November 15, 2018

Refinitiv partners with E. Öhman J:or Fonder and AlphaDesk to implement end-to-end buy-side workflow solution

Agreement leverages Refinitiv solutions from across trading, platform, asset management, and data feeds segments

LONDON/NEW YORK – Refinitiv has signed an agreement with Nordic investment management firm E. Öhman J: or Fonder (Öhman) to deliver an end-to-end workflow solution for their investment management business. The agreement will cover the entire pre- to post-trade workflow, and allows Öhman to leverage the full depth of Refinitiv desktop, trading, data, and analytical solutions. Furthermore, Öhman is partnering with the OMS/PMS platform from AlphaDesk, the global SaaS provider of STP software for the buy-side.

“This partnership with Öhman clearly demonstrates the confidence financial companies place in Refinitiv’s comprehensive portfolio of solutions to drive value across all asset classes and points in the financial workflow.” said Debra Walton, managing director and Chief Customer Proposition Officer, Refinitiv. “Delivering a truly global, cross-asset buy-side offering requires tailoring our capabilities across all regions and financial segments. We are excited for the opportunities this deal offers us both in the Nordic region and globally, and look forward to working with Öhman.”

Öhman’s Head of Business Tech and Transformation Agneta Jakas Rosengren states that “Changing our systems and system provider is part of our strategic work to sustainably establish us in the technological forefront, building an infrastructure allowing us to grow our business organically and through acquisition. In our competitive market where it is crucial to optimize the balance between cost and effect we have decided to team up with Refinitiv, and AlphaDesk, and we are looking forward to a fruitful partnership.”

AlphaDesk’s COO, Kevin Galliers, adds “best-of-breed software and services, unified into a single solution offering by a global provider to the finance industry, that meets all the needs of a sophisticated, multi-asset class, asset manager highlights the technology inter-operability benefits of cloud-based deployment. We, at AlphaDesk, are very excited by the partnership.”

The family business Öhman was established in 1906. Öhman is specialized in investment management, entrusted by clients to manage 90 billion Swedish krona (approximately 10 billion USD).

AlphaDesk delivers real-time order, portfolio, and operations management tools to fund managers. The managed cloud service supports multiple portfolios, strategies, asset types, currencies and custodians in a single, integrated solution. Using cutting edge cloud technologies AlphaDesk achieves unparalleled performance, functionality, and value for money.

About Refinitiv

Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately 190 countries. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community – driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime.


Brian Bertsch

Camilla Lundquist
+46 8 407 59 94