by ubtiinc | May 17, 2021 | Case Studies
The Client Asset management firm of a major mutual fund complex in the United States. Their clients include some ofthe world’s largest corporate and public pension plans, financial institutions, endowments, and high net worth individuals. The client uses a report...
by ubtiinc | May 17, 2021 | Case Studies
The Client An asset management firm, based in CT, with an AUM of over $12B. The firm was using a spreadsheet-based analytics solution with multiple modules. As spreadsheets posed huge challenges in distribution and consumption of the data, the client decided to...
by ubtiinc | May 17, 2021 | Case Studies
The Client A Los Angeles-based hedge fund with $20+ billion AUM has investments in a broad range of asset classes. They use a leading third-party Order Management System (OMS) that is customized for their needs and is frequently updated. The hedge fund also uses a...
by ubtiinc | May 17, 2021 | Case Studies
The Client Global asset management firm based in Southern California with over $180 billion of assets under management. The firm offers a range of investment products spanning across equities, fixed income, and alternative investments. Their data is stored in multiple...
by ubtiinc | May 16, 2021 | Case Studies
The Client Global asset management firm with four decades of experience with investments across fixed income, equities, emerging markets, and alternative investments. The firm relies on data from vendors such as Bloomberg, Fitch, S&P, and Moody’s for critical...
