Investment Newsflashes: Causeway Goes Live on Eagle’s Investment Management Solutions via Eagle ACCESS, and more
Causeway Capital Management Goes Live on Eagle's Investment Management Solutions via Eagle ACCESS
Causeway Capital Management, a Los Angeles, Calif.-based investment management firm with approximately $12 billion in assets under management, has fully deployed portfolio management, performance measurement and accounting solutions by West Hartford, Conn.-based Eagle Investment Systems. Causeway went live with the solutions via Eagle's ASP service, Eagle ACCESS.
According to a formal statement released by Eagle, Causeway chose the technology provider for its "tightly integrated product suite, which includes robust accounting and performance solutions, and for its extensive experience with hosting investment management solutions." Causeway selected Eagle STAR, a high-volume investment accounting solution; Eagle PACE, a data hub and portfolio reporting solution; and Eagle Performance, an investment performance measurement and attribution module, all of which are being hosted on Eagle's ASP service, Eagle ACCESS.
"Causeway successfully leveraged the experienced professionals at Eagle ACCESS and the Eagle product suite to extend the capabilities for our back office into the foreseeable future," said Pete Petersen, Causeway's head of information systems, in the press release.
Société Générale Private Banking Implements Odyssey's WUI
Société Générale Private Banking Switzerland has implemented a Web user interface (WUI) by Lausanne, Switzerland-based Odyssey Asset Management Systems. The WUI currently allows more than 140 Relationship Managers to use a selection of Odyssey's Relationship Manager and Portfolio Manager components as the backbone for their front-office workstation. The WUI has been customized to access the bank's back-office system, enabling users to place online front-to-back orders, fiduciary and transfer trades. The next phase of the project will include the implementation of the Relationship Manager's online alerts and multi-criteria query (MCQ), both of which are subsets of Odyssey's Client and Portfolio Modeling component. Portions of Odyssey's new Collaborative Advice & Contact Management and Client Data Management components will also be included in the next phase of Société Générale project.
NorthStar Announces a Suite of Enterprise Advisory Solutions
NorthStar Systems International, a San Francisco-based provider of enterprise wealth management software solutions for the financial services industry, has announced the general availability of NorthStar 3.0 -- a suite of best practices enterprise advisory solutions, including Sales Prospecting & Proposals, Planning, Investment Selection, Client Portfolio & Performance Management, and Practice Management. These solutions leverage NorthStar's previously released Wealth Management Technology Platform.
"NorthStar 3.0 introduces best practices advisory solutions that enable the full life cycle of the advisory process, allowing firms to better attract and retain advisers, reduce the immediate and long-term costs of technology, all within a consistent and compliant servicing model," said Robert Zangrillo, chief executive officer of NorthStar, in the press release. "NorthStar 3.0 offers a compelling value proposition either for firms seeking an individual solution, or for those wishing to leverage their investment in individual solutions over time by implementing our wealth management technology platform. The platform reduces the cost and complexity of integration as the financial services firm seeks an integrated advisory desktop."