Asset manager Liontrust has implemented an enterprise portfolio management system integrated with a new data ecosystem, which aims to strengthen the firm’s data management, delivery, and analysis.

The new technology solution will seek to improve investment and risk tools, enable productivity gains, and enhance the information supplied to Liontrust’s investment teams and clients.

Liontrust stated that the solution will also strengthen its reporting and digital services while providing scalability.

The integrated solution has been implemented through collaboration with BlackRock’s Aladdin platform and The Bank of New York Mellon Corporation (BNY).

Liontrust will seek to leverage BlackRock’s Aladdin technology in combination with BNY’s Data Vault and other strategic partner systems to deliver portfolio and risk management capabilities, built on the foundation of a “unified and consistent source” of investment data, and leveraged across fund management teams, asset classes, and funds.

This integration, which includes an enhanced middle-office operating model with BNY, aims to enrich data quality and efficiency, streamline analysis, and deliver scalable portfolio management tools for Liontrust’s investment teams.

The trading capabilities are provided by FlexTrade’s execution management system, FlexTRADER EMS, while Liontrust was supported in the technology and data transition by Alpha Financial Markets Consulting.

“The new single, integrated front-office solution is an important investment that will benefit the business and our clients through the quality and consistency of data going forward,” said Liontrust CEO, John Ions.

“It will bring significant benefits to our investment management and risk teams. Our delivery and analysis of data will be more efficient, which will enable Liontrust to enhance the reporting and digital services we provide our clients, as well as increasing productivity across the company. The solution will also enable Liontrust to integrate emerging technology in the future.

“We thank all of our partners in ensuring the project has been implemented on schedule and as efficiently as possible.”

Also commenting on the collaboration, BlackRock global head of Aladdin client business, Tarek Chouman, said: “We are delighted that Liontrust has selected BlackRock’s Aladdin platform to help achieve its long-term strategic growth goals.

“By seamlessly delivering flexible, interoperable technology with sophisticated multi-asset management workflows, BlackRock’s technology will drive value in the immediate and long term for Liontrust. We are pleased to work with BNY to deliver a scalable solution for Liontrust.

“Now, more than ever, institutions are looking to unlock value and scale to keep up with continually changing markets with technology that looks across portfolios and connectivity to the broader asset management industry.”

BNY global head of asset servicing, Emily Portney, added: “The increasing complexity of managing and applying data is a significant challenge for asset managers to grow and scale their business.

“We are proud to support Liontrust in enhancing their investment platform with a new data-driven operating model that will deliver critical insights, elevate the client experience and improve operational efficiency. We are pleased to continue working with BlackRock to deliver high-quality, front-to-back solutions for our mutual clients.”

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