Latest news with #PORTEnterprise
Techday NZ
3 days ago
- Business
- Techday NZ
Milford enhances research with Bloomberg RMS Enterprise adoption
Milford, the New Zealand-based specialist investment firm, has adopted Bloomberg's enterprise-level Research Management Solutions (RMS Enterprise) to improve research production and workflows. The move expands Milford's utilisation of Bloomberg's suite of buy-side solutions, aimed at streamlining processes across the entire investment cycle. With RMS Enterprise in place, Milford intends to enhance automation in its research operations, facilitate efficient sharing of insights among teams, and simplify sustainable investment research efforts. Through RMS Enterprise, Milford will combine market data with internal information across various asset classes, increasing transparency and efficiency within its investment process. The solution enables the research team to generate content using both structured and unstructured data, while also supporting research analytics and the deployment of scoring models. Milford already utilises Bloomberg's PORT Enterprise for portfolio and risk analytics, which offers advanced risk and return attribution models. By integrating RMS Enterprise and PORT Enterprise, Milford can automate the creation of analyst model portfolios—improving oversight by analysts and enhancing the evaluation of research ideas. Integrated workflows The adoption of RMS Enterprise will benefit Milford's broader investment team by integrating with other Bloomberg Terminal workflows. Team members will be able to access and discover relevant research content more easily using Bloomberg's search and analytical tools. RMS Enterprise also features a comprehensive administration suite that supports collaboration across the organisation and can be configured to integrate with proprietary in-house systems where required. "We are pleased to adopt Bloomberg's Research Management Solutions to enhance our research capabilities. The smooth and easy integration with both the Bloomberg Terminal and our existing technology solutions enables us to streamline our processes and efficiently share and manage research across teams." Wayne Gentle, Chief Investment Officer and Executive Director at Milford, provided this comment regarding the adoption of Bloomberg's RMS Enterprise. Vendor perspective "As the macro-economic environment remains unpredictable and drives further market volatility, today's leading buy-side firms rely on the efficient use of first-class research to generate alpha. We are delighted to provide Research Management Solutions to Milford to streamline and enhance their investment cycle and workflows so they can continue to deliver actionable insights to their end investors." Ben Pool, Sales Manager for New Zealand and Australia at Bloomberg, outlined the value the firm sees in supplying research solutions to Milford under current economic conditions. Research capabilities Bloomberg's research offerings aim to transform investment research and analysis processes for clients by providing access to consistent, high-quality data and analytics, both from Bloomberg and other content partners. Its solutions can be implemented across individual desktops or enterprise-wide to help optimise research production and facilitate distribution of insights within organisations and to counterparties. PORT Enterprise, Bloomberg's premium offering currently used by Milford, is employed by more than 750 clients. It provides sophisticated portfolio risk and return attribution capabilities, including enhanced customisation and batch reporting. Clients also have access to Bloomberg's Multi-Asset Class (MAC3) fundamental risk factor models, which feature advanced risk forecasting tools such as Tracking Error volatility, Value-at-Risk (VAR), and scenario analysis. Both RMS Enterprise and PORT Enterprise are components of Bloomberg's integrated buy-side solutions, which are designed to offer technological support throughout the front-to-back investment lifecycle. Milford manages over NZD $27 billion in funds across New Zealand and Australia and serves over 150,000 direct investors and financial advisers across the two countries. The company has historically emphasised active fund management, employee ownership, and investing alongside its clients.
Bloomberg
26-03-2025
- Business
- Bloomberg
Bloomberg's Integrated Buy-Side Solutions Selected by LGT Wealth Management to Help Streamline Workflows and Power Future Growth
Bloomberg announced that LGT Wealth Management, one of the leading wealth managers in the UK, has adopted Bloomberg's integrated buy-side solutions to create a seamless workflow for the entire front-to-middle-office trade lifecycle. Bloomberg will support LGT Wealth Management's current Funds business and the acquired Abrdn Capital funds. Will Habberfield, COO at LGT Wealth Management, said, 'Our adoption of Bloomberg's buy-side solutions has provided meaningful opportunities for our organization to unify our workflow, from idea generation to order modeling, execution and post-trade processes. With Bloomberg, we have deeper portfolio insights, as well as the ability to utilize automation and straight-through processing across our workflow alongside a technology partner that will continue to support us as we grow.' With this adoption, LGT Wealth Management benefits from a streamlined order and portfolio management experience utilizing AIM, Bloomberg's leading order and investment management technology solution, and PORT Enterprise, for performance attribution, risk and liquidity analysis. Bloomberg's post-trade operations capabilities allow the firm to complete inbound reconciliation processes from their custodian partners, as well. The firm will also use Bloomberg BTCA for transaction cost analysis and Bloomberg RHUB for MiFID II Transaction reporting requirements. Together, these solutions create a consistent, efficient offering across the enterprise workflow that will support LGT Wealth Management as it continues to grow and evolve to meet future technological, regulatory, and operational needs. A key component of the adoption has been the use of the Portfolio Manager Workspace (PM ) solution integrated into the order management offering, providing a single experience for LGT Wealth Management Investment Managers to surface actionable data points specific to their portfolios. 'Bloomberg's strength lies in the interoperability and integration across our solutions set for the buy-side and it's been an exciting project to implement this new workflow for LGT Wealth Management,' said Jose Ribas, Global Head of Buy-Side Solutions, Bloomberg. 'We're proud to be the vendor of choice to support this next stage of growth for their firm.' Bloomberg AIM is a leading order and investment management technology solution with multi-asset decision support and portfolio management, order management, trade compliance and post-trade workflows. Bloomberg AIM is used by nearly 15,000 professionals at over 900 client firms globally to manage more than $22 trillion in assets. PORT and PORT Enterprise provide portfolio and risk analytics with advanced risk and return attribution models across 15,000 firms globally empowering clients to gain deeper insights into portfolios. Together, these solutions manage integrated workflows of more than 300 shared clients, including over 100 of the world's top asset managers by AUM. For more information, visit Bloomberg Buy-Side Solutions. Bloomberg BTCA delivers robust multi-asset transaction cost analysis harnessing Bloomberg's global market data across a wide range of trading benchmarks. BTCA offers impactful trading insights that help clients create and monitor optimal trading and execution strategies. Using BTCA's powerful exception-based workflows, traders can efficiently meet a firm's compliance and execution policies through granular analysis of the entire trade flow life cycle. About Bloomberg Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. For more information, visit or request a demo. Bloomberg media contact US, Casey Fernandez, csheets8@ +1 212 617 6463
