List of Gresham Control for Investment Management Customers
London, EC4N 1TX,
United Kingdom
Since 2010, our global team of researchers has been studying Gresham Control for Investment Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Gresham Control for Investment Management for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Gresham Control for Investment Management for Portfolio and Investment Management include: Northern Trust, a United States based Banking and Financial Services organisation with 23000 employees and revenues of $6.77 billion, MacKay Shields, a United States based Banking and Financial Services organisation with 300 employees and revenues of $32.0 million and many others.
Contact us if you need a completed and verified list of companies using Gresham Control for Investment Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Gresham Control for Investment Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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MacKay Shields | Banking and Financial Services | 300 | $32M | United States | Gresham Technologies | Gresham Control for Investment Management | Portfolio and Investment Management | 2016 | n/a |
In 2016 MacKay Shields implemented Gresham Control for Investment Management. The deployment used Gresham Control for Investment Management within the Portfolio and Investment Management category to centralize control, reconciliation and data validation workflows across middle and back office functions.
The implementation coincided with a standardized database maintenance and monitoring framework for SQL and MongoDB environments, covering 53 instances across Production 17, DR 6, and Development, QA and UAT 30, and supporting over 500 databases on versions 2008R2, 2012, 2014 and 2016. The environment combined on premise physical and virtual servers in standalone, clustered and availability group configurations with cloud migrations and code changes to support Azure, reflecting a hybrid deployment architecture.
Gresham Control for Investment Management was integrated with existing trade capture, reconciliation and data management systems, including Charles River, SS&C Portia, Electra Openstaars reconciliation, IHS Markit Enterprise Data Management, Epicor ERP and Fiserv Tradeflow, with ticketing and operational workflow linked to Atlassian Jira. Integrations focused on ingesting trade and reference data, automating exception routing and feeding reconciled positions into risk and finance workflows, reflecting Portfolio and Investment Management functional alignment.
Governance and operational controls were formalized through a database business continuity and disaster recovery plan that leveraged availability groups, mirroring, dump and load processes and Vision Solutions Double-Take for failover. The program included customized maintenance plans aligned to recovery time objective and recovery point objective SLAs, performance tuning, capacity planning and production of SOX audit reports for vendor and in house applications, supporting ongoing operational compliance and control.
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Northern Trust | Banking and Financial Services | 23000 | $6.8B | United States | Gresham Technologies | Gresham Control for Investment Management | Portfolio and Investment Management | 2019 | n/a |
In 2019, Northern Trust implemented Gresham Control for Investment Management as a core Portfolio and Investment Management capability within its Outsourced Chief Investment Officer program. The deployment was delivered on an Azure 4.0 cloud based architecture and provisioned to support OCIO business workflows and enterprise portfolio operations.
Gresham Control for Investment Management was configured to provide discrete functional modules including Portfolio Construction, Investment Policy Management, Order Management with rebalancing, Cash Management, FX Management, and Reporting. The implementation emphasized automation of rebalancing and portfolio construction workflows and centralized policy management for investment operations.
The program integrated the Gresham API for investment data loading and enabled online validation of custody records to support trusted position and transaction data flows. Operational coverage included support for over 100 billion dollars in assets under management and delivery across North America and India, with a cross functional team of more than 30 practicing Agile execution.
Governance was structured under program management with combined Program Manager and Scrum Master responsibilities, and fiscal oversight was maintained through project portfolio management for budgeting and monthly financial forecasting. The result was a scalable cloud based control and investment management platform that consolidated investment workflows, standardized validation and reporting, and improved operational efficiency for Northern Trusts OCIO business.
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