BOSTON, Dec. 3, 2013 /PRNewswire/ — Varden Technologies, Inc. an interactive investment client reporting, pitchbook, and portal platform provider, announces that Pete Petersen, Head of Technology at $24.7Bil Causeway Capital Management LLC, joins the company's independent product advisory committee. Pete holds similar committee seats at Eagle, Charles River and OMGEO.
Causeway is an investment management firm based in Los Angeles and leverages fundamental and quantitative research to serve institutional clients across international equity, emerging markets, and absolute return strategies. Pete has led Causeway's technology line since the firm's 2001 inception. He is a hands-on technologist, whose vision and execution compliment the firm's operational and portfolio management models. A recognized data and client reporting strategist, Pete is an active contributor to industry symposiums such as Cutter Associates' Client Reporting Conference.
"I've spent a great deal of time designing, collaborating, researching, and anticipating best practices for operations and technology within the financial services industry," said Pete. "I have found Varden to be an innovator and thought leader in the institutional client reporting niche and I am excited to collaborate with their high caliber team," he added.
Varden's eReportal, for client communication, eReportalDeck, for data-driven Pitchbook Production, Matrix, for open-ended data and workflow reconciliation, and X-Portal, interactive information delivery portal, are deployed across 100+ investment and financial services clients. The advisory team, known as Varden Independent Advisory ("VIA"), is led by Varden's relationships team. VIA enhances the vision of Varden's product and technology teams by polling and sharing valuable hands-on industry insights.
Minh Nguyen, Head of Relationships, shares, "Pete brings to the table an energetic and highly disciplined industry focus. Since Varden's beginnings in 1999, we selected a top-down market penetration path, serving some of the world's largest asset managers to resolve data, presentation, and publication risk and constraints. Many of our clients are greater than $100Bil in assets under management; therefore automating, complex content in the hundreds of thousands of reports is standard to our work. As we solidify our sub $50Bil market footprint, we are deconstructing otherwise tightly coupled end-to-end automation to offer what is intelligent automation, where human decisions and take-over points enable a more efficient operational model."
"We do not progress our technologies in a vacuum. We leverage our client base and our multiple industry affiliations, such as NICSA and PAICR, to enhance our views and understandings. Pete's addition to the advisory team is a great one, " Ron Pagliuca, Head of Technology, contributes.
"I believe that the much anticipated convergence of client reporting, enterprise reporting, and agile mobility is now. Cross-browser compatibility is just one leg of the three-legged stool. Cross-device auto sensing has been accomplished and we continue to exercise such innovations as geo-sensing syntax that will bring greater intelligence to interactive information to ultimately force competitive advantage to the daily movements and operations of your client servicing, reporting, sales and marketing teams," James Kelley, Head of Special Delivery, closes.
About Varden Technologies
Varden Technologies provides client communications, workflow, and client portal software to buy-side and sell-side clients. The company's platforms enable interactive client reporting, data driven pitchbook, client books, and dashboard reporting. Varden's Independent Advisory ("VIA") board is leveraged to enhance the company's R&D efforts with each board member voluntarily devoting sizable time, energy, and resources. Members are elected based on specific criteria, governed most by capabilities to commit to overall research. Board members are tenured by two-year cycles. VIA is led by Varden's relationships management group in association with the production management team. www.VardenTech.com | www.ClientReportingSystem.com
About Causeway Capital Management LLC
Established in 2001, Los Angeles-based Causeway Capital Management LLC provides investment management services to corporations, pension plans, public retirement plans, sovereign wealth funds, superannuation funds, Taft-Hartley pension plans, endowments and foundations, mutual funds, charities, private funds and trusts, wrap fee programs, and other institutions. For its international and global value equity strategies, Causeway uses team-based, value-driven investment disciplines that combine in-depth research and analysis, active portfolio construction, and disciplined risk management. Causeway also manages a quantitative emerging markets equity strategy. The firm, wholly-owned by its employees, managed more than $24.7 billion in total assets as of October 31, 2013. More information on Causeway, and its investment philosophy and team, is available online at www.causewaycap.com.
Alexandra McSweeney
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www.VardenTech.com | www.ClientReportingSystem.com