Private Portfolio Managers partners with ICS to streamline data management and modernise portfolio allocation modelling

Private Portfolio Managers (PPM), a Sydney-based asset management firm, is advancing its technology infrastructure through a partnership with ICS transforming the firm's data management and portfolio allocation modelling.

The partnership follows a successful four-month pilot program that demonstrated ATHENA's ability to streamline data management, strengthen governance, and improve operational efficiency across PPM's investment operations.

The ATHENA Platform comprises two core modules that will transform PPM's operations:

• ATHENA Investment Data Platform – a cloud-based data infrastructure that centralises, validates, and manages investment data across holdings, transactions, pricing, and benchmarks, creating a single source of truth for the firm's investment data.

• ATHENA Portfolio Navigator – a portfolio construction and monitoring tool supporting model and client-specific portfolios, order workflows, asset-allocation modelling, and advanced reporting.

Angus McBean, Chief Operating Officer at PPM, stated:

"This partnership strengthens our commitment to innovation and data integrity. By leveraging ICS's ATHENA Platform, we're modernising the way we manage investment data, automate reporting, and support scalable, transparent portfolio management. The efficiencies gained through this transformation will allow us to focus even more on delivering value to our clients."

The implementation of ATHENA will empower PPM to:

• establish consistent, audit-ready data governance across systems and custodians

• automate key workflows for portfolio monitoring, rebalancing, and compliance

• enhance transparency in model and client portfolios

• support future integration with managed-account and third-party platforms

“We’re delighted to welcome Private Portfolio Managers to the ICS client community,” said Christian Eriksen, Chief Commercial Officer at ICS. “PPM’s commitment to innovation and data-driven portfolio management aligns perfectly with our vision for the ATHENA Platform. Their adoption of both the Investment Data Platform and Portfolio Navigator reflects a forward-looking approach to operational efficiency and client outcomes — one that positions them strongly for continued growth in a rapidly evolving market.”

By partnering with ICS, PPM joins a growing number of investment firms recognising the need for modern, cloud-native solutions to manage increasingly complex data challenges. As the industry evolves, investment managers are seeking greater automation, scalability, and efficiency in their operations to stay focused on business outcomes that matter to their clients. This collaboration reinforces the importance of transforming investment data management to drive better insights, stronger governance, and long-term success.

Enquiries regarding this announcement should be addressed to:

Nicolas Portet

Head of Marketing

Phone: (02) 8256 3702

Email: nportet@ppmfunds.com

About PPM:

Founded in 1995, Private Portfolio Managers Pty Limited (PPM), is a privately owned boutique investment manager with a well established track record of constructing concentrated Australian Equities, Global Equities and Multi-Asset portfolios for our clients and their financial advisers. Our investment objective is to grow our clients’ portfolios over the long term using a disciplined & well researched investment process which seeks protection of capital with risk assessed tax effective returns. PPM offers Individually Managed Account (IMA) and Separately Managed Account (SMA) investment solutions across a number of broad investment strategies including balanced, income and growth style portfolios. For more information about PPM and our services please visit our website at www.ppmfunds.com.

About ICS:

ICS transforms investment organisations. Through ATHENA, our cloud-native investment platform, we enable data driven decisions and portfolio driven success. With an intuitive no-code interface ATHENA offers a cost-efficient solution for modern investment data management and asset allocation. It provides unparalleled automation and scale for our clients to support them in their differentiation and growth plans.