Strategic Investment Group switches to Vermilion for client reporting
November 14, 2016, Boston: Vermilion Software (‘Vermilion’), the leading global supplier of client reporting and communications software, announces that it has gone live with leading institutional investment outsourcer Strategic Investment Group (‘Strategic’).
Strategic Investment Group, a pioneer in dedicated Outsourced CIO (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for institutional and private investors. Strategic’s proprietary process combines active portfolio management, rigorous risk management and open architecture manager selection. Based in Arlington, Virginia, Strategic has approximately US$37 billion of assets under management.
Vermilion has now replaced all of Strategic’s client reports, standardizing their look and feel and automating the re-use of data to create a more efficient reporting solution.