The Group intends to provide third party asset managers with portfolio and distribution management tools originally developed for its own needs. Edmond de Rothschild Asset Management has been offering its Institutional and Fund Services activities since 1988, which cover AIFM and UCITS management company and back-office services (fund administration, depositary).
The new Extended Outsourcing Services (EOS) offering, is tailored for small and medium sized asset managers with between 1 and 10 billion EUR of assets under management who need to control their cost base in an increasingly competitive environment.
With EOS Portfolio Management, in addition to having access to Simcorp Dimension PMS, asset managers will benefit from a fully serviced front to back office solution, including middle office and data management services, maximizing their efficiency, whilst reducing operational and financial risk.
With the EOS Distribution Management Solution, powered by Microsoft Dynamics, asset managers will not only benefit from the core functionalities of a traditional CRM system, but above all from the customization of the tool to the needs of asset management sales and distribution. Moreover, they will be able to choose among added value services, such as order marking and trailer fee management.