{"id":2386,"date":"2010-06-09T22:42:35","date_gmt":"2010-06-09T22:42:35","guid":{"rendered":"https:\/\/www.indataipm.com\/?p=2386"},"modified":"2024-09-20T10:44:55","modified_gmt":"2024-09-20T18:44:55","slug":"ipm-client-profile-bailard","status":"publish","type":"post","link":"https:\/\/www.indataipm.com\/ipm-client-profile-bailard\/","title":{"rendered":"iPM Client Profile \u2013 Bailard"},"content":{"rendered":"<div class=\"page\" title=\"Page 1\">\n<div class=\"layoutArea\">\n<div class=\"column\">\n<p>Bailard is now live with INDATA\u2019s iPM \u2013 Intelligent Portfolio Management\u00ae platform, utilizing the system on a front-to-back office basis for its investment operations.<\/p>\n<p>Based in Foster City, CA, Bailard proudly serves institutional and private clients nationwide with innovative, intelligently designed investment products. In its pursuit of investment excellence, Bailard applies its experience and passion for innovation to deliver traditional and specialty investment strategies. Bailard takes pride in its strong history of client satisfaction, with some client relationships spanning four generations<\/p>\n<p>Bailard manages approximately $2 Billion in assets for institutions and private clients and has a global, multi-asset approach. The firm decided to upgrade to iPM to streamline the interaction between front and back office while enhancing the portfolio management process. \u201cBy having iPM on top of everything related to our data, we can better focus on managing our investments and servicing clients,\u201d said Sonya Thadhani, Chief Investment Officer, Bailard.<\/p>\n<\/div>\n<div class=\"page\" title=\"Page 1\">\n<div class=\"layoutArea\">\n<div class=\"page\" title=\"Page 1\">\n<div class=\"layoutArea\">\n<div class=\"column\">\n<h2><strong>About INDATA iPM<\/strong><\/h2>\n<p>INDATA iPM\u2013 Intelligent Portfolio Management\u00ae is a platform and set of technologies for buy-side firms that allow end users to collaborate in real-time across the enterprise. iPM is designed to increase end-user productivity, enhance the investment process, and offer real-time risk, compliance, and performance monitoring as well as integrated tools for marketing.<\/p>\n<p>For further information on how iPM can help your firm contact INDATA marketing at www.indataipm.com<\/p>\n<\/div>\n<p><a href=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2016\/02\/Bailard-iPM-Client-Profile.pdf\">Click here to download the full Case Study.<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Bailard is now live with INDATA\u2019s iPM \u2013 Intelligent Portfolio Management\u00ae platform, utilizing the system on a front-to-back office basis for its investment operations. Based in Foster City, CA, Bailard [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":2843,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_stc_notifier_status":"sent","_stc_notifier_sent_time":"2023-09-07 14:59:57","_stc_notifier_request":false,"_stc_notifier_prevent":false,"_stc_subscriber_keywords":"","_stc_subscriber_search_areas":"","content-type":"","footnotes":""},"categories":[105],"tags":[],"class_list":["post-2386","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>iPM Client Profile \u2013 Bailard | INDATA<\/title>\n<meta name=\"description\" content=\"Learn how Bailard is using INDATA to improve its investment performance.\" \/>\n<meta name=\"robots\" content=\"index, follow, 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property=\"og:image:height\" content=\"300\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"David Csiki\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@indataipm\" \/>\n<meta name=\"twitter:site\" content=\"@indataipm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"David Csiki\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.indataipm.com\/ipm-client-profile-bailard\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.indataipm.com\/ipm-client-profile-bailard\/\"},\"author\":{\"name\":\"David 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