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Firm utilizing INDATA for Trading, Compliance and Reporting Functions
for Long/short UCITS Fund via Microsoft Azure
INDATA®, a leading industry provider of software, technology and managed services for buy-side firms, today announced that ECO Advisors LTD, based in London, is live with iPM OMS for the launch of the firm’s flagship fund, the Protea UCITS II - ECO Advisors ESG Absolute Return Fund.
ECO (short for Ethical Capital Opportunity) is a boutique asset management firm focused on ESG absolute return equity investing. The firm aims to deliver attractive risk adjusted returns with a low correlation to the global equity market utilising ESG considerations as the primary driver of security selection and a differentiated alpha source over the market cycle.
ECO selected INDATA from a short list of OMS vendors. A significant consideration centered around the solution’s ability to handle equity swaps across a range of front office functions including trading, compliance, portfolio management and reporting. INDATA’S iPM OMS provides a number of key features, including:
- Easily configurable workflows for blotters, screens, dashboards and reports
- Flexible FIX connectivity, including embedded algo strategies and rapid-fire trade execution tools and workflows as well as EMS integration with leading providers
- Advanced functionality for equity swaps and other asset classes
- Public cloud, private cloud or traditional/deployed versions in full production
According to Tristan Elwell, Co-Founder, CRO/COO for ECO, INDATA was able to come in with an OMS solution that met all of its key requirements from a functionality and technology standpoint, including having a true cloud-based offering. “We were referred to INDATA by a colleague and were well down the road in terms of our system search. As we were just starting out, costs very much mattered and INDATA was also able to put together a solution that ticked all of our boxes including cloud,“ said Elwell. For ECO, INDATA is utilizing Microsoft Azure for its cloud solution and INDATA is one of few providers who fully supports private as well as public cloud-based offerings for clients, in addition to in-house/deployed systems.
“We are very pleased to welcome ECO Advisors as an INDATA client and we look forward to their continued success,” commented David J. Csiki, President of INDATA. “Whether hedge funds with long/short strategies utilizing swaps, or traditional long-only type investment managers, INDATA offers a comprehensive OMS solution at a compelling cost without the excessive fees of other providers,” he added.
For information on INDATA’s OMS product offering, visit https://www.indataipm.com/ipm-oms-2/
INDATA is a leading specialized provider of software, technology and managed services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic® - the industry’s first investment technology platform specifically designed for the era of big data and iPM Porfolio Architect AI™, the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.
INDATA provides software and services to a variety of buy-side clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally. For more information, visit www.indataipm.com or follow us on Twitter: @indataipm
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