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: Are you making the most of the business-critical structured data stored in your mainframes?

Fewer than 30% of companies think that they can fully tap into their mainframe data even though complete, accurate and real-time data is key to business decision-making, compliance, modernisation and innovation. For many in financial markets, integrating data across the enterprise and making it available and actionable to everyone who needs it is extremely difficult....

BLOG

AI Emerges as Key Focus for the Buy-Side, Says SIX

Three years ago when Swiss financial data and market infrastructure provider SIX launched its first report together with Crisil Coalition Greenwich on the state of play within the buy-side, the subject of artificial intelligence barely made an appearance. Fast-forward to 2025, and AI dominates the latest report. AI is being deployed within a growing number...

EVENT

TradingTech Summit New York

Our TradingTech Briefing in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

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,...