LONDON, June 29, 2022 /PRNewswire/ — Bloomberg announced today that GAM Investments, a leading independent pure-play wealth manager, has deployed an integrated suite of Bloomberg buy-side workflow solutions to streamline risk and portfolio management across the enterprise. The suite provides GAM with the ability to seamlessly manage market, liquidity and investment risk, particularly with Bloomberg’s new factor risk models.
Buy-side firms are increasingly looking for a technology partner that can help them manage portfolios and risk with flexibility and transparency, generate alpha for clients, and ensure they remain resilient in diverse market conditions.
Bloomberg’s integrated buy-side workflow solutions enable GAM’s traders, portfolio and risk managers to seamlessly manage strategies and portfolios throughout the risk management process, from pre-trade, intraday and end-of-day to regulatory reporting. The offering includes asset classes ranging from simple cash assets to the most complex bespoke structures. It provides GAM with consistent and consolidated pricing and rating services to assess and manage market risk through a full re-rating engine, as well as liquidity and portfolio risk across all market environments.
David DowsetHead of Investment at GAM, said: “Working with Bloomberg gives us access to robust and easily scalable solutions that allow us to streamline our risk management processes across asset classes and portfolios. This also helps us to enable even closer collaboration between teams, leading to efficiencies from better decision-making to deeper insights.”
Jose RibasGlobal Head of Risk and Pricing at Bloomberg, said: “Bloomberg’s offering combines several complementary solutions – pricing, risk analysis, market data – that represent much more than the sum of these parts. We’re excited to partner with GAM Investments to provide them with our robust and flexible solutions, powered by the depth and quality of data and analytics that Bloomberg stands for.”
Solutions adopted by GAM include:
MARS, Bloomberg’s Multi Asset Risk System, a suite of risk management solutions delivered on the terminal and via APIs, enabling front office, risk and collateral professionals to analyze trading and investment portfolios, manage portfolio exposures and market risk.
LQA, its liquidity assessment solution, uses Bloomberg’s robust financial datasets to provide a quantitative assessment of market liquidity, calibrated daily to quickly capture changing market conditions across multiple asset classes. The solution is also available “as a service” to enable seamless integration of liquidity analytics across the enterprise, facilitating regulatory compliance and improved risk management and investment processes.
PORT Enterprise, its multi-asset portfolio and risk analysis solution, which has been using GAM since 2020, allows the company to benefit from the new MAC3 GRM (Multi-Asset Class Global Risk Model), an advanced suite of risk factor models that delivers forecast accuracy for all types of portfolios, universes and investment styles.
GAM is a leading independent, pure-play wealth manager. The company provides active investment solutions and products to institutions, financial intermediaries and individual investors through three business lines: Investment Management, Fund Management Services and Wealth Management. GAM employed 605 FTE in 14 countries with investment centers in London, Cambridge, Zurich, Hong Kong, new York, Milanand Lugano as in December 31, 2021. The Investment Managers are supported by an extensive global distribution network. headquarters in Zurich, GAM is listed on the SIX Swiss Exchange with the symbol “GAM”. The group has AuM from CHF 94.8 billion ($103 billion) as in March 31, 2022.
Bloomberg is a global leader in business and financial information, delivering trusted data, news and insights that bring transparency, efficiency and fairness to markets. The company helps connect influential communities in the global financial ecosystem through reliable technology solutions that enable our clients to make more informed decisions and foster better collaboration. For more information visit Bloomberg.com/company or request a demo.