Dublin, Ohio-based Firm Utilizes Integrated Workflows
Meeder Investment Management, the Dublin, Ohio-based provider of investment solutions, has tapped Eze Software Group’s Investment Suite to manage investment workflows across its business lines. The firm, with more than $13 billion (USD) in assets under management and administration, provides investment solutions to financial advisors, retirement plans, public entities, and individual investors. Eze Software Investment Suite gives Meeder access to integrated order management, execution management and portfolio accounting to manage a variety of business needs.
“Eze Software Investment Suite has been instrumental in helping us standardize core investment processes across business lines, while providing enough flexibility to meet the unique needs of each business,” said Ted Clark, Director of Investment Operations. For instance, Meeder’s quantitative investment team worked with one of their executing brokers to create custom algorithms, which were quickly implemented in Investment Suite and are now accessible from both the OMS and EMS. “Eze Software’s support team has been instrumental in helping us get up and running quickly. We anticipate leveraging Investment Suite as we continue to expand our business,” Clark added.
“We’re thrilled to be part of Meeder’s growth story,” said Michael Hutner, Senior Managing Director of Americas Sales and Business Development. “We continue to be focused on helping our clients optimize their processes across the investment lifecycle. We believe a seamless workflow that integrates execution and order management with portfolio accounting and reporting, supported by a robust source of standardized data, can eliminate many operational risks and make investment managers’ daily operations more manageable.”
Meeder Investment Management has focused on improving investor outcomes since 1974. The firm is a pioneer of defensive investing and skilled in tactical asset allocation. Meeder solutions include its Meeder Funds mutual funds, investment portfolios, retirement solution, separately managed accounts, and cash management.
Eze Software Group is a premier provider of global investment technology to support the front, middle and back office. The Eze Software Investment Suite addresses the core business needs of the asset management community, including Order Management, Trade Execution & Analytics, Portfolio Analytics & Modeling, Compliance & Regulatory Reporting, Commission Management, Data Management and Portfolio & Investor Accounting. Eze Software partners with more than 2,000 buy- and sell-side institutions in 30 countries across North and South America, EMEA, and Asia Pacific. Clients include hedge funds, institutional asset managers, mutual funds, pension funds, endowments, family offices, wealth managers, and broker-dealers across a range of strategies, investment products, and asset classes. Based in Boston, Eze Software employs more than 1,000 associates in 15 offices worldwide.