iPM Client Profile – Bailard

    foster city aerial view
    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.

    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

    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. “By having iPM on top of everything related to our data, we can better focus on managing our investments and servicing clients,” said Sonya Thadhani, Chief Investment Officer, Bailard.

    About INDATA iPM

    INDATA iPM– Intelligent Portfolio Management® 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.

    For further information on how iPM can help your firm contact INDATA marketing at www.indataipm.com

    Click here to download the full Case Study.