Investment Administration Services

A technology-led solution with a local, personal touch.

Innovation, Experience, Personal

We provide clients with innovative technology solutions drawing on our deep expertise that enables clients to achieve their goals.

Our people are local and highly experienced across multiple disciplines, from front office through to back office. Our culture promotes innovation, expertise and accessibility for clients. We put the client at the heart of how we operate as a business.

Portfolio
Management

All aspects of portfolio management including pre-trade compliance, trading and execution venue connectivity.

Middle Office

Matching trades and settlement instructions, corporate actions and derivatives management.

Valuation

Pricing of securities in public and private markets including derivatives pricing.

Investment
Compliance

Ensuring clients comply with relevant regulations and investment mandates pre- and post-trades.

Unit Pricing /
Portfolio Evaluation

Valuing portfolios, unit pricing, fees and rebates, and financial accounting.

Performance
Reporting

Calculating and reporting on the performance and risk of clients’ investment portfolios.

We have seen Challenger achieve best-in-class efficiency through automation and optimizing their usage of our platform and are excited to be able to offer this now to the broader market as firms look to focus on their core.

Oliver Johnson

CCO, SIMCORP

The Artega Advantage

Complete investment administration solutions for clients, Australian owned and operated, focusing on automation, expertise and efficiency.

Australian Based

Our highly experienced investment administration experts are based locally in Australia.

$110bn+

Our services currently support over $110 billion in funds under management.

1,500+

We currently administer over 1,500 portfolios and are growing rapidly.

Platform

Our platform is built on SimCorp Dimension for speed, reliability and security.

18Y

Our heritage supporting Challenger Group spans 18 years.

Sales & Enquiries

Get in touch if you want to know more about Artega and our technology-led investment administration services.