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Case Study: How Pax World Adopted Eze OMS To Streamline Workflows (Video)

Posted in Thought Leadership on
Thursday, February 9, 2017
by Jeff Shoreman
WARNING: There are no cute cats, crazy stunts, or celebrity punking in the following video.
But for me, it's about as satisfying as it gets – because it validates all the hard work we do here at Eze to let our clients focus on what they do best.
 
In this case, that's sustainable investing.
 
Pax World
 
Last November we visited Portsmouth, New Hampshire, the home of Pax World Investments. Founded in 1971 by United Methodist ministers, Pax now has over $4 billion in assets under management and is a world leader in sustainable investment. The firm constructs portfolios of companies with strong environmental, social and governance profiles, using rigorous financial and sustainability analyses.
 
Our goal was to find out how their day-to-day business has changed following implementation of Eze OMS.
 
After you've watched the 4-minute video below, I'll highlight a few of the main points on how using an OMS has helped Pax optimize operations.
 

 
Switching to the Eze OMS
 
Brian Fruh, v.p. of Information Technology, spearheaded Pax's technology outsourcing. When the firm decided to look for a provider, these were the criteria they had in mind:
 
• Support that the OMS provider can provide;
• Redundancy of the system;
• Security of the system, combined with ease of access;
• Accuracy of information;
• Ease of use on the part of the portfolio management team and the traders; and
• The ability to integrate with legacy systems.
 
Eze: A Reliable System – and a True Partner
 
Ultimately, Pax chose Eze OMS to streamline operations. "It's freed up the traders so that they can trust the system. And it's allowed the portfolio managers to better analyze their portfolio holdings and make decisions on the direction of the market or their individual portfolio," Fruh said. He also underscored the importance of having the Eze team available to provide daily support — something we strongly believe in as well.
 
More Case Studies
 
For more in-depth details on Pax's implementation, as well as other examples, we encourage you to visit our Case Studies page.
 
We'll get to the cat videos soon, I promise. Until then, don't forget to subscribe! See you next time.
Jeff Shoreman, President, Eze Software Group

Jeff Shoreman

Jeff serves as president and CEO of Eze Software and has been with the company for more than 15 years. During his tenure he has held a number of leadership and executive positions, including chief operating officer from 2005 to 2012, and prior to that he was chief technology officer.

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