Solutions
Orangefield Trust has selected Advent Software’s Geneva portfolio management system and Advent Partner World Investor solution for investor accounting and servicing.
Orangefield Trust, formerly ING Trust, operates from offices in 11 jurisdictions across the globe.
The firm provides a wide range of management, administrative and trust or corporate services to funds, corporate clients and private clients.
Orangefield Trust already has over USD2bn assets under administration spread across 20 funds and is seeking further expansion of its business. To achieve this objective Orangefield Trust required a platform that would facilitate the desired growth without adding cost while delivering high quality service.
Track-Life has launched a web portal that changes the way portfolio managers can view critical information within a life insurance settlement portfolio.
Transparent Life Plus is the first life settlement tracking and servicing system that offers real-time information and statistics on insurance policies held within a life settlement portfolio.
Track-Life, launched in 2008 by executives from The Lifeline Program, has recently entered into an operating alliance with Madison Strategic Partners to broaden its servicing and tracking offerings.
Using Transparent Life Plus, portfolios can be analysed by policy size or type, policyholder demographics, premium amounts due, and dozens of other criteria.
SEI has partnered with the Burgiss Group to enhance its private equity platform by providing new levels of transparency and reporting to its private equity fund of funds clients.
SEI will use Burgiss’ technology to deliver detailed financial reporting data of the underlying portfolio company in a convenient online format.
The new capabilities meet an ongoing demand for increased transparency and reporting data to fund of funds managers and their investors.
Through the partnership, SEI and its clients gain immediate access to reporting on the underlying private equity funds in the Burgiss Group’s database.
SEI will integrate Burgiss’ proprietary
River Cities Capital Funds has selected Navatar’s private equity CRM over Netage Dynamo Private Equity Edition.
Navatar’s private equity CRM is built and runs entirely in salesforce.com’s cloud and is available for a low monthly fee.
Its flexible reporting engine can be used by non-technical staff to generate reports.
Navatar also provides all implementation services, accounts/contacts migration, training, maintenance and email support free of charge.
"All other things being more or less equal, Navatar Private Equity mitigates risk since our data will sit in salesforce.com’s cloud, as opposed to some local provider’s," says Robert Heimann, principal, River Cities Capital Funds.
Toby Nangle, Director, Multi-Asset and Fixed Income Team at Baring Asset Management, unravels the funding implications of the UK’s latest Budget.
The UK government funding requirement for 2009/10 was forecast in today’s Budget to be GBP167 billion, a substantial rise from GBP25 billion in 2009/10.
Historically, the Treasury has been reluctant to make use of Inflation-Linked (IL) Gilts, preferring to issue the great majority of its debt in fixed-rate instruments. Should this change?
The argument for moving the greater part of the present funding to Inflation-Linked appears compelling. Since the introduction of FRS17 linked pension fund liabilities directly to
Risk management solution provider Portfolio Science has extended the reach of its RiskAPI distributed risk engine through an agreement to integrate the product into FixQ, an enterprise investment management system from specialist software provider PortfolioShop.
RiskAPI uses an application programming interface that allows users to access exposure calculations through standard operating environments such as the Excel spreadsheet application, offering risk management capabilities to a broad spectrum of investment industry players, not just the largest and best-capitalised institutions.
APIs normally allow users to customise software by developing code that can access and manipulate the software’s features, says Portfolio Science president Ittai
SEI is expanding its bank loan operational outsourcing solution by using new technologies that increase loan processing automation and incorporate independently-sourced data.
The new functionality is delivered through Geneva, Advent Software’s portfolio management and fund accounting solution.
Advent recently entered into an agreement with Virtus Partners to integrate Geneva with Virtus’ bank loan data offering.
Through this relationship, SEI clients gain access to automated loan data feeds from Virtus, which can be electronically posted directly into Geneva via a standard integration tool developed by Advent and Virtus. This helps SEI maximise efficiency and use straight through processing of loan data
SEI is collaborating with long-standing partner RiskMetrics Group to provide its clients with independent risk management and reporting services that will integrate directly into the company’s flexible Manager Dashboard tool.
The new offering enhances SEI’s risk management solution and further addresses investment managers’ needs for greater transparency and detailed risk reporting amid growing investor demands and regulatory complexity.
As a result of the affiliation, SEI’s investment manager clients will be able to join RiskMetrics’ HedgePlatform Community, a network of hedge fund managers, fund of hedge fund managers and institutional investors.
As members of the HedgePlatform Community, SEI’s clients will
Gravitas, a technology solutions provider and business consultant to the alternative investment and financial services industries, has released the first suite of cloud services designed exclusively for alternative asset management firms.
Gravitas’ cloud computing service provides virtual server hosting at secure offsite co-location facilities and hosted applications including email, mail compliance, remote data backup and Voice over Internet Protocol services on a per user, per month basis.
The service also gives asset managers the ability to add computing capacity as it is needed, giving them the ability to scale to very large environments on demand.
“Alternative asset management firms
CarryQuote a provider of integrated desktop and mobile financial information solutions, has signed its reseller agreement in the US with EmergingTraders.com, an alternative investment management company.
The partnership enables EmergingTraders.com to offer a branded version of the CarryQuote solution to its universe of managed futures traders and investors, and expands CarryQuote’s domestic presence.
The CarryQuote solution provides real-time pricing data, actionable analytics, and personalised alerts through an integrated mobile and online interface.
By offering a branded, white-label application for investors, EmergingTraders.com can increase its number of customer touch-points and generate greater visibility among its user base of more than 10,000
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
