Swiss Finance & Property Group (SFP Group), a prominent player in real estate asset management, is embarking on a significant transformation of its investment management technology. This initiative will incorporate Software as a Service (SaaS) solutions from a leading financial services platform. The goal is to enhance their front-to-back operational capabilities to foster growth and efficiency.
As part of this agreement, the financial services company will supply a comprehensive suite of integrated investment management solutions for SFP Group. These will cover various functions, including trade order management, execution, portfolio management, compliance checks before and after trades, risk management, middle office operations, and regulatory reporting.
The transformation also includes advanced services for SWIFT messaging and monitoring trade settlements, as well as performance measurement and portfolio simulation powered by a strategic partner specializing in analytics.
The CEO of SFP Group emphasized the critical role of technology in their strategic plans to expand their award-winning asset management services. By leveraging a future-ready platform, the firm aims to bolster operational resilience and make more informed, agile decisions. This operational and technological shift is seen as foundational for aligning their infrastructure with long-term growth and regulatory requirements.
Among the notable features of the new implementation is a seamless integration between trade execution and management tools, providing portfolio managers and traders with an enhanced experience. Furthermore, the platform addresses longstanding issues with regulatory reporting through automated trade and transaction reporting technology, which minimizes the need for manual processes and reduces operational and compliance risks. Enhanced connections with local exchanges will also lead to more efficient settlement processes, supported by built-in regulatory controls to meet Switzerland’s evolving financial regulations on outsourcing, cyber risk, and operational resilience.
The engagement with SFP Group reflects the increasing demand from global asset managers for scalable and integrated technology solutions that connect all facets of the business—front, middle, and back office. The emphasis on modernizing technology and operations aims to reinforce risk management, expedite digital transformation, and facilitate growth. This commitment to confident transformation is essential for asset managers to maintain focus on cultivating alpha generation and ensuring operational excellence.
SFP Group undertook an extensive evaluation over several years to redesign its operating model, aiming to replace outdated portfolio management and SWIFT systems with advanced technology infrastructure to support its expansion. The unified platform is anticipated to consolidate workflows and data across trading, portfolio management, risk assessment, operational details, and compliance, streamlining processes, enhancing transparency, and boosting scalability.
This strategic move is a significant step for SFP Group, aligning their technological capabilities with future market demands and regulatory obligations, ultimately positioning them for sustained success in the investment management sector.