#Australia #Sydney #INDATA #trading solutions #GF Asset Management

GF Asset Management Integrates INDATA's Solutions

Sydney, Australia – March 5, 2025 – GF Asset Management (GFAM), a renowned licensed investment manager prominent in liquid fixed-income investments, has officially adopted INDATA's Architect AI Order Management System (OMS) and Portfolio Management System (PMS). This strategic move marks a significant shift from their previous OMS provider, aiming to enhance efficiency as they scale their operations.

GFAM manages the Yield Opportunities Trust, which targets an absolute return through investments in global fixed-income instruments, applying a value-oriented strategy for capital growth and income generation. Established in 2022, the firm recognized the necessity for a more advanced and integrated OMS/PMS system to support their ambitious growth objectives and to manage assets under management (AUM) effectively.

A primary focus for GFAM was to achieve a higher level of automation in their daily reconciliation activities. The firm wished to minimize reliance on manual data entry practices that characterized their previous system. Moreover, the need for a fully integrated Performance Book of Record (PBOR) was pivotal, providing comprehensive performance tracking and contribution analysis within a single solution.

After an extensive evaluation of available systems in the OMS/PMS marketplace, GFAM chose INDATA for its superior functionalities. With only a few weeks designated for the transition, the INDATA implementation team worked diligently to ensure GFAM was operational on schedule.

Roni Green, Chief Investment Officer at GFAM, expressed satisfaction with the new system's impact: "INDATA's features concerning trade creation, compliance, and reconciliation have considerably reduced the time we spend on these tasks, thus allowing us to concentrate on our primary goal – serving our investors effectively."

He further noted, "The INDATA team has been exceptionally accommodating, responding promptly to our specific requests and reporting needs, which has been invaluable during our transition phase."

David Csiki, President of INDATA, commented on the partnership, stating, "We are excited to welcome GF Asset Management into the INDATA community. Hedge funds often face challenges in identifying effective Trade Order Management and Portfolio Management solutions, especially in a market filled with outdated options that lack modern automation features. Our goal is to provide robust technology that facilitates growth while helping clients manage costs effectively."

INDATA stands as a leader in delivering specialized, cloud-native SaaS solutions tailored for buyside firms, covering essential areas such as trade order management, portfolio management, and compliance. The firm's iPM Portfolio Architect AI™ represents a groundbreaking tool for portfolio construction and management powered by artificial intelligence and machine Learning.

For additional information about GF Asset Management and their latest integration with INDATA, visit www.gfasset.com.au.

About INDATA

INDATA specializes in providing innovative SaaS solutions and managed outsourcing services designed for buyside firms, including trade order management, portfolio management, compliance, and comprehensive back-office solutions. Their platform offers real-time collaboration capabilities, ensuring that institutional investors and hedge funds can maintain high-efficiency operational frameworks while managing risk effectively. With clients managing assets ranging from under $1 billion to over $100 billion across various asset classes worldwide, INDATA continues to establish its reputation for excellence. For more details, you can visit www.indataipm.com.