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

A-Team Insight Blogs

Lombard Odier Selects Bloomberg to Streamline Risk Management Processes

Subscribe to our newsletter

Lombard Odier Investment Managers, the asset management business of the Lombard Odier Group, has adopted Bloomberg’s PORT Enterprise solution to support portfolio and risk management across multiple assets classes.

Lombard Odier IM is a long-standing client of Bloomberg’s order management system AIM, and first integrated PORT Enterprise back in 2019 to support performance attribution and risk management of its fixed income holdings. As a next step, the firm this year has decided to expand its use of PORT Enterprise to include equity portfolio attribution calculation, in order to unify portfolio and order management across its equity and fixed income asset management business, using Bloomberg’s Buy-Side solutions.

Alexandre Meyer, COO of Lombard Odier IM, says: “We’ve had a close collaboration with Bloomberg for many years, and it was a natural step for us to adopt PORT Enterprise. Using Bloomberg has enabled us to streamline our operating model by providing us with one infrastructure for our multiple workflows for equity and fixed income. Instead of having several separate systems, we now have all securities defined and disseminated in one way across our organization – this creates efficiencies and saves time. Furthermore, we were able to quickly and easily expand our use of PORT Enterprise thanks to the very stable production environment, despite the pandemic.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: GenAI and LLM case studies for Surveillance, Screening and Scanning

As Generative AI (GenAI) and Large Language Models (LLMs) move from pilot to production, compliance, surveillance, and screening functions are seeing tangible results – and new risks. From trade surveillance to adverse media screening to policy and regulatory scanning, GenAI and LLMs promise to tackle complexity and volume at a scale never seen before. But...

BLOG

Democratising Surveillance: Why Culture Is the Real Compliance Challenge

Institutional culture has always been the defining constraint for effective compliance across capital markets and treasury. Boards may approve ever-larger budgets for surveillance technology and artificial intelligence, and regulators may intensify scrutiny of governance, risk, and compliance frameworks, yet the hardest variable to control remains behavioural norms and internal incentives. For many organisations, the question...

EVENT

AI in Capital Markets Summit London

Now in its 3rd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.

GUIDE

Entity Data Management Handbook – Second Edition

Entity data management is this year’s hot topic as financial firms focus on entity data to gain a better understanding of customers, improve risk management and meet regulatory compliance requirements. Data management programmes that enrich the Legal Entity Identifier with hierarchy data and links to other datasets can also add real value, including new business...