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Press Release
LIONTRUST IMPLEMENTS DATA SOLUTION IN COLLABORATION WITH BLACKROCK ALADDIN® AND BNY TO ENHANCE INVESTMENT MANAGEMENT, CLIENT SERVICE AND SCALABILITY
London – [20 November, 2024] – Liontrust, the specialist asset management company, has strengthened its data management, delivery and analysis across the business through the implementation of an enterprise portfolio management system that is integrated with a new data ecosystem. The new technology solution improves investment and risk tools, enables productivity gains and enhances the information supplied to Liontrust’s investment teams and clients. It will also strengthen reporting and digital services while providing scalability for Liontrust.
The enhancements have been achieved by implementing an integrated solution through collaboration with BlackRock’s Aladdin platform and The Bank of New York Mellon Corporation (BNY). Liontrust will leverage BlackRock’s Aladdin technology in combination with BNY’s Data Vault and other strategic partner systems to deliver comprehensive portfolio and risk management capabilities, built on the foundation of a unified and consistent source of investment data, and leveraged across fund management teams, asset classes and funds. This integration, which includes an enhanced Middle Office operating model with BNY, significantly enriches data quality and efficiency, streamlines analysis, and delivers scalable portfolio management tools for Liontrust’s investment teams, establishing a robust operating model that supports the company's long-term growth.
The trading capabilities are provided by FlexTrade’s execution management system, FlexTRADER EMS. Liontrust was supported in the technology and data transition by Alpha Financial Markets Consulting.
John Ions, Chief Executive Officer of Liontrust, commented: “The new single, integrated front-office solution is an important investment that will benefit the business and our clients through the quality and consistency of data going forward.
“It will bring significant benefits to our investment management and risk teams. Our delivery and analysis of data will be more efficient, which will enable Liontrust to enhance the reporting and digital services we provide our clients, as well as increasing productivity across the company. The solution will also enable Liontrust to integrate emerging technology in the future.
“We thank all of our partners in ensuring the project has been implemented on schedule and as efficiently as possible.”
Tarek Chouman, BlackRock’s Global Head of Aladdin Client Business, said, “We are delighted that Liontrust has selected BlackRock’s Aladdin platform to help achieve its long-term strategic growth goals. By seamlessly delivering flexible, interoperable technology with sophisticated multi-asset management workflows, BlackRock’s technology will drive value in the immediate and long term for Liontrust. We are pleased to work with BNY to deliver a scalable solution for Liontrust.”
“Now, more than ever, institutions are looking to unlock value and scale to keep up with continually changing markets with technology that looks across portfolios and connectivity to the broader asset management industry.”
Emily Portney, Global Head of Asset Servicing, BNY, said, “The increasing complexity of managing and applying data is a significant challenge for asset managers to grow and scale their business. We are proud to support Liontrust in enhancing their investment platform with a new data-driven operating model that will deliver critical insights, elevate the client experience and improve operational efficiency. We are pleased to continue working with BlackRock to deliver high-quality, front-to-back solutions for our mutual clients.”
-Ends-
Liontrust
Liontrust is an independent, specialist asset manager established in 1995 and listed on the London Stock Exchange since 1999. Headquartered on the Strand in London with additional offices in Edinburgh and Luxemburg, Liontrust had £26.0 billion in AuMA as at 30 September 2024. Liontrust seeks to enable investors to enjoy a better financial future through eight investment teams investing in a range of global equities, fixed income, sustainable investment and multi-asset portfolios and funds.
About BlackRock Aladdin®
Aladdin® is a tech platform that unifies the investment management process by providing a common data language within an organization to enable scale, provide insights, and support business transformation.
As a strategic technology provider to institutional investors including asset managers, pension funds, insurers, and corporate treasurers, the Aladdin® platform combines sophisticated risk analytics with comprehensive portfolio management, trading, operations, and accounting tools on a single, unified platform. BlackRock’s Aladdin® platform is a financial technology platform designed for institutional use only and is not intended for end investor use.
BNY
BNY is a global financial services company that helps make money work for the world – managing it, moving it and keeping it safe. For 240 years BNY has partnered alongside clients, putting its expertise and platforms to work to help them achieve their ambitions. Today BNY helps over 90% of Fortune 100 companies and nearly all the top 100 banks globally to access the money they need. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of September 30, 2024, BNY oversees $52.1 trillion in assets under custody and/or administration and $2.1 trillion in assets under management.
BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Headquartered in New York City, BNY employs over 50,000 people globally and has been named among Fortune's World's Most Admired Companies and Fast Company's Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow on LinkedIn or visit the BNY Newsroom for the latest company news.
Media contacts
Liontrust
Share Communications
liontrustpr@sharecomms.co.uk
Hugo Mortimer-Harvey
+44(0)7769 722663
hmortimer-harvey@sharecomms.co.uk
Eleanor Mitchell
+44(0)7947 823957
emitchell@sharecomms.co.uk
BlackRock
Emma Phillips
+44 (0) 7841 220365
emma.phillips@blackrock.com
Ellie Bishop
+44 (0) 7741 811316
Ellie.bishop@blackrock.com
BNY
Anneliese Diedrichs
+44 (0) 7930 135524
anneliese.diedrichs@bny.com
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Aladdin® is a technology platform used by asset managers and owners including banks, financial institutions, pensions, corporations, insurers, and wealth managers. The Aladdin platform unifies the investment management process, providing a common data language within an organization to enable scale, provide insights, and support business transformation. Through eFront® technology, alternative investment data management is covered to meet the needs of alternative investment professionals worldwide and across all major alternative asset classes. From fundraising, fund administration and reporting to data services and analytics, the platform provides capabilities to support decision making and investment oversight.
Aladdin® and eFront® platforms bring together public and private asset class data to create an industry-recognized whole portfolio solution for investment professionals globally. Find out more at www.blackrock.com/aladdin | request@blackrock.com
This material is provided for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change at any time without notice. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Performance and risk calculations, including those incorporated into Aladdin technology, are based on assumptions, historical correlations, and other factors (such as inputs provided by the Aladdin users) and are not assured to predict future results. All graphs and screenshots are for illustrative purposes only. BlackRock’s Aladdin platform is a financial technology platform designed for institutional, wholesale, qualified, and professional investor/client use only and is not intended for end investor use. Aladdin users undertake sole responsibility and liability for investment or other decisions related to the technology’s calculations and for compliance with applicable laws and regulations. The technology should not be viewed or construed by any Aladdin users, or their customers or clients, as providing investment advice or investment recommendations to any parties. For additional information on any of the descriptions contained herein, please contact your Aladdin Relationship Management representative. BlackRock may modify or discontinue any functionality or service component described herein at any time without prior advance notice to you.
Certain Aladdin technology products and services may not be offered by BlackRock in your local jurisdiction.
In the U.S. and Canada, this material is intended for institutional investors. In the UK, this material is for professional clients (as defined by the Financial Conduct Authority or MiFID Rules) and qualified investors only and should not be relied upon by any other persons. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock. In the EEA, this material is for professional clients, professional investors, qualified clients and qualified investors. For qualified investors in Switzerland: This information is marketing material. This material shall be exclusively made available to, and directed at, qualified investors as defined in Article 10 (3) of the CISA of 23 June 2006, as amended, at the exclusion of qualified investors with an opting-out pursuant to Art. 5 (1) of the Swiss Federal Act on Financial Services ("FinSA"). For information on art. 8 / 9 Financial Services Act (FinSA) and on your client segmentation under art. 4 FinSA, please see the following website: www.blackrock.com/finsa. In Singapore, this is for use only with institutional investors as defined in Section 4A of the Securities and Futures Act, Chapter 289 of Singapore. In the provision of any of the services described herein, neither BlackRock (nor any of its affiliates) will be acting in a capacity as investment adviser or broker-dealer nor will it be performing the functions of an organized market or exchange (and has not been recognized as doing so by the Monetary Authority of Singapore). In Hong Kong, the technology and the material is for distribution to "Professional Investors" (as defined in the Securities and Futures Ordinance (Cap.571 of the laws of Hong Kong) and any rules made under that ordinance.) and should not be relied upon by any other persons or redistributed to retail clients in Hong Kong. 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