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Right-Size Your Portfolio Management Platform By Keith Brodhead Jr., vice president, sales, QED Information Systems Inc.

Managing a technology platform for institutional investors requires real-time responsiveness and the foresight of an oracle to keep pace with increasing flows of incoming and outgoing data streams. To ensure you get ROI from your people and processes, it is necessary to evaluate them from a holistic perspective. This requires examining your post-trade processes to identify redundant or unnecessarily complicated steps that can be consolidated or eliminated.



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