Monday, September 12th, 2011
Bloomberg increased efficiency and compliance and reduced cost

Melbourne, September 12, 2011 – Bell Asset Management Limited, a Melbourne-based investment company, has adopted Bloomberg's Asset & Investment Manager (AIM) order management system for front and middle office solutions, Bloomberg L.P. announced today.

Bell Asset Management, which has over $3.5 billion in funds under management and administration, already uses Bloomberg AIM for order management. Now, Bell will also use AIM for its front and middle office capabilities including strategy management, compliance, financing, trade settlement, portfolio analysis, order management and electronic trading. The added Bloomberg technology will help Bell manage its global equity mandates for domestic and offshore based institutional clients.

“We needed to upgrade our portfolio management system and it was vital to get the right system in place to support our growth. Having used Bloomberg for our core research, we decided to look at Bloomberg AIM for our order management, risk and performance. We were amazed at the superiority of the functionality AIM offers,” said Ned Bell, Bell Asset Management's Chief Executive Officer.

”We have much better functionality than before and it is saving us money. The implementation was painless and took less than a month for the complete migration to Bloomberg.”

Amanda Dobbie, Bloomberg’s head of sales for Australia and New Zealand, said, “Fund managers are looking for ways to cut costs in support areas and many will need to replace various third-party providers. Bell Asset Management is a perfect example of how an investment management firm can cut costs, but increase efficiency and compliance services.”

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Bloomberg, a leader in global business and financial information and news, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company’s strength – delivering data, news and analytics through innovative technology, quickly and accurately – is at the core of the Bloomberg Professional service, which provides real time financial information to more than 300,000 subscribers globally. Bloomberg’s enterprise solutions build on the company’s core strength, using technology to allow customers to access, integrate, distribute and manage data and information across organizations more efficiently and effectively. For more information on Bloomberg go to
Amy Mihalakis
P: 61 (0) 2 8005 0545
M: 61 (0) 4 14 643 446

Bell Asset Management

Bell Asset Management is an independently owned investment management company offering a range of investment products to retail, wholesale and institutional investors. With more than $3.5 billion in funds under management / administration, Bell Asset adopts a long-term

approach to investing, with the average holding period for stocks typically at least three to five years. It has a bottom up, process driven, style-neutral, quality biased investment process. Investment capabilities are focused on the management of global equity portfolios. The Melbourne-based investment team has been managing portfolios since 2003 using a consistent investment process. Over that time period, Bell Asset Management has consistently outperformed its benchmark and the majority of its peers.

In addition to investment management, Bell Asset is also the responsible entity for the Australian domiciled unit trusts managed by U.S.-based Bridgewater Associates, LP, Manager of Global Mining Investments Limited, a listed investment company on the ASX (code: GMI) and Manager (through a wholly owned subsidiary) of the U.S. Domiciled Bell Australia Trust and Bell International Trust.
The Bell Global Equities Fund invests in a globally diversified portfolio of equity securities listed on recognised international stock exchanges. The investment objective of the Fund is to outperform its benchmark, the MSCI World ex-Australia Index (in AUD) including reinvested dividends, over rolling 4-year periods. The Fund is open to wholesale investors and platforms.

Amanda Dobbie
P: +61-2- 9777-8623


front office solution; risk; compliance; performance; order management; data management; fund management


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