Asset manager Liontrust has implemented a new enterprise portfolio management system integrated with an advanced data ecosystem to transform its investment management, client service, and scalability.
This technology overhaul is aimed at strengthening Liontrust’s investment and risk tools, enhancing productivity, and improving the quality of information provided to its teams and clients.
The transformation has been achieved through a collaboration with BlackRock’s Aladdin platform, a tech platform that unifies investment management with a common data language, enabling scale, insights, and business transformation., and BNY Mellon, a financial services company. By leveraging BlackRock’s Aladdin technology alongside BNY’s Data Vault and other partner systems, Liontrust has created a unified source of investment data. According to Liontrust, this integrated solution delivers portfolio and risk management capabilities across its fund management teams, asset classes and funds.
One feature of the implementation is an enhanced middle office operating model with BNY, which improves data quality and efficiency while enabling scalable portfolio management tools for Liontrust’s investment teams. The trading capabilities for this solution are powered by FlexTrade’s execution management system, FlexTRADER EMS, while Alpha Financial Markets Consulting supported the transition.
Third of financial advisers use custom-managed portfolio service solutions
John Ions, chief executive officer of Liontrust, commented: “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, enabling Liontrust to enhance reporting and digital services for our clients, while increasing productivity across the company. The solution also positions Liontrust to integrate emerging technology in the future. We thank all our partners for ensuring the project was implemented on schedule and as efficiently as possible.”
Tarek Chouman, BlackRock’s global head of Aladdin Client Business, added: “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.”
Emily Portney, global head of asset servicing at 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.”
