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Agincourt Capital Management Selects INDATA iPM for Institutional Fixed Income

Firm Enhances Capabilities for Investment Accounting & Reporting, Portfolio Modeling and Open Architecture Capabilities

INDATA, a leading industry provider of software and services for buy-side firms including trade order management (OMS), compliance, portfolio accounting and front-to-back office, today announced that Agincourt Capital Management, based in Richmond, VA with over $4 Billion in assets under management, has selected INDATA’s iPM – Intelligent Portfolio Management® platform for its investment accounting needs.

iPM provides best of class investment accounting and reporting functionality that covers a complete range of asset classes. In addition, iPM’s open system architecture is an important benefit for sophisticated investment managers who often have more intensive data requirements. iPM’s database architecture provides open and unrestricted access to all data, along with the tools necessary to work with that data. On the reporting side, iPM utilizes MS SQL Server Reporting Services (SSRS) as its native report writer which offers complete control of report customization and output. These features, combined with comprehensive portfolio modeling, compliance, as well as integrated data management tools, make iPM a compelling solution for institutional managers.

“In our search for the best system we developed three main criteria: (1) The system must take advantage of the best existing technology; (2) The system must be open and dynamic, and (3) The system must fit our process from the trading desk to the back office. iPM was the system that met all three criteria,” commented B. Scott Marshall CFA, Director, Portfolio Manager. “Other key considerations were INDATA’s long term track record and narrow business focus which met well with our own organizational culture,” he added

“iPM provides a unique set of capabilities for fixed income managers that have been developed over the years based on industry requirements and feedback from our client partners,” commented David J. Csiki, Managing Director. “Firms like Agincourt Capital Management understand the importance of selecting a system that can evolve with changing needs while maintaining a long term focus. We are pleased to have them as a client,” he added.