Implements INDATA Architect AI OMS/PMS to help scale Global Credit Strategy
GREENWICH, Conn., March 5, 2025 /PRNewswire/ — INDATA, a leading industry provider of cloud-native, SaaS-based investment management solutions for buyside firms, today announced that GF Asset Management based in Sydney, Australia is live with INDATA’s Architect AI OMS/PMS, replacing their previous OMS provider.
GF Asset Management (GFAM) is a licensed investment manager and hedge fund that specializes in liquid fixed-income investments with a focus on high-quality corporate credit. The firm is the Investment Manager for the Yield Opportunities Trust. The Trust aims to provide investors with an absolute investment return via both capital growth and income by investing in global fixed-income instruments and takes a value-orientated, absolute return approach.
Founded in 2022, GF Asset Management had been seeking a more fully integrated OMS/PMS solution to help scale their trading and investment operations efficiently, particularly as they aim to grow their AUM and take on additional mandates. A key consideration for the new system was the ability to have the highest level of automation possible surrounding daily reconciliation with the firm’s custodians and fund administrator, rather than the manual data entry approach of its former provider. Another important consideration was the requirement of a fully integrated performance book of record (PBOR) for tracking performance and contribution to return within the same solution.
Having reviewed several systems in the OMS/PMS marketplace, GFAM selected INDATA. The firm had an expedited timeframe of only a few weeks to migrate to the new solution. The INDATA implementation team then began the onboarding process, ensuring GFAM was fully live by the required date.
“INDATA’s functionality and workflows surrounding trade creation, compliance, reconciliation and performance have saved us significant time, allowing us to focus on core activities – delivering for our investors.” commented Roni Green, Chief Investment Officer of GFAM.
“The INDATA team has also been helpful in accommodating some of our individual requests and reporting requirements while delivering them on a timely basis,” he added.
“We are very pleased to welcome GF Asset Management to the INDATA client community,” commented David Csiki, President of INDATA. “Hedge funds require robust and efficient Trade Order Management as well as Portfolio Management functionality to facilitate growth, which can be challenging in a marketplace of OMS/PMS systems that often lack automation or that have become legacy-based in terms of tech and system architecture, usually accompanied by escalating costs,” he added.
For further information on GF Asset Management, please visit www.gfasset.com.au
About INDATA®
INDATA is a leading specialized provider of SaaS (Software-as-a-Service), technology and managed outsourcing services for buyside firms, including trade order management (OMS), portfolio management, compliance, portfolio accounting and front-to-back office. INDATA iPM Portfolio Architect AI™ is the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI, and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors, wealth managers, and hedge funds. The company’s mission is to provide clients with cutting-edge technology products and services to increase trading and operational efficiency while reducing risk and administrative overhead.
INDATA provides software and services to a variety of buyside clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally. For more information, visit www.indataipm.com
Media Contact: David Csiki, [email protected]
SOURCE INDATA
