Case Study: Centre Asset Management achieves streamlined operations and renewed focus on alpha with Enfusion

Centre uses Enfusion to take everything but alpha out of the equation

Centre Asset Management, a fundamentally driven active asset manager, faced operational complexity from using multiple disparate systems for trade execution, portfolio accounting, reconciliation, trade transmission and custodian connectivity, which diverted resources away from investment management. In 2021 Enfusion’s single PMS, OEMS and accounting platform plus Enfusion Managed Services were adopted to replace those systems and reduce the firm’s operational burden.

Enfusion implemented an integrated front-to-back platform with live OEMS order routing, Bloomberg data feeds, real‑time portfolio and intra‑day NAV visibility, and managed middle-office services (daily reconciliation, corporate action processing, trade affirmation and trade-break resolution). The result was near‑elimination of trade breaks and bespoke integrations, faster settlement, full confidence in position integrity across custodians, and time saved to focus on alpha — outcomes reflected in Centre’s top Morningstar US large‑blend fund rankings for one-, three- and five‑year periods ending December 31, 2022.

Centre Asset Management

James Abate

Founder, Managing Director & Chief Investment Officer