The Portfolio BI team attended the AIMA - The Alternative Investment Management Association Alternative Credit Council Global Summit in London this week, where our CEO, Jonathan White moderated a panel. Jonathan, alongside his guests, discussed #OperationalInfrastructure and #PortfolioMonitoring. If you would like to know more about how Portfolio BI can support your business needs, please reach out to Jonathan or a member of our team for an open conversation.
Portfolio BI
Financial Services
New York, NY 4,030 followers
It’s all about data. | PBI Axiom, PBI Vector, & PBI Stratus
About us
At Portfolio BI, it's all about data. PBI empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Our clients benefit from our integrated platforms, local technological expertise, seasoned financial experts, and off-the-shelf solutions. Over 175 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI’s technology for over 20 years. We don't just help you access, organize, and analyze your data; we help you act on it.
- Website
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https://portfoliobi.com
External link for Portfolio BI
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Enterprise Data Management, Security Master, OMS, PMS, Compliance, MSSP, IT Services, Cyber Security, Data Workflow, Data Analytics, Data Governance, Investment Technology, SaaS, and Private Credit
Locations
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Primary
110 W 40th St
Floor 3
New York, NY 10018, US
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30 Crown Place
London, EC2A 4EB, GB
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Balkanska 2
Belgrade, 11000, RS
Employees at Portfolio BI
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Greg Zinger
Lead Software Product Engineer @ Pporfolio BI & Owner of ZBit Inc.
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Shawn Brady
Gilder Gagnon Howe & Co. LLC
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Jonathan White
CEO Portfolio BI | Empowering Investment Managers to Deliver Performance Securely Through Leading Data Analytics and Infrastructure Advisory
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Ryan Wade
Project Manager at Portfolio BI
Updates
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Jonathan White, CEO of Portfolio BI, recently discussed developments within the regulatory sector with Simon Eyre from Drawbridge. With upcoming cyber regulations like #DORA and the SEC's proposed #CyberRule, Jonathan was keen to know what key elements #FundManagers often overlook when preparing to meet regulatory demands. Watch below to find out more.
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“We couldn’t be happier with Portfolio BI and now have a partner we can call upon anytime we need help in the future.”- PBI Vector client. Founded in 2012, Portfolio BI recently named their flagship solutions, including PBI Vector, which helps optimize your firm's operational automation and efficiencies. Visit our website to find out how PBI can partner with your team, or get in touch with us today: https://lnkd.in/gZGc6WRm #EnterpriseDataManagement #data #analytics #SingleSourceofTruth
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We were keen to find out how Jonathan White, our CEO, has found his first 100 days working at Portfolio BI. Watch his response here.
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Managing #Data efficiently and securely is more critical than ever. Portfolio BI is proud to introduce three new powerful solutions designed to tackle the industry's most pressing challenges. From #DataManagement to #Cybersecurity, the Portfolio BI suite is designed to meet the unique challenges of today’s financial market. Find out more: https://lnkd.in/gZGc6WRm
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#Outsourcing is no longer a passing trend; it's a key element of business life in the #FinancialSector. Jonathan White, CEO at Portfolio BI recently took the time to discuss this matter with Ian Forrest of OSMO Partners. Watch below to discover how #OutsourcedServices enhance operational efficiencies for #AssetManagement firms – and keep an eye out for our video series with OSMO Partners later in the year.
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Jonathan White, our #CEO, has been with Portfolio BI for 100 days. We asked him, “What do you hope that Portfolio BI can achieve over a 6-, 12-, and 24-month period?” Find out here
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Portfolio BI is a proud of sponsor the upcoming AIMA - The Alternative Investment Management Association Alternative Credit Council Global Summit 2024 in London. Our CEO, Jonathan White, will be leading the panel discussion on 'Operational Infrastructure and Portfolio Monitoring', where he will engage with industry peers to explore how #PrivateCreditManagers are tackling operational challenges and building infrastructures for future growth. If you are attending the #AIMAAlternativeCreditCouncilGlobalSummit 2024 or will be in London on October 2nd, reach out to Jonathan White to connect.
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#PrivateCreditManagers constantly adapt to changing market dynamics, balancing performance transparency with the understanding of investment-related risks. However, #ManualDataProcesses are hindering their ability to meet #InvestorDemands efficiently. Embracing #Technology and #Automation is crucial for maintaining competitiveness and managing complex deals. To find out more, contact us at [email protected]
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After his first 100 days as CEO, we asked Jonathan White, “What are the main topics of conversations that you are having with clients of Portfolio BI as CEO?” Watch his response here: