Agincourt Capital Management has expanded its use of INDATA’s Intelligent Portfolio Management software suite by upgrading to the latest version of the cloud-based software, iPM Epic.
Agincourt Capital Management is an institutional fixed income manager with more than USD6 billion in AUM, based in Richmond, VA.
Agincourt, an INDATA iPM software client since 2012, had been looking for ways to better integrate, view and report on external data sources for use in its portfolio management and trading processes. As an institutional fixed income manager, data requirements are much more intensive than with other asset classes. Agincourt’s transition to Epic was driven by the opportunity to seamlessly and efficiently integrate, manage and report on data from a variety of different sources.
“After a comprehensive search in 2012, we chose INDATA for its powerful fixed income portfolio modelling, trading and pre/post trade compliance tools which we leverage extensively,” says B Scott Marshall CFA, Director, Portfolio Manager, Agincourt Capital Management. “With the added data management and reporting capabilities of Epic as well as the ongoing enhancements INDATA makes to its software, all of which are delivered via the cloud, we feel we have a very strong platform in place for our current and future needs/”
“Fixed income is an important part of our business and we are delighted that Agincourt Capital Management has decided to expand their usage of our products and services to support their day to day activities. We look forward to continuing our partnership with them on their ongoing business needs,” says David J Csiki (pictured), President of INDATA.