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Home›Portfolio management›Indata, a software service for buy-side businesses, reveals that Quay Global Investors is live with its portfolio management solution

Indata, a software service for buy-side businesses, reveals that Quay Global Investors is live with its portfolio management solution

By Sue Norton
October 16, 2021
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Indata, an industrial provider of software, technology and managed services to buy-side companies, reveals that Quay Global Investors currently living with Solution Architect AI OMS and INDATA portfolio management.

Quay is a boutique fund manager specializing in the preservation and creation of wealth through unique strategies in real estate securities. It was created in 2013 by the directors Justin blaess and Chris Bedingfield, who have also entered into a strategic partnership with Bennelong Fund Management.

“With INDATA, we are able to manage our portfolio management and trading activities quickly and efficiently,” said Justin Blaess, director and portfolio manager for Quay.

As mentioned on the company’s official website, Blaess and his colleagues manage the Quay Global Real Estate Fund, which was introduced in 2014 and invests in a portfolio of 20-40 real estate securities “listed on stock exchanges around the world”. It is “relatively concentrated and without currency hedging, with a belief-based approach”.

The company also noted that its founding partners have more than 40 years of collective experience in direct real estate, equity research, investment banking and investment management in local and international markets, “their giving a unique skill set and perspective that they bring to managing a portfolio of global real estate securities.

Blaess added that the system is quite easy to use and also allows them to properly manage their compliance and reporting requirements.

As a cloud native service, Architect AI does not need any internal IT infrastructure, and only a web browser, and provides extensive functionality in key areas such as trading, portfolio management, compliance. pre and post trade as well as optional performances. / attribution report.

The system combines the right functionality with AI tools to perform complex workflows efficiently. In addition, it offers fully integrated Data Warehouse and BI (Business Intelligence) reporting tools to manage data management and visualizations / reports.

“We are very pleased to welcome Quay to our growing Australian customer base,” added David Csiki, President of INDATA.

Csiki also mentioned that Architect AI provides an enhanced SaaS service that “combines deep functionality with a fully modern technology platform that can be tailored to the needs of each client, an important differentiator in a competitive market for companies looking to expand. their assets under management ”.


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