The Asset Management CIO's Guide to Portfolio Management Systems

Archived Published: 05 June 2017 ID: G00323870


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Most asset management firms' current portfolio management systems don't meet their rapidly changing regulatory requirements and market demands. This research provides CIOs a PMS vendor landscape overview in terms of core functionality, risk and compliance management, reporting, and additional tools.

Table of Contents

  • Analysis
    • Portfolio Management System Capabilities Are Evolving and Expanding to Address Changing Customer Needs
    • Asset Management Firms' Portfolio Management Requirements Are Shifting
    • A Complex Market Environment Is Driving Portfolio Management System Consolidation
      • Cross-Asset-Class Support for Risk Analytics, Performance Management and Reporting
      • Ease of Integration
      • Availability of Flexible Deployment Models
    • PMS Vendors and Their Offerings
  • Gartner Recommended Reading
© 2017 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Reproduction and distribution of this publication in any form without prior written permission is forbidden. The information contained herein has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartners research may discuss legal issues related to the information technology business, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The opinions expressed herein are subject to change without notice.

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