Case Studies

CASE STUDIES

• Baillie Gifford

  Baillie Gifford is one of the UK’s leading independently owned investment management firms.
  In the early 1990’s it became clear that Baillie Gifford needed a back-office system that could handle the breadth and depth of its operations.

• HBM Fund Services

  HBM Fund Services Group is a full-service firm providing middle- and back-office support, fund administration for hedge funds, fund of hedge funds and private-equity funds. When the company launched in early 2009, it needed a robust technology platform comprehensive enough to service all fund types, but also intuitive enough that it could be used quickly.

• Parnassus Investments

  Parnassus Investments (“Parnassus”) is an investment management firm founded in 1984, which applies a socially responsible investment approach to selecting undervalued companies.In 2003, the company required a flexible, intuitive, reliable back-office accounting system, and in 2006, it needed to add a best-of-breed, front-office electronic trading system to cope with a massive increase in assets under management.