Fiera Capital selects softTarget’s iBalanceTM front office systems

1 December 2008

After deploying important efforts in software reviews and presentations attended, Fiera Capital decided to implement softTarget’s iBalanceTM front-office suite for managing pre and post-trade compliance, and for modeling and rebalancing of equity and fixed-income portfolios.

During the course of 2008, Fiera Capital’s Information Technology group and Chief Investment Officer Team combined their energies into reviewing firm-wide compliance management (pre and post-trade), portfolio modeling/rebalancing and electronic trade generation requirements. The evolution of the financial markets and the diversity of the product mix increased the complexity and the portfolio management challenge. Fiera Capital acknowledged the importance of selecting and implementing the right software solution that would address the front-office portfolio management objectives of both its institutional and private client business across its two major locations

“softTarget’s integrated iBalanceTM solution allows for sophisticated rules-based pre and post trade compliance management for all the financial products we manage”, said Robert Trépanier, Vice-President Operations and Information Technology at Fiera Capital. “ Our working relationship with softTarget has been one of close collaboration, and we look forward to see that healthy relationship grow as we expand the use of their iBalanceTM solution to our equity and fixed-income desks”, Trépanier concluded.

Claude Laurendeau, President of softTarget, was pleased with Fiera’s decision. “We are delighted that a client such as Fiera Capital has decided to proceed with our iBalanceTM platform to address their front-office portfolio management requirements. We continue to invest heavily in R&D, so that our evolving solution set adapts constantly in response to the demanding requirements of our clients, who in turn are driven by market forces as well as by their customer’s investment policy guidelines”.

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