Portfolio Management Platforms, 2021: Market and Vendor Landscape

This report examines portfolio management platforms (PMPs) that asset managers use to manage their client portfolios and investments. Contains one FinTech Quadrant.

Portfolio construction and management are at the core of asset management. The success of a fund depends on how far portfolios are created in line with investment mandates and styles, how decisions are rebalanced, and how thoroughly investments are monitored.

This report examines portfolio management platforms (PMPs) that asset managers use to manage their client portfolios and investments. The PMP is a core component of the investment management lifecycle: other types of asset management functionality (such as trading, portfolio construction/modeling, performance and risk analytics) are layered on top of the platform, across multiple asset classes that asset managers use to drive their businesses and investment styles.

Contains one FinTech Quadrant.

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