Founded in 2011, Kiltearn has been an INDATA client since 2013, having originally selected INDATA’s iPM system for their front-to-back office needs including OMS, Compliance, Portfolio Modeling, Accounting, Performance, and Reporting. In recent years, the firm has experienced substantial growth, moving from less than $1 Billion in Assets Under Management to over $7 Billion in AUM, which prompted the company to evaluate its key investment systems. 

“Having experienced significant growth, we began to look at ways that we could fully leverage our investment data to maximum effect,” commented Stuart Gunderson, Chief Operating Officer. “The strength of INDATA’s iPM Epic system is that it allows us to extend our capabilities to be able to capture and work with data in ways that are very beneficial to our operations and marketing efforts. Operationally, we are now better equipped to streamline our outside data feeds through Epic, including the flexibility to easily change or expand data brought into the system as our needs dictate. Epic also provides tools to centralize data across the firm so that we can quickly access and utilize our information to provide meaningful insights and analysis,” he added.

“We are very pleased that Kiltearn Partners has expanded their INDATA system usage via iPM Epic. As the industry’s first investment management platform specifically designed for the era of big data, iPM Epic provides Kiltearn with an extremely robust enterprise data management (EDM) system tailored to today’s investment environment. Unlike stand-alone systems, iPM Epic is implemented with minimal effort, time and significantly less cost,” commented David J. Csiki, President of INDATA. “We greatly value our relationship and look forward to serving Kiltearn in the next phase of their continuing growth.”