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Marvin Gagliardotto Benedicte Gravrand, Opalesque Geneva:

The investment management industry’s regulatory environment, accounting systems, range of products and investor demands are spinning, it seems, in a never-ending cycle of changes. If your firm is to grow, you have to gear up accordingly.

Is your operations technology holding back your firm’s growth aspiration? Advent, a financial software company with offices worldwide, addresses this very question in a recorded webinar titled Gearing up for growth: 8 signs you’ve outgrown your portfolio management system.

Marin Gagliardotto, Senior Solutions Consultant at Advent Software, defines growth in terms of globalization and expansion (new asset classes and complex strategies, geographic expansion, new inflows and investors). Growth brings demands for more due diligence, greater transparency and reporting, new compliance and regulatory demands, and a need for scalable, flexible infrastructure.

If this type of growth cannot be implemented with minimal impact to a firm’s operations and technology infrastructure, then the chances are the firm has outgrown its portfolio management system. Here are some of the challenges that will show if this is the case:

1. Are you able to support all instruments, asset classes and currencies that the portfolio manager wants to adopt? 2. Are investor due diligence expectations a challenge? ......................

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