Enfusion

The Women@Enfusion Network wrapped up #WomensHistoryMonth by hosting a happy hour in New York City. Supported by an employee resource group dedicated to the career advancement of women in finance, attendees had the opportunity to connect with industry peers and foster community. Thank you to all who came!

??New Beyond Alpha Podcast Alert ?? Episode 26 - Building a Flexible Data Architecture feat. Gerard Miller and Michael Christman The expanded use of new securities and complex strategies requires firms to build data architectures that are up to the task. Join us as we break down the key components of building scalable data systems ?? ?? Creating adaptable data systems that support changing business demands. ?? Building a solid data plan focusing on organization and integration from day one. ?? Avoiding future headaches by ensuring consistent data systems with a strategic approach. Spotify: https://lnkd.in/eVergH4B YouTube: https://lnkd.in/ePa9H2qc Apple Podcasts: https://lnkd.in/eAsZFVDv #Podcast #Data #InvestmentManagement #Operations #Strategy

Oslo and Paris-based Amundsen Investment Management needed a flexible, scalable platform from launch to efficiently manage global equity investments with a lean team. Specializing in IPO and primary market investments, Amundsen's founders also previously worked at the Norwegian Sovereign Wealth Fund, thus setting high expectations for operational efficiency. ??Key requirements: - Automatic booking - Broker connectivity across several markets - Real-time trade execution - Compliance reporting across multiple jurisdictions Check out what Amundsen COO Vinoth Sivanayagam says about their ops workflows since adopting the Enfusion platform. “The ability to manage our operations internally without constant external assistance has been essential. We have the independence we value, streamlining our processes and improving our response time. We connect seamlessly from our different offices. This is crucial for our team members in Paris and Oslo, as it enables consistent and reliable operations regardless of where we are.” Read the rest of the Client Story to learn more. French language version in the comments ?? #FinTech #ClientStory #InvestmentManagement

Legacy Investment Tech Creating Modern Ops Challenges - Feat. Ross Tremblay, CFA Asset managers are expanding their tech stacks to meet the growing demand for innovative investment vehicles. The challenge is that they often use outdated legacy systems, and it's unrealistic for them to start from scratch when modernizing core infrastructures. Now, these firms are trying to do two things at once. ?? Incorporate new investment types into their product offerings ?? Unwind legacy tech for a modern future Discover more insights from Ross's appearance on episode 21 of the Beyond Alpha podcast. #InvestmentTech #FinTech #AssetManagement

?Don't miss our upcoming webinar? Register to learn about maximizing fund value through withholding tax reclaims and securities class action recovery. ?? Join us where we partner with WTax and Financial Recovery Technologies to provide practical insights on how firms can use tax recovery to: ??Supplement alpha ??Offset costs ??Meet fiduciary duties Featured speakers: Bryan Gray - Regional Director APAC, WTax Michael Lange - Senior VP or Worldwide Litigation, FRT Christy Lai - Executive Director, Regional Lead APAC, Enfusion ??Register now: https://lnkd.in/dcCUegVe #Webinar #TaxReclaims #ClassAction

??Key takeaways from InvestOps USA 2025 ?? We had an amazing time at InvestOps in Orlando last week. We enjoyed connecting with everyone! At the conference, Heads of Investment Operations continue to see the addition of more complex strategies and investment vehicles, which is driving the need to adapt operating models. Check out insights from our expert team ?? "Expanded use of new securities and more complex strategies are driving operational risk and complicated by disparate systems and data management challenges. Firms are responding by consolidating systems, looking for data-centric solutions, and blurring the lines between front, middle, and back office." - Gavin Little-Gill, Managing Director, Product Manager GTM "InvestOps reinforced that firms increasingly prioritize an integrated, front-to-back investment operating model to drive efficiency and flexibility. While challenges in data quality and governance continue to plague managers, the trend is moving to a more proactive approach in streamlining data architecture and enhancing data lineage." - Lena Friedman, Head of Partnerships and Alliances "AI was a hot topic, captivating attendees with demos of AI agents integrated into trade compliance and newly announced partnerships for alternative asset document processing. Industry leaders revealed how they are tapping into AI’s potential in the hope of boosting operational efficiency and crafting next-gen asset management solutions." - Patrick Ochynski, CFA, Executive Director, Product Management "When talking about outsourcing, panelists highlighted the benefits of leveraging a third-party vendor for repetitive tasks. Not only does this free up current team members for higher value activities, but you avoid constantly training new employees, and can instead utilize an expert with an easier ability to scale. What problems are you looking to solve? While cost may be a driver, improving workflows and gaining efficiency for the long term is key. Ultimately, you still have to answer to clients about the decision, so identify what is critical to your investment results and the required oversight that will need to remain in-house." - Dori G., Senior VP, Business Development #InvestOpsUSA #InvestmentOperations #FinTech

On the next episode of the Beyond Alpha podcast ???- Building a Flexible Data Architecture Featuring: Michael Christman, Managing Director, Operations, RTW Investments, LP Gerard Miller, Co-founder and Chief Revenue Officer, Hedgineer As investment firms move into new asset classes, they're under pressure to rethink their operating models and build a data architecture that supports complex strategies. We examine how firms can establish dynamic and flexible data systems to keep pace with investor demands. #Podcast #BeyondAlpha #Data

For #EmployeeAppreciation, we held special events and activities to thank our global teams for all their hard work. #OneEnfusion "Enfusion’s greatest strength has always been our people. Your passion, integrity, and dedication are what drive our success, and I want to extend my immense gratitude to all of you for everything that you do." - Oleg Movchan, Enfusion CEO.

We are thrilled to share the success of our charity dinner celebrating a decade of Enfusion's presence in the APAC region, hosted in collaboration with Help For Children (HFC). We proudly announce that we donated on behalf of all attendees to support HFC's mission to prevent and treat child abuse. We thank all clients, partners, industry peers, and C-level executives who attended this special event. Your presence and participation were invaluable! #HelpForChildren #OneEnfusion

Stop by our table at TSAM London! ?? Business Design Centre ??? April 8, 2025 We'll be at table C4, where you will have the opportunity to learn about the Enfusion platform's capabilities to: ??Eliminate friction in trade execution with integrated solutions ??Capitalize on investment alpha with unified data and ops workflows ??Implement automation for trade execution and risk management ??And much more! #TSAMLondon #InvestmentOperations