The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Lombard Odier Selects Bloomberg to Streamline Risk Management Processes

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.”

Related content

WEBINAR

Upcoming Webinar: Adverse media screening – how to cut exposure to criminal activity, from money laundering to human trafficking

Date: 23 September 2021 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Screening for adverse media coverage of counterparties presents an incredible opportunity for financial institutions to limit risk exposures and identify bad actors early. It is required by regulations such as the EU’s sixth Anti-Money Laundering Directive (AML 6), and...

BLOG

Confluence Acquires Fundpeak to Address Funds’ KIID, PRIIPS Requirements

Pittsburgh-based risk and regulatory solution specialist Confluence Technologies has agreed to acquire Fundpeak, a provider of tools for helping buy-side firms manage their marketing and communications based in Czech Republic. The acquisition aims to strengthen Confluence’s offerings in the segment by leveraging Fundpeak’s expertise in providing secure fund portals and marketing tools such as fund...

EVENT

RegTech Summit New York City

Now in its 5th year, the RegTech Summit in NYC explores how the North American financial services industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

ESG Handbook 2021

A-Team Group’s ESG Handbook 2021 is a ‘must read’ for all capital markets participants, data vendors and solutions providers involved in Environmental, Social and Governance (ESG) investing and product development. It includes extensive coverage of all elements of ESG, from an initial definition and why ESG is important, to existing and emerging regulations, data challenges...