Viewpoints: A Charles River Conversation
Migrating & Managing Investment Technology in the Cloud
Software as a Service (SaaS) Best Practices and Benefits
Growing regulatory burdens, shrinking profit margins, and rapidly changing markets are forcing buy-side firms to rethink their technology solutions and deployment options. Partially in response to these challenges, firms are increasingly migrating their front and middle office systems to the cloud. Cloud deployment provides a number of key benefits, including frequent software upgrades, high quality data, predictable costs, and the latest cybersecurity.
Industry Thought Leaders
Director of IT, Polen Capital
As Director of Information Technology at Polen Capital, Andy manages the firm’s technology, data and analytics teams. He is also a member of Polen’s Operating and Risk Committees. Prior to joining Polen, Andy served as Senior Vice President and Managing Director of Information Technology at Hansberger Global Investors.
About Polen Capital
Polen Capital is an independent investment management firm that is completely employee controlled. We have two teams managing around $20 billion in AUM – a large company growth team in Boca Raton and a small company growth team that we recently added in Boston. Within the large company growth team we have three strategies: domestic, international, and global.
Senior Business Analyst, Victory Capital Management
Bill has been a business analyst with Victory Capital for over 20 years with a primary focus on supporting order management systems. During his tenure, Bill has implemented several order management systems, converted multiple investment teams to Charles River, implemented new functionality and workflows and provided daily support of the application. Victory has been using Charles River for the past 6 years.
About Victory Capital Management
Victory Capital is a multi-boutique asset management firm; we have 10 different investment teams that work autonomously, and we’re in nine different locations across the US. We have approximately $60 billion in AUM, and trade domestic and international equities, and domestic fixed income. We’ve been a hosted client of Charles River since July of 2012.
The Charles River Viewpoints Collection
- The Convergence of Buy-Side Risk and Performance Solutions
- Enabling Growth in a Time of Change: Building a Wealth Platform for the Future
- Evolution of the Smart OEMS: Using Analytics to make More Informed Trading Decisions
- APAC Asset Owners: An Industry in Transition
- Migrating and Managing Investment Technology in the Cloud
- Managing Funds by Strategy: Decoupling from the Back Office
- The Renewed Focus on Households in Portfolio Management (Wealth Management)
- How Factor Models Inform the Investment Process: Differentiating Risk and Return Drivers