Gartner Research

Survey of Global Investment Managers: Portfolio Management Systems

Published: 04 December 2009

ID: G00172861

Analyst(s): James Wolstenholme


Gartner's survey of global senior IT executives in investment management firms explores the landscape of PMS applications and their increased importance to asset managers.

Table Of Contents
  • Overview
  • 2009 Survey Background
    • IMFs' Use of PMSs
    • Survey Data Indicative of Trends, but Not Absolutes
    • PMSs — Initial Survey Observations
    • PMS Adoption by Geography
    • PMS Adoption by Subindustry Classification
  • Conclusion
    • No Dominant Vendor
    • SaaS PMS Offerings — Administrators and Custodians Enter the Mix
    • Vendor Consolidation
    • SOA Models Eventually
  • Notes
  • Appendix A
    • Survey Background

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