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InvestEdge Picks Up Major Client In World Of "Outsourced Chief Investment Officers"
Tom Burroughes
16 November 2012
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.