Best practices in performance systems selection, proof-of-concept, and implementation shared with performance and risk management professionals
BOSTON, MA, (September 28, 2016) - IMP Consulting, a leader in OMS implementation and compliance solutions for the asset management industry, today announced the launch of the POINT to PORT Transition Resource Center, available on the company website at http://bit.ly/POINTtoPORT.
The resource center was launched in response to Bloomberg’s acquisition of Barclays Risk Analytics and Index Solutions (BRAIS), which includes the intellectual property of POINT portfolio analytics. All current Barclays POINT clients, now facing an 18-month transition deadline, must either migrate to PORT or evaluate alternative options before the sunset of the analytics platform.
“Many performance and risk management professionals, already burdened with the demands of existing project priorities, do not have the bandwidth to properly evaluate the best path forward,” said Jane Stabile, President of IMP Consulting. “At the same time, a controlled migration entails disciplined planning, thorough requirements analysis and extensive testing. IMP’s resource center offers asset management firms a step-up by providing expert guidance, sample roadmaps, vendor questionnaires, and conversion best practices to help accelerate their approach from day one.”
The available tools and artifacts available in the resource center are based on IMP’s proven methodology and hands-on experience in systems search and selection, proof-of-concept, and implementation. One of the key artifacts, Portfolio Analytics: Vendor Search and Selection Must-ask Questionnaire, was created based on IMP’s proprietary survey data collected from current POINT users at a cross-section of buy-side investment management firms.
IMP has also established the POINT to PORT LinkedIn Group, an open forum to discuss the Barclays POINT to Bloomberg PORT conversion. The online discussion group is open to topics including transition timelines, user experiences, sample project plans and best practices.
For more information on the resources available for the POINT transition, or to request the Vendor Search and Selection Must-ask Questionnaire, contact IMP Consulting at (617) 314-7415, or email firstname.lastname@example.org.
About IMP Consulting
IMP Consulting is the industry leader in OMS implementation and compliance solutions for buy-side investment management firms and hedge funds. IMP also offers advisory services, system review and selection, and management of outsourced projects across the front, middle and back-office. Known for their deep subject matter expertise in Trade Order Management, Compliance, Performance and Accounting Systems, IMP's consultants understand the commercial landscape and have broad, hands-on experience with the world's leading investment software products. To learn more, please visit www.impconsults.com or call (617) 314-7415.