Portfolio BI

Blog Posts

Trade Allocation Checklist

A comprehensive and robust trade allocation policy can go a long way towards mitigating risk. Our team breaks down the top three trade allocation best practices in this guide.

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Portfolio BI Wins Best Trading Technology at the AltCredit Fund Intelligence US Awards

PBI named the Best Trading Technology by AltCredit in its AltCredit US Services Awards.

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Portfolio BI Awarded Best Data Management Solution 2020

Portfolio BI has been named Best Data Management Solution by HFM Week in the HFM US Services Awards 2020.

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Portfolio BI Shortlisted in the A-Team's Data Management Insight Awards 2020

PBI has been named to A-Team's Data Management Insight Awards 2020 shortlist for five categories.

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Portfolio BI Announced as a Finalist in 2020 Private Equity Service Provider Awards

PBI named as a finalist in the Technology category for the 2020 Private Equity Service Provider Awards.

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Portfolio BI Reports Q2 Results

Portfolio BI Announces Momentum Led by Top-Line Growth and a 20% Increase in Its Client Base

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Portfolio BI Shortlisted for the 2020 HFMWeek US Service Provider Awards

PBI Shortlisted for Best Data Management Solution and Best Use of Cloud Technology

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Enterprise Data Management Best Practice Guide

Discover 7 steps for creating a successful enterprise data management platform.

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Portfolio BI Completes Multiple Remote Client Implementations

Unfettered by Covid-19, Portfolio BI's remote delivery model successfully completes multiple client implementations

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Credit Suisse NEXT Investors' Portfolio Companies, LUX FTS and NorthPoint, Merge to Form Portfolio BI

CS NEXT Investors Enables Creation of the Leading Front-to-Back Order Management, Portfolio Management, and Data Management Platform for the Buy-Side

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Important Update: A Statement About COVID-19 (Coronavirus)

Portfolio BI continues to monitor the coronavirus (COVID-19) outbreak closely and is committed to delivering uninterrupted service to our clients.

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Introducing Portfolio BI

Credit Suisse Asset Management’s NEXT Investors to form Portfolio BI

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