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.
Co-founder and Analyst Joseph Weiss use Eze Eclipse 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.
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.
At the outset, Apex Capital 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.
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.