Case Studies

    Indata iPM Cloud Technology

    Renaissance Investment Management Benefits with iPM Cloud Under COVID Restrictions

    367 228 INDATA

    Renaissance Investment Management Benefits from INDATA’s iPM Cloud Platform Firm Utilizes iPM Cloud to host all local servers and in-house technology Founded in 1978, Renaissance Investment Management (RIM) is an…

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    Managed Services Case Study

    624 300 INDATA

    Inverness Counsel Benefits from INDATA EOD Pricing Service Firm Utilizes INDATA End-of-Day (EOD) delivered via iPM Cloud to Replace Bloomberg Reducing Costs and increasing Operational Efficiency Inverness Counsel is an…

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    Managing Compliance in a Changing Regulatory Environment

    300 234 INDATA

    Investment management firms face a challenging environment.  While market conditions are improving, greater demands for transparency created by the financial crisis have resulted in a new regulatory regime that promises…

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    Front-to-Back System Helps Asset Manager Grow Assets, Not Costs

    624 300 INDATA

    Pzena Investment Management, a New York based firm with approximately $32 billion in assets under management and a focus on deep value, has expanded its use of Microsoft-based INDATA from the…

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    Silchester International Investors

    624 300 INDATA

    Silchester International Investors (SII), an investment management firm with approximately $30 billion of assets under management based in London, began to think about its investment accounting system in an effort…

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    iPM Client Profile – Renaissance Investment Management

    624 300 INDATA

    Renaissance Investment Management is now live with INDATA’s iPM – Intelligent Portfolio Management® platform for its investment operations. Renaissance Investment Management is a majority owned affiliate of Affiliated Managers Group (AMG),…

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    iPM Client Profile – Bailard

    624 300 INDATA

    Bailard is now live with INDATA’s iPM – Intelligent Portfolio Management® platform, utilizing the system on a front to back office basis for its investment operations. Bailard, based in Foster…

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