Gartner Research

The Portfolio Management System Landscape

Published: 17 December 2008

ID: G00163091

Analyst(s): James Wolstenholme


Here, we review the current state of affairs in the portfolio management system space and which vendor applications and products are in the marketplace.

Table Of Contents
  • Overview
  • Introduction
  • Portfolio Management's Burgeoning Role
  • Portfolio Management System Delivery Models
  • Portfolio Management Trading and Operational Components
    • Portfolio Decision Support
    • Trade Matching
    • Settlement Process
    • Reconciliations
    • Compliance
    • Data Repositories
    • Investment Accounting
    • Performance Analytics
    • Client Reporting
  • Portfolio Management System Vendors
  • Conclusion

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