Case Study: Edmond de Rothschild Asset Management optimizes portfolio and risk management with SimCorp

Edmond De Rothschild Asset Management manages CHF 73bn with SimCorp

Edmond de Rothschild Asset Management (Luxembourg) sought to optimize its portfolio and risk management capabilities while reducing operational risk. To achieve this, the firm partnered with vendor SimCorp and implemented its SimCorp Dimension platform as a core system for portfolio management, investment fund compliance, and risk.

The solution from SimCorp provided enhanced transparency to investors and served as the foundation for a new service offering, EOS Portfolio Management, which gives third-party asset managers secure and segregated access. As a result of implementing SimCorp Dimension, Edmond de Rothschild reduced its operational risk and built a strategic partnership with the vendor to support its innovative, conviction-driven investment strategies.

Edmond De Rothschild