Founded in late 1995, Pzena Investment Management, LLC is a value-oriented investment management firm with assets under management of approximately US$72 billion. Their global client base includes institutions, individual investors, and financial professionals. The firm employs a disciplined, research-driven approach to value investing, seeking to identify companies with solid long-term prospects trading at prices substantially below their intrinsic value. Pzena manages U.S., non-U.S., global, and emerging markets equity strategies, along with a credit portfolio consisting of leveraged loans, high-yield bonds, and other debt instruments.
Pzena uses INDATA for trade order management (OMS), portfolio management, investment accounting, performance, reporting, and client billing.
“One of the main things we like about INDATA is having a fully integrated system from front-to-back that enables straight-through-processing. Having initially selected INDATA as our OMS, we have added other modules and functionality over time to enhance our operational efficiency and maintain a competitive advantage.”
A major area of interest for us has been Business Intelligence reporting, and we take full advantage of INDATA’s integration with Microsoft Power BI to create custom reports and dashboards for our end users to interrogate data. This gives our users quick and efficient access to data and allows for mobile access as well.
We also appreciate that INDATA has been a true partner in helping us grow our business by working with us to add functionality based on our changing business requirements; for example, we have been able to add and manage other asset classes on the system as needs arise from time to time.
About INDATA®
INDATA is a leading specialized provider of SaaS (Software-as-a-Service), technology, and managed outsourcing services for buy-side firms, including trade order management (OMS), portfolio management, compliance, portfolio accounting, and front-to-back office. INDATA iPM Portfolio Architect AI™ is 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 collaborate efficiently in real-time across the enterprise and contains the best-of-class functionality demanded by sophisticated institutional investors, wealth managers, and hedge funds. The company’s mission is to provide clients with cutting-edge technology products and services to increase trading and 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
