DNCA Finance, an asset manager with EUR25 billion in AuM and part of Natixis Global Asset Management group since 2015, has deployed Alphametry Investor, a cloud-based research management solution, to its entire organisation.
Alphametry Investor helps asset management firms control their research spending and painlessly comply with the new inducement rule under MiFID 2 unbundling regulations. Its powerful and user-friendly web application allows portfolio managers to better leverage internal and external research content. Centralised and structured research inputs enable compliance to easily retrieve the research documentation timeline linked to investment decisions.
Jean-Charles Meriaux, fund manager and CIO at DNCA Finance, says: “Alphametry’s research management solution is an innovative tool designed to provide quick and easy access to internal and external research. As unbundling became a reality at DNCA, we thought it was important to aggregate internal research in a central location to make it easier to store, retrieve, track and share.”
Fabrice Bouland (pictured), CEO, Alphametry says: “For the first time, our cloud-based solution enables asset managers to oversee their research interactions consumption based on proprietary and continuous analytics, with the added advantage of complying with the new unbundling rules. With competition and innovation forcing firms’ to evolve the investment processes dramatically, highly diverse sources and formats of research must be quickly and systematically turned into collective knowledge in order to generate more performance.”
Alphametry Investor features a powerful search engine, along with collaborative tools allowing portfolio managers to share notes and insights. The technology offers for the research and compliance functions a consolidated ranking system based on accurate metrics of portfolio managers’ activity.
