Australian-Based Caledonia (Private) Investments Signs on With the Eze OMS

Sydney and New York - 19 January 2011

Latest client win caps off record growth in Asia-Pacific for Eze Castle Software in 2010

ConvergEx Group, a leading technology company, today announced that Australian-based Caledonia (Private) Investments is now live on its award-winning order management system, the Eze OMSâ„¢.

Founded in 1992, Caledonia (Private) Investments is a privately owned investment management group with combined assets under management of approximately $2 billion AUD. Caledonia is using the Eze OMS to automate their investment processes including pre- and post-trade compliance monitoring, portfolio modelling, FX hedging and domestic and international electronic trading with their brokers. Seamless data interfaces allow Caledonia to automate the exchange of data between the Eze OMS and multiple third parties, including custodians and other investment systems.

“Caledonia was looking to streamline its entire investment process with a single system,” said Chris O’Connor, head of Australian sales for ConvergEx’s Eze Castle Software. “With the Eze OMS we introduced a collaborative workflow between Caledonia’s trading and operations teams and eliminated the need for duplicating data entry between multiple systems.”

“We are tremendously happy with how the Eze OMS has transformed our trading processes. We have greatly benefited from the industry knowledge and expertise they provide through ongoing support and training,” said Roland Chia, general manager of Business Process and Technology at Caledonia. “Given the level of service that our Eze consulting team has provided, it is no surprise to us that they are seeing so much growth throughout the Asia-Pacific markets.”

“We are thrilled with the client response we have seen throughout the region in 2010,” said RG Manalac, head of Asia-Pacific consulting for ConvergEx’s Eze Castle Software. “In fact, in 2010 we continued to sign on new clients in the region at a tremendous rate, with one third of our new clients choosing the Eze OMS to replace an OMS they were previously using.”

The award-winning Eze OMS leverages a real-time open architecture to streamline the investment cycle for all asset classes – from idea generation through settlement. The Eze OMS provides functionality to support portfolio management, compliance, trading and operations in a single platform.

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