About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Briefs

T. Rowe Price Adopts Genesis Solution to Streamline Primary Bond Issuance Workflow

Subscribe to our newsletter

Asset manager T. Rowe Price has deployed the Primary Bond Issuance (PBI) solution from Genesis Global, to manage corporate bond deal workflows. The system will aid T. Rowe Price’s fixed income teams optimise how they track and invest in deals throughout the bond lifecycle.

The Genesis solution provides a consolidated, real-time view of deals by aggregating data from multiple providers. It was customised for T. Rowe Price with an algorithm that automatically merges multiple data sources referencing the same deal into one composite record. The PBI solution also integrates with T. Rowe Price’s existing portfolio modelling and order management systems and uses chat functionality for team collaboration.

The new solution replaces a internally-built system and is being used by traders, analysts, and portfolio managers in Baltimore, Hong Kong, and London. It initially covers investment-grade corporate bonds, but T. Rowe Price expects to extend it to high-yield and emerging-market corporate bonds shortly.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: High-Performance Networks & Low-Latency Connectivity for Trading

With financial markets becoming more complex and interconnected in today’s electronic trading environment, trading firms, exchanges, and infrastructure providers need to continually push the boundaries of network performance to stay ahead. Ultra-low latency, seamless connectivity, and resilient infrastructure are no longer just advantages – to stay competitive, they’re necessities. This webinar, part of the A-Team...

BLOG

Thoma Bravo to Acquire Verint, Forging AI-Powered Customer Experience Giant with Calabrio

Private equity firm Thoma Bravo has announced a definitive agreement to acquire Verint in an all-cash transaction valued at approximately $2 billion. Following the acquisition, Verint will be combined with Calabrio, another Thoma Bravo portfolio company, to create a formidable force in the AI-driven customer experience market. The transaction, which has been unanimously approved by...

EVENT

Data Management Summit New York City

Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Valuations – Toward On-Demand Evaluated Pricing

Risk and regulatory imperatives are demanding access to the latest portfolio information, placing new pressures on the pricing and valuation function. And the front office increasingly wants up-to-date valuations of hard-to-price securities. These developments are driving a push toward on-demand evaluated pricing capabilities, with pricing teams seeking to provide access to valuations at higher frequency...