Other Archives | INDATA https://www.indataipm.com/category/other/ iPM Intelligent Portfolio Management Fri, 20 Sep 2024 18:44:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.indataipm.com/wp-content/uploads/2025/11/cropped-IND-Ai_Logo_2019_Color-NewTag-01-e15785953126221-32x32.jpg Other Archives | INDATA https://www.indataipm.com/category/other/ 32 32 Switching OMSs: Not as Daunting as One Would First Suppose https://www.indataipm.com/switching-omss-not-as-daunting-as-one-would-first-suppose/ Mon, 25 Feb 2013 09:01:43 +0000 http://www.indataweb.com/?p=1407 While the cost of the new OMS might be an issue with some vendors, the actual conversion and implementation of an OMS is really not that difficult, especially compared with an endeavor like switching portfolio accounting systems.

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]]> 56 Percent of Respondents Said … https://www.indataipm.com/56-percent-of-respondents-said/ Mon, 12 Mar 2012 12:46:43 +0000 http://www.indataweb.com/?p=949 A survey, released last week by a buy-side tech vendor, noted that the majority of participants “lacked confidence” (translation: are not happy) with their portfolio accounting systems. This survey proves a point: there are many legacy systems still out there.

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]]> Remembering Steve Jobs https://www.indataipm.com/remembering-steve-jobs/ Thu, 06 Oct 2011 01:04:44 +0000 http://www.indataweb.com/?p=676 Today, we’d like to take a moment to remember Mr. Steve Jobs.

His passion for simplicity of design has made significant inroads into our corner of the world, institutional money management.

Now as opposed to being an exception, iPhones and iPads are the tool of choice for portfolio managers and anyone who spends extensive time out of their office visiting clients.

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]]> The End (of the Way It Used to Be) https://www.indataipm.com/the-end-of-the-way-it-used-to-be/ Thu, 08 Sep 2011 02:09:07 +0000 http://www.indataweb.com/?p=668 The crisis of 2009 threw the financial industry into chaos and highlighted the need for greater transparency. Since then, everyone has been monitoring the news with increasing attention to find out how and why we got here, what we can do to fix it, and how new rules and regulations will affect not only each firm and its workflow, but also the future of the industry. There is

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