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

Kiltearn Partners Implements Indata IPM Epic to Centralise Data Management

Subscribe to our newsletter

Edinburgh based investment firm Kiltearn Partners has implemented Indata’s iPM Epic platform to centralise data, deliver data management efficiencies and support business intelligence.

The firm was founded in 2011 and has been using Indata’s Intelligent Portfolio Management (iPM) technology since 2013 to support front-to-back office needs including order management, compliance, portfolio modelling, accounting, performance and reporting. Substantial growth from less than $1 billion to over $7 billion of assets under management in the past few years led the firm to re-evaluate its investment systems and select Indata’s iPM Epic software as an enterprise data management platform. iPM Epic includes big data technology tools and integrates with iPM to centralise data across the firm.

Stuart Gunderson, chief operating officer at Kiltearn Partners, says: “The strength of Indata’s iPM Epic system is that it allows us to extend our capabilities to be able to capture and work with data in ways that are beneficial to our operations and marketing efforts. Operationally, we are now better equipped to streamline our outside data feeds through Epic. Epic also provides tools to centralise data. This creates many efficiencies and eliminates the inefficient and labour intensive process of trying to extract data from different systems and bring it together for analytical or business intelligence purposes.”

Avoiding sometimes lengthy implementation processes associated with stand alone enterprise data management systems, Kiltearn Partners installed and deployed the iPM Epic solution in about a month.

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

Tracing Data’s Transformation is Key to Compliance and AI Effectiveness: Webinar Preview

Transparency and accuracy are characteristics of data that are equally important for financial institutions’ compliance processes and the rollout of artificial intelligence applications. Without those qualities, regulators will have little trust in the disclosures of firms’ compliance teams and any AI technology will be prone to misleading and potentially damaging outputs. To ensure these two...

EVENT

Eagle Alpha Alternative Data Conference, 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

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...