Blaze Portfolio > Blog > BlazePortfolio Newsletter – Streamlining the Investment Management Process
BlazePortfolio Newsletter – Streamlining the Investment Management Process
September 8, 2011
TAMP’s – A Model for Streamlined Investment Management
A streamlined investment management process is a key factor to the overall operational performance of an investment firm. The investment management process includes research, asset allocation, investment modeling, rebalancing and trading.
The first installment in our multi-part series on streamlining the investment management process is focused on Turnkey Asset Management Programs (“TAMPs”). TAMPs, by definition, provide a streamlined investment management process that is replicated across multiple firms.
Did you know that you can open up ATOM ALIGN multiple times without using more than a single user license?
This is a great feature for clients that have multiple screens or want to compare different views at the same time. To open ATOM ALIGN more than once simply open a new tab or instance of the same browser, and log in again.
BridgePortfolio® and BlazePortfolio Announce Strategic Partnership
ATOM ALIGN is the first hybrid OMS-rebalancing solution designed to integrate the comprehensive modeling
capabilities of a rebalancing system with the trading features of an OMS.
In the past investment advisors had to choose either a rebalancing system or an order management system (OMS). Investment managers traditionally used OMSs, while investment advisors chose rebalancing systems.
Today advisory firms are more diverse, requiring a broader range of investment strategies, processes and vehicles.