PAX World's CEO, Joe Keefe, believes in a profitable ESG and SRI investment portfolio. Eze OMS freed up traders and allowed Portfolio Managers to focus on core sustainable investing competencies. Learn why PAX World abandoned their previous OMS provider for a greener platform.
Video: Eze OMS at PAX World Mutual Funds
Singapore-based start-up implements Eze's order management and portfolio management & accounting systems.
Case Study: QQQ Capital Pte Ltd. Institutionalizes with Eze Portfolio Management & Accounting
Global macro hedge fund positions Eze's Portfolio Management & Accounting System at the hub of its middle- and back-office operations.
Case Study: Salt Rock Capital Partners Implements Eze Portfolio Management & Accounting
Natare launched in June 2017, as Eze Eclipse as the platform for its investment management operations. Co-founder and Analyst Joseph Weiss uses the platform to electronically route orders, monitor the portfolio, send end-of-day trade files to counterparties, reconcile the NAV, conduct compliance checks, and other core functions.
Video: How Eclipse Powered Natare's Business
Growing investment manager in Hong Kong relies on Eze Portfolio Management & Accounting to manage its funds.
Case Study: Kriya Capital Employs Eze's Portfolio Management & Accounting
CAO, Laurie Jelenek was looking to stray from an accounting system driven by spreadsheet allocations and non-communicating books and records. Learn how TIG Advisors’ exceptional Eze Investor Accounting experience led them to onboard Eze's fund accounting capabilities.
Video: Eze Investor Accounting at TIG Advisors
Global mutual fund adviser implements Eze's order management system to handle its investment operations.
Case Study: Pax World Management Implements Eze Order Management System
Apex Capital was founded in 2011 by a group of experienced investment professionals with the idea of catering to institutional investors in Brazil and abroad. At the outset, the firm sought out a vendor to help it with compliance. The decision to hire Eze, ultimately, came down to a combination of superior service quality, building a robust infrastructure, and low total cost of ownership.
Video: How Apex Capital Grew It's Business With Eze
Fund managers like TIG Advisors must continue to find ways to compete with the bigger players. COO and CLO, Michael Fastert, knows that spending time on mundane operational tasks is effectively costly to the fund. Learn how TIG Advisors optimizes operations, saving time and money, by partnering with Eze.
Video: Optimizing Operations at TIG Advisors