Technology

InvestEdge Picks Up Major Client In World Of "Outsourced Chief Investment Officers"

Tom Burroughes Group Editor 16 November 2012

InvestEdge Picks Up Major Client In World Of

Callaghan & Co, a driver of the outsourced chief investment officer sector, has signed up to the  InvestEdge operating platform. Hirtle Callaghan supervises more than $20 billion for family groups and institutions.

Services delivered by the platform include portfolio management, performance measurement, client reporting, trade automation compliance monitoring and data aggregation. InvestEdge will also integrate with Hirtle Callaghan’s client relationship management solution as well as provide the firm’s clients with access to account and performance data through a secure portal.

The web-based InvestEdge system is used by 63 investment firms that collectively manage assets totaling more than $673 billion.

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