{"id":9478,"date":"2024-09-18T15:47:12","date_gmt":"2024-09-18T23:47:12","guid":{"rendered":"https:\/\/www.indataipm.com\/?p=9478"},"modified":"2025-08-07T14:26:59","modified_gmt":"2025-08-07T22:26:59","slug":"indata-client-profile-advisory-research-investment-management","status":"publish","type":"post","link":"https:\/\/www.indataipm.com\/indata-client-profile-advisory-research-investment-management\/","title":{"rendered":"INDATA Client Profile: Advisory Research Investment Management"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_row_inner][vc_column_inner]<div class=\"grve-element grve-image grve-align-center\" style=\"\"><img decoding=\"async\" width=\"1024\" height=\"535\" src=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/10\/AdvisoryResearch-Home-2-1024x535.webp\" class=\"attachment-large size-large\" alt=\"advisory research investment management logo\" srcset=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/10\/AdvisoryResearch-Home-2-1024x535.webp 1024w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/10\/AdvisoryResearch-Home-2-300x157.webp 300w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/10\/AdvisoryResearch-Home-2-768x401.webp 768w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/10\/AdvisoryResearch-Home-2-1536x802.webp 1536w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2022\/10\/AdvisoryResearch-Home-2-1920x1003.webp 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/div>[vc_empty_space][vc_column_text css=&#8221;.vc_custom_1734565500637{padding-bottom: 15px !important;}&#8221;]Advisory Research Investment Management (ARI), based in Chicago, IL, provides discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, limited partnerships, open-end mutual funds, unregistered pooled investment vehicles, and model-based accounts. ARI primarily invests client funds in domestic equity securities (including common stocks of micro, small, mid, and large capitalization companies) and American Depository Receipts (ADRs).[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row section_type=&#8221;in-container&#8221; bg_type=&#8221;image&#8221; bg_image=&#8221;2438&#8243;][vc_column css=&#8221;.vc_custom_1629129237741{padding-top: 37px !important;padding-right: 27px !important;padding-bottom: 25px !important;padding-left: 27px !important;}&#8221;][vc_row_inner css=&#8221;.vc_custom_1615484801759{padding-bottom: 20px !important;}&#8221;][vc_column_inner][vc_column_text css=&#8221;.vc_custom_1734565534572{padding-right: 20px !important;padding-left: 20px !important;}&#8221;]\n<blockquote><p><span style=\"color: #ffffff;\"><strong>&#8220;Now that we have implemented INDATA, we have a single software solution for investment management that spans front office trade order management activities through to back office portfolio accounting and reporting functions. Having a fully integrated system with a single source of data provides a number of efficiencies for us as well as a cost savings to the firm.&#8221;<\/strong><\/span><\/p><\/blockquote>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner css=&#8221;.vc_custom_1625697013467{padding-left: 25px !important;}&#8221;][vc_column_inner][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space][vc_column_text css=&#8221;&#8221;]\n<h3>About INDATA\u00ae<strong><br \/>\n<\/strong><\/h3>\n<p>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\u2122 is the industry\u2019s first portfolio construction, modeling, rebalancing, and reporting tool based on AI and Machine Learning. INDATA\u2019s iPM \u2013 Intelligent Portfolio Management\u00ae 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\u2019s mission is to provide clients with cutting-edge technology products and services to increase trading and operational efficiency while reducing risk and administrative overhead.<\/p>\n<p>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 <a href=\"https:\/\/www.indataipm.com\/\">www.indataipm.com<\/a>[\/vc_column_text]<div class=\"grve-element grve-align-center\"><a class=\"grve-btn grve-btn-extrasmall grve-square grve-bg-primary-1\" href=\"https:\/\/www.indataipm.com\/request-a-demo\/\" target=\"_blank\" style=\"\"><span>Request Demo<\/span><\/a><\/div>[\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_row_inner][vc_column_inner][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1734565500637{padding-bottom: 15px !important;}&#8221;]Advisory Research Investment Management (ARI), based in Chicago, IL, provides discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, limited partnerships, open-end mutual [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":9319,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"image","meta":{"_acf_changed":false,"_stc_notifier_status":"sent","_stc_notifier_sent_time":"2024-12-18 15:59:57","_stc_notifier_request":false,"_stc_notifier_prevent":false,"_stc_subscriber_keywords":"","_stc_subscriber_search_areas":"","content-type":"","footnotes":""},"categories":[180],"tags":[],"class_list":["post-9478","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-client-profiles","post_format-post-format-image"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>INDATA Client Profile: Advisory Research Investment Management<\/title>\n<meta name=\"description\" content=\"Discover how INDATA&#039;s solutions empower Advisory Research to streamline investment management, enhance 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