Agincourt Capital Management Upgrades to INDATA’s iPM Epic Solution

1 June 2017

Firm Expands INDATA Software Usage With Enhanced Data Management and Reporting Capabilities 

INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that Agincourt Capital Management has expanded its use of INDATA’s Intelligent Portfolio Management® software suite by upgrading to the latest version of the industry leading cloud-based software, iPM Epic. Agincourt Capital Management is an institutional fixed income manager with more than $6 Billion in AUM, based in Richmond, VA.

Agincourt, an INDATA iPM software client since 2012, had been looking for ways to better integrate, view and report on external data sources for use in its portfolio management and trading processes. As an institutional fixed income manager, data requirements are much more intensive than with other asset classes. Agincourt’s transition to Epic was driven by the opportunity to seamlessly and efficiently integrate, manage and report on data from a variety of different sources.

“After a comprehensive search in 2012, we chose INDATA for its powerful fixed income portfolio modeling, trading and pre/post trade compliance tools which we leverage extensively,” commented B. Scott Marshall CFA, Director, Portfolio Manager, Agincourt Capital Management. “With the added data management and reporting capabilities of Epic as well as the ongoing enhancements INDATA makes to its software, all of which are delivered via the cloud, we feel we have a very strong platform in place for our current and future needs,” he added.

“Fixed income is an important part of our business and we are delighted that Agincourt Capital Management has decided to expand their usage of our products and services to support their day to day activities. We look forward to continuing our partnership with them on their ongoing business needs,” commented David J. Csiki, President of INDATA.

For more information on INDATA’s product offering, visit

INDATA is a leading specialized provider of software, technology and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic - the industry’s first investment technology platform specifically designed for the era of big data. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.

INDATA provides software and services to a variety of buy-side clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes (i.e. equity, fixed income, etc.) both domestic and international. 

Become a bobsguide member to access the following

1. Unrestricted access to bobsguide
2. Send a proposal request
3. Insights delivered daily to your inbox
4. Career development