With more than £36 billion in AUM, Fundsmith was founded by Terry Smith and manages investments on behalf of some of the world’s largest and most sophisticated wealth managers and private banks, as well as prominent families, charities, endowments, and individuals across its fund strategies. Fundsmith is focused on delivering superior investment performance at a reasonable cost.
Fundsmith uses INDATA’s cloud-native OMS solution, Architect AI, which requires zero in-house IT infrastructure—just a web browser. It offers in-depth functionality in critical areas, including trading, portfolio management, pre and post-trade compliance, and performance reporting. The system leverages practical AI tools to perform complex workflows rapidly. It also provides Data Warehouse and BI Reporting (Business Intelligence) for data management and is based on a private-cloud architecture.
“With INDATA, we are able to efficiently manage our portfolio management, compliance, dealing, and reporting workflows for our different fund strategies. The system is easy to use and INDATA’s SaaS (software-as-a-service) approach includes ongoing updates so that we can benefit from our specific enhancement requests as well as new functionality.”
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
