Institutional Portfolio Systems: Understanding the Shifting Landscape and Future Trends

The global investment business totals US$63 trillion in assets under management, representing the security, intentions, and dreams of many millions of people. Behind the scenes, investment-centric technology known as portfolio systems power the industry by implementing, processing, and monitoring these investments. Today more than ever, these systems’ deep features and functionality serve a wide variety of investment firms.

The portfolio system is most typically, and ideally, a single database solution with fully integrated components that serve nearly every functional area of an investment firm. In this replacement market, solutions range from end-to-end product suites to pure portfolio accounting systems and reach multiple market segments. 

Join Aite Group senior analyst Denise Valentine for her webinar as she explores and discusses the past, present, and future trends in this critical technology sector.

Key takeaways:

  • Learn about portfolio system market trends to watch out for
  • Understand the shifting portfolio system vendor landscape and its highlights, challenges, and future trends
  • Hear about the evolution and impact of portfolio systems

Please note, this webinar recording is available on-demand to Aite Group clients by logging into the website above. For more information about gaining access to this webinar, please contact us

To view the report associated with this webinar, please go here

Institutional Portfolio Systems: Understanding the Shifting Landscape and Future Trends

Contact emails: 
October 12, 2016
10 a.m. ET - 10:45 a.m. ET

Denise Valentine is a senior analyst at Aite Group in wealth management, focusing on investment management topics such as portfolio technology and related processes ranging from traditional portfolio systems to portfolio management techniques leveraged within digital advice platforms. Ms. Valentine further focuses on data analytics, artificial intelligence, and retirement industry trends, such as the Department of Labor fiduciary rule and the defined contribution segment. Ms. Valentine spent several years with Aite Group evaluating the institutional asset management market.