Actinver Partners with Bloomberg to Enhance Asset Management Technology and Efficiency

Actinver Partners with Bloomberg for Advanced Asset Management Solutions



In a strategic move aimed at enhancing operational efficiency, Actinver Asset Management, one of Mexico's largest asset management firms, has officially announced the adoption of Bloomberg's state-of-the-art buy-side solutions. With assets exceeding 360 billion pesos under management, Actinver is focusing on streamlining their portfolio and risk management workflows through this new partnership.

David Galarza, General Director of Actinver Fund Operator and Actinver Asset Management, expressed enthusiasm about this implementation, stating, "We are excited about our collaboration with Bloomberg that positions us for further growth. This initiative is not just about technology; it is about solidifying our reputation as the prime choice for investors looking to manage their assets in Mexico."

Integrated Solutions for Enhanced Workflows


Actinver has chosen to implement Bloomberg AIM—a key order and investment management technology platform that automates workflows across the trade lifecycle. This adoption will significantly reduce manual processes, thus opening doors for greater scalability within the firm's operations. Furthermore, the utilization of AIM's comprehensive pre- and post-trade compliance features will aid Actinver in adhering to stringent local regulatory requirements.

Moreover, the Actinver asset management team will benefit from Bloomberg MARS, a leading risk management solution that assists firms in evaluating and mitigating portfolio risk. With MARS Market Risk, Actinver will gain insights into various market risk factors associated with their investment funds. This tool enables the identification of market risk sources linked to their portfolio on both absolute and relative scales, empowering them to make informed decisions.

The advanced MARS Collateral Management feature will also help Actinver navigate the complexities of emerging over-the-counter (OTC) derivatives regulations, which have been stressed by the Central Bank of Mexico.

Strengthening Operational Integrity


The suite of integrated solutions provided by Bloomberg promises to minimize operational risks by facilitating efficient workflows throughout pre-trade compliance, trade execution, risk management, and post-trade analytics. Galarza emphasized the importance of this technology upgrade, remarking, "By leveraging Bloomberg's technology, we are set to enhance team collaboration and operational integrity while also providing our clients with superior investment management services."

Liza Parlatore Lopez, Bloomberg Business Executive for Mexico and Central America, congratulated Actinver on reaching an impressive milestone: the management of 300 billion pesos in funds. Lopez noted, "This achievement firmly establishes Actinver as the fifth-largest fund operator in Mexico. We are proud to partner with a firm so dedicated to innovation and excellence in asset management."

Bloomberg's Global Reach


Bloomberg AIM and MARS are integral components of Bloomberg's comprehensive buy-side solutions, encompassing front-to-back technology applications that support investment lifecycle management. Nearly 15,000 professionals across 900 client firms globally utilize Bloomberg AIM to manage over $22 trillion in assets, reflecting its scope and reliability.

In addition to AIM, Bloomberg's MARS suite, used by over 1,100 financial professionals, provides vital risk analytics for both cash and derivative securities, ensuring that firms maintain a unified perspective across their investment activities. This holistic approach to risk management empowers asset managers with up-to-date risk metrics essential for decision-making in today's fast-paced market.

Actinver's commitment to leveraging industry-leading technology exemplifies its dedication to its clients and its position in the marketplace. As a major player in the financial services landscape, Actinver continues to focus on growth and excellence in investment management.

For more information about Actinver and its offerings, please visit Actinver's official website.

For further details on Bloomberg's asset management solutions, you can check their official site.

Topics Financial Services & Investing)

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