BMO Global Asset Management Realizes Significant Gains with SimCorp IBOR
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
SimCorp, a leading provider of investment management software and services for the global financial services industry, today released an in-depth video describing the benefits BMO Global Asset Management has realized since the firm has been utilizing SimCorp Dimension, as its ‘golden copy’ investment book of record (IBOR).
Watch the video by clicking on the website button above to learn how BMO:
· Has grown the firm’s fund family by 40%
· Is now able to onboard 3-4 SMA clients per week
· Has consistent data feeding all front-to-back systems in near real-time
Todd Healy, Head of Investment Operations at BMO Global Asset Management comments, “With SimCorp as our IBOR, we are able to analyze client portfolios faster, and share the information expediently amongst our investment analysts, traders, portfolio managers and executives. All of us can read from the same book of record at the same time. This is huge – it allows us to make better investment decisions for our clients. Ultimately the main beneficiaries of the SimCorp IBOR are BMO Global Asset Management’s clients.”
“While many in the industry continue to debate the merits of the IBOR, BMO Asset Management is a step ahead and has substantiated the value of having a single book of record for the firm’s clients,“ notes Klaus Holse, CEO at SimCorp. “The IBOR’s ability to support exposure and performance measurement in near real-time is a key differentiator for institutional asset managers who have to demonstrate the risk controls in place when pitching for new clients. We are pleased that SimCorp was selected to provide our IBOR solution to a world class organization like BMO Global Asset Management.”