LONDON and BOSTON, July 17, 2013 /PRNewswire/ --
Mondrian Investment Partners Limited, a leading global investment management firm with offices in London and Philadelphia, has selected the multi-award-winning Equipos Coric™ Client Communications suite to enhance the quality and responsiveness of the firm's client servicing function. Mondrian, which has $68 billion in assets under management, will replace its legacy client reporting solution with Coric to further automate the firm's client reporting processes and enable more effective production of their monthly institutional client reports.
Coric Client Communications is an end-to-end client reporting and communications suite used by buy-side firms to enrich client experience, improve operational efficiency and cut costs. Its sophisticated report design and build tools empower business users to create and modify marketing-quality reports without technical assistance.
"Coric's flexible report designer and workflow automation tools should enable Mondrian to achieve three key goals," said Warren Shirvell, Deputy COO at Mondrian. "We want to increase operational efficiency while enhancing our business users' reporting system experience and then be able to re-use client data throughout our organization."
According to Alan Hamilton, CEO at Equipos, "We are delighted that Equipos was awarded this contract following Mondrian's stringent due diligence process. Through an in-depth proof of concept project we demonstrated Coric's ability to generate the full range of reports required. We were also able to prove domain expertise and financial stability, which are essential to sustain long and successful partnerships."
"We decided Equipos was the best fit for Mondrian from both a business and a technical perspective," commented Mr Shirvell. Over time we are hopeful Coric will fulfill its potential of becoming the core application for all of our client facing data."
About Equipos (http://www.equiposgroup.com)
Equipos is the leading international supplier of automated client communications and client reporting solutions for wealth management and institutional investment management firms, third party administrators and global custodians. Equipos Coric™ empowers client services staff to create personalized, marketing-quality client reports, fund fact sheets, client meeting packs, presentations and other client communications without recourse to IT.
Founded in 1999, Equipos is a private company with a global client base and offices in North America and the UK. Clients are served directly by Equipos or via our rapidly expanding Global Partner Network.
Waters Buy-Side Technology
Client Reporting Platform of the Year
2011 & 2012
Best Client Reporting Solution 2013
About Mondrian Investment Partners Limited (http://www.mondrian.com)
Mondrian is a value-oriented money manager with assets under management of $68 billion (as of March 31, 2013). Established in 1990, Mondrian is 100% employee owned, has 54 investment professionals and 172 employees in two locations: London, UK and Philadelphia, USA.
Mondrian's clients are institutional investors from around the globe. The company has a wide range of products that cover equity, fixed income and balanced mandates, offering individual portfolio management for equity accounts greater than $100 million and fixed income accounts greater than $50 million. For clients that do not meet Mondrian's minimum individual portfolio sizes, products are also available through a range of institutional pooled funds.
Jessica Allen +1-617-273-8033
Lucy Heavens +44(0)1344-701988