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

OTC Fin’s Data Warehouse to Help Buy Side Firms and Institutional Investors Achieve a Comprehensive View of Market, Credit, Liquidity and Portfolio Risk

Subscribe to our newsletter

OTC Fin, a provider of front and middle office financial technology to investment managers, hedge funds, hedge fund of funds and institutional investors, today announced the release of PAT DW (Portfolio Analysis Tool Data Warehouse), Version 3, which merges Funds of Funds and multi-asset security level data whereby providing increased transparency of portfolio holdings via its look-thru capability.

PAT DW is a global repository for enterprise wide risk management, portfolio analysis and reporting that integrates, normalizes, and reconciles investment data from internal investment systems and external analytics, risk and reference data providers. PAT DW supports all asset classes including equities, fixed income, and FX cash and derivatives instruments as well as structured securities/credit, hedge funds, private equity, and real estate.

“Consistent, reliable, and vetted data are paramount to the successful implementation of any investment system -accounting, portfolio management, transaction, risk and performance systems,” states Joseph Ohayon, Director at OTC. OTC Fin Data Warehouse and tools help streamline the asset allocation, investment, risk and performance measurement processes, producing integrated and actionable views and reports.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unlocking Transparency in Private Markets: Data-Driven Strategies in Asset Management

As asset managers continue to increase their allocations in private assets, the demand for greater transparency, risk oversight, and operational efficiency is growing rapidly. Managing private markets data presents its own set of unique challenges due to a lack of transparency, disparate sources and lack of standardization. Without reliable access, your firm may face inefficiencies,...

BLOG

Data Management Summit London Sees Leaders Take on Critical Issues

A-Team Group’s 16th annual Data Management Summit London brought together data leaders from the world’s largest financial institutions to discuss the biggest data and technology issues and trends within their industry. Hundreds of delegates from all over the world gathered to hear the latest thoughts of practitioners in keynote addresses and panel discussions before breaking...

EVENT

Eagle Alpha Alternative Data Conference, London, hosted by A-Team Group

Now in its 8th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

GUIDE

Risk & Compliance

The current financial climate has meant that risk management and compliance requirements are never far from the minds of the boards of financial institutions. In order to meet the slew of regulations on the horizon, firms are being compelled to invest in their systems in order to cope with the new requirements. Data management is...