Liontrust has strengthened its data management, delivery and analysis across the business through the implementation of an enterprise portfolio management system that is integrated with a new data ecosystem.
In a statement today (20 November), the asset manager said the new technology solution improves investment and risk tools, enables productivity gains and enhances the information supplied to its investment teams and clients. It will also strengthen reporting and digital services while providing scalability for Liontrust.
The enhancements have been achieved by implementing an integrated solution through collaboration with BlackRock’s Aladdin platform and The Bank of New York Mellon Corporation (BNY).
Liontrust will leverage BlackRock’s Aladdin technology in combination with BNY’s Data Vault and other strategic partner systems to deliver comprehensive portfolio and risk management capabilities, built on the foundation of a unified and consistent source of investment data, and leveraged across fund management teams, asset classes and funds.
This integration, which includes an enhanced Middle Office operating model with BNY, significantly enriches data quality and efficiency, streamlines analysis, and delivers scalable portfolio management tools for Liontrust’s investment teams, establishing a robust operating model that supports the company's long-term growth.
The trading capabilities are provided by FlexTrade’s execution management system, FlexTRADER EMS. Liontrust was supported in the technology and data transition by Alpha Financial Markets Consulting.
John Ions, chief executive officer of Liontrust, said: “The new single, integrated front-office solution is an important investment that will benefit the business and our clients through the quality and consistency of data going forward.
“It will bring significant benefits to our investment management and risk teams. Our delivery and analysis of data will be more efficient, which will enable Liontrust to enhance the reporting and digital services we provide our clients, as well as increasing productivity across the company. The solution will also enable Liontrust to integrate emerging technology in the future.
“We thank all of our partners in ensuring the project has been implemented on schedule and as efficiently as possible.”
Tarek Chouman, BlackRock’s global head of Aladdin Client Business, said: “We are delighted that Liontrust has selected BlackRock’s Aladdin platform to help achieve its long-term strategic growth goals. By seamlessly delivering flexible, interoperable technology with sophisticated multi-asset management workflows, BlackRock’s technology will drive value in the immediate and long term for Liontrust. We are pleased to work with BNY to deliver a scalable solution for Liontrust.
“Now, more than ever, institutions are looking to unlock value and scale to keep up with continually changing markets with technology that looks across portfolios and connectivity to the broader asset management industry.”
Emily Portney, global head of asset servicing, BNY, said: “The increasing complexity of managing and applying data is a significant challenge for asset managers to grow and scale their business. We are proud to support Liontrust in enhancing their investment platform with a new data-driven operating model that will deliver critical insights, elevate the client experience and improve operational efficiency. We are pleased to continue working with BlackRock to deliver high-quality, front-to-back solutions for our mutual clients.”
