Portfolio Management Platforms: Wishing Won’t Make Them Integrated

Investment decisions are the building blocks of active portfolio management. In today’s environment of compressed margins and regulatory pressures, technology that facilitates straight-through processing across functions and asset classes is essential to the core objective of an asset management firm – bad data and processes cannot be a distraction where alpha is at a premium. However, less than one-third of asset managers are satisfied with their portfolio management platforms. TABB Group’s latest research details the buy side’s view of the state of integration between portfolio management and other systems, as well as key pain points and wish-list items.