Agincourt Capital Management, located in Richmond, Virginia, manages over $9 billion in fixed-income portfolios for a wide range of institutional clients. The firm’s name comes from the site of a historic battle in the Hundred Years’ War.
Agincourt uses INDATA SaaS solutions for portfolio management, trading, data management/data warehouse, investment accounting, client portal, and reporting, all delivered via INDATA’s iPM Private Cloud.
“We use INDATA’s Architect solution for portfolio modeling and trading for our fixed income securities. The system calculates real-time analytics like contribution to duration (CTD) and also provides straight-through-processing, with the ability to execute our trades efficiently and electronically. We also like having open access to our data and have done a lot of customization around reporting based on our unique investment requirements and approach, which we believe delivers additional value for our clients.”
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
