Agincourt Capital Management Upgrades to INDATA’s iPM Epic Solution

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Greenwich, CT — June 1, 2017 – INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that Agincourt Capital Management has expanded its use of INDATA’s Intelligent Portfolio Management® software suite by upgrading to the latest version of the industry leading cloud-based software, iPM Epic. Agincourt Capital Management is an institutional fixed income manager with more than $6 Billion in AUM, based in Richmond, VA.

Agincourt, an INDATA iPM software client since 2012, had been looking for ways to better integrate, view and report on external data sources for use in its portfolio management and trading processes. As an institutional fixed income manager, data requirements are much more intensive than with other asset classes. Agincourt’s transition to Epic was driven by the opportunity to seamlessly and efficiently integrate, manage and report on data from a variety of different sources.

“After a comprehensive search in 2012, we chose INDATA for its powerful fixed income portfolio modeling, trading and pre/post trade compliance tools which we leverage extensively,” commented B. Scott Marshall CFA, Director, Portfolio Manager, Agincourt Capital Management.

“Fixed income is an important part of our business and we are delighted that Agincourt Capital Management has decided to expand their usage of our products and services to support their day to day activities. We look forward to continuing our partnership with them on their ongoing business needs,” commented David J. Csiki, President of INDATA.