Gartner Research

The Asset Management CIO's Guide to Portfolio Management Systems

Published: 05 June 2017

ID: G00323870

Analyst(s): Ali Merji


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


  • 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

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