About a-team Marketing Services
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: The ROI of Data Trust: Quantifying the Business Value of Data Observability

Data is the fuel that keeps modern financial institutions’ motors running but if that data can’t be trusted then the decisions made based upon it, or the uses to which its put, will be compromised. That’s especially important for data that’s fed into artificial intelligence models. If the data isn’t clean, accurate and complete, then...

BLOG

Rimes Configures Capabilities into New Fabric to Scale AI Data Workflows

Rimes has built out its data management and investment intelligence offering to give clients a new unified suite of capabilities that can accelerate and scale their artificial intelligence-powered data and workflows. Intelligence Fabric for Capital Markets adds new functionality to the New York-headquartered company’s services, seeking to meet the increasingly complex data needs of asset...

EVENT

TEST Event page 2

Now in its 15th year the TradingTech Summit London brings together the European trading technology capital markets industry and examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

AI in Capital Markets Handbook 2026

AI adoption in capital markets has moved into a more disciplined phase. The priority is now controlled deployment: where AI can be used safely, where it can deliver measurable value, and how outputs can be governed, monitored and evidenced. The 2026 edition of the AI in Capital Markets Handbook examines how AI is being applied...