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Pie Funds expands use of Bloomberg suite through adoption of PORT Enterprise

Bloomberg Press Announcement

The adoption of PORT Enterprise and seamless integration with ICS ATHENA creates holistic solution as Pie Funds moves towards its Target Operating Model



Auckland – Bloomberg today announced that Pie Funds, a specialist New Zealand investment firm, has adopted Bloomberg’s PORT Enterprise portfolio and risk analytics solution, complementing its existing suite of other Bloomberg buy-side workflow solutions.


The addition of PORT Enterprise to Pie Funds’ existing workflows – including Bloomberg AIM – enables Pie Funds to utilize an integrated end-to-end solution that covers the complete investment lifecycle, empowering them to gain deeper analytical insights on their portfolios and drive future growth.


As part of the implementation process, Bloomberg and Pie Funds collaborated with ICS to enable connectivity between PORT and ATHENA, ICS’ cloud native investment data platform.


Commenting on the expanded use of Bloomberg products, Mike Taylor, Pie Fund’s CIO and Founder, said, “We are pleased to build upon our existing suite of Bloomberg solutions as it is critical to us that our data and workflows operate efficiently and in complete harmony. By broadening our use of Bloomberg solutions, we can continue to respond to changing market dynamics and reporting requirements with confidence. We are also thrilled to be able to integrate third-party platforms without creating duplicative workflows and processes.”


Manju Sakhrani, APAC Head of Buy-Side Enterprise Sales at Bloomberg said, “We are privileged to work with a firm of Pie Funds’ quality to deliver this holistic solution. Pie Funds has a real appetite to move quickly and innovate, and their trust in Bloomberg’s products to manage workflows, risk management and the investment process is a tremendous vote of confidence.”


Bloomberg’s portfolio and risk analytics solutions encompass PORT Enterprise for scalable enterprise usage and PORT for ad-hoc portfolio analysis on the Terminal. With 47,000 active users across 15,000 firms globally, PORT empowers clients to gain deeper portfolio insights through streamlined workflows that include intraday performance monitoring, historical performance attribution, risk forecasting and optimization.


PORT Enterprise is a premium offering with more than 600 clients that provides sophisticated risk and return attribution capabilities with enhanced customization and batch reporting for enterprise usage. Access to Bloomberg’s Multi-Asset Class (MAC3) fundamental risk factor models provides clients with the most advanced suite of risk forecasting, including Tracking Error volatility, VAR, and scenario analysis. PORT Enterprise and PORT are part of Bloomberg Buy-Side Solutions, which deliver front-to-back technology across the investment lifecycle. For more information, visit Bloomberg Buy-Side Solutions.


About Bloomberg

Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration.


For more information, visit Bloomberg.com/company or request a demo.


About Pie Funds

Pie Funds is a boutique KiwiSaver, investment funds and wealth manager with over $2b funds under management.  Established in 2007, Pie has a range of specialized actively managed KiwiSaver and investment funds. Its fund managers focus on selecting high-growth, quality companies with great management and competitive advantage. The Pie team have an absolute commitment to providing strong performance, excellent client communication and service.


About ICS

ICS is a leading global SaaS provider for investment data management. The company helps organizations who want to accelerate progress, mitigate risk and optimize efficiency for all stakeholders, transforming the way clients manage and access data into a frictionless, productive and rewarding experience.



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