The Asset Management CIO's Guide to Portfolio Management Systems


Archived Published: 05 June 2017 ID: G00323870

Analyst(s):

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Summary

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
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