Principal Software Engineer

ON THE MOVE: Gareth Morris joins SimCorp One; MFA names Zach Gates as VP U.S. Government Affairs. September 8, 2026 Gareth Morris has been appointed Head of Portfolio Management and Trading at SimCorp One, according to a press release. He joined SimCorp from BlackRock, where he spent 16 years in the Aladdin business, most recently as Managing Director and Global Head of Product for Aladdin Portfolio Management. In addition, Kate Ryan has joined as Head of Product Design. Ryan joins SimCorp from S&P Global, where she served as Head of Product Design and Performance for Enterprise Solutions. Both leaders report to Iyan Adewuya, Chief Product Officer at SimCorp. Managed Funds Association (MFA), has announced that Zach Gates has joined the association as Vice President, U.S. Government Affairs. Prior to joining MFA, Gates spent nearly a decade in the House of Representatives working on U.S. capital markets and financial services policy. As Staff Director of the House Financial Services Subcommittee on Capital Markets, he advised Republican members on securities regulation, capital formation, market structure, investment management, and corporate governance. Laurent Van Hassel shared on LinkedIn that he's starting a new position as Head of Trading at Dragonarch Partners LP, based in New York. Van Hassel brings more than 15 years of trading experience spanning global equities, futures, commodities, options, ETFs and foreign exchange. Most recently, he served as Senior Trader at BHS Advisors, part of Brookfield Asset Management, where he was responsible for portfolio coverage and execution across several investment strategies, including generalist, alpha capture, short-alpha, technology, media and telecommunications, and healthcare. Northern Trust Asset Management has appointed Amy Johnston as Head of the Global Institutional Client Group. According to a press release, Johnston has more than 20 years of experience in the financial services industry, with expertise in sales and distribution strategy across institutional and intermediary clients. Previously, she spent 14 years with State Street Investment Management in the United States and Australia, most recently as Managing Director and Head of Distribution Strategy for the Americas Institutional Client Group. She has also held distribution roles at Goldman Sachs Asset Management, Perennial Investment Partners and Merrill Lynch. The Board of Directors of the Council of Institutional Investors (CII) has announced that Glenn Davis, previously serving as Interim Executive Director, has been appointed Executive Director. According to a press release, Davis brings more than 25 years of experience in investor protection, corporate governance, and proxy voting matters. He served for eight years as CII's Research Director, working with CII's board to develop member-approved recommendations on corporate disclosure and governance practices. Apex Group has appointed Nick Tomadakis as Chief Product Officer, according to a press release. Tomadakis joins Apex Group with more than 20 years of experience leading product strategy, innovation and digital transformation across global financial institutions and fintech businesses. He has held senior fintech product leadership roles at Rakuten Viber, Revolut, Barclays and Visa Europe, and most recently served as Chief Product & Growth Officer at DCM Systems. Multifonds has appointed R.G. Manalac as President, according to a press release. Manalac joins Multifonds with a strong track record in financial technology and capital markets. Most recently, he served as Senior Vice President and Head of Financial Technology for Asia Pacific at Nasdaq, where he led client engagement across the region. Prior to Nasdaq, Manalac held executive roles at several leading financial technology firms, including Calypso and Adenza, where he built and led the APAC program. If you have a new job or promotion to report, let me know at [email protected]

SimCorp accelerates front-office innovation across SimCorp One with new senior product leadership. Sep 03, 2026, 10:00 ET * Continued investment in the front office as SimCorp One expands unified portfolio intelligence, AI-powered decision support and integrated multi asset trading workflows. * Gareth Morris joins as Head of Portfolio Management and Trading from BlackRock Aladdin; Kate Ryan joins as Head of Product Design from S&P Global. NEW YORK and LONDON, Sept. 3, 2026 /PRNewswire/ - SimCorp, a leading global financial technology company, today underscored its commitment to delivering world-class front office capabilities on the award-winning SimCorp One platform, backed by two senior product leadership appointments effective immediately. Gareth Morris has been appointed Head of Portfolio Management and Trading. Morris will lead the vision and strategy for SimCorp One's portfolio management and trading capabilities, bringing deep front office product experience and a sharp instinct for the workflows that matter most to CIOs, portfolio managers and traders. He has joined SimCorp from BlackRock, where he spent 16 years in the Aladdin business, most recently as Managing Director and Global Head of Product for Aladdin Portfolio Management, overseeing the tools used to analyze and implement investment decisions at scale across asset classes. Kate Ryan has joined as Head of Product Design, where she will drive the design system and partner across product and engineering to make the SimCorp One experience more coherent, modern and intuitive. Experience and craft are central to how SimCorp differentiates in the front office. Ryan joins SimCorp from S&P Global, where she served as Head of Product Design and Performance for Enterprise Solutions. Both leaders report to Iyan Adewuya, Chief Product Officer at SimCorp. "Investment firms are looking for technology that brings together portfolio intelligence, AI-powered decision support and execution in a single, connected experience," said Adewuya. "That is where we are taking SimCorp One, and it is where we are investing. Gareth and Kate bring the product leadership and craft to help us deliver world-class front-office capabilities and keep raising the bar on the platform our clients rely on to make better investment decisions, improve operating efficiency and scale with confidence." Recent front-office enhancements across SimCorp One include multi-portfolio analysis at scale, enabling portfolio managers to analyze all their investment mandates and compare against benchmarks within a single view. AI-powered in-context portfolio monitoring provides AI-generated insights directly within the workflow, while expanded FDC3 integration helps traders connect order management, analytics, and execution workflows within their existing environment. According to findings in the 2026 InvestOps Report, investment firms are moving away from fragmented technology environments and toward front-to-back platforms built on a unified data foundation. SimCorp One is designed to meet those needs. The platform brings together data, analytics and investment processes across public and private market portfolios in a single, connected experience, enabling a Total Portfolio Approach. To explore how SimCorp One helps investment firms scale investment management, visit SimCorp One. About SimCorp SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side. Founded in 1971, with more than 3,500 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world's top 100 financial companies through its integrated platform, services, and partner ecosystem. SimCorp is a subsidiary of Deutsche Börse Group. SOURCE SimCorp Canada Inc.

SimCorp Performance Attribution: setting up the module for Fixed Income and equity. Performance attribution is the analytical lens through which investment managers examine every return they generate. Without it, a strong quarter is merely a number. With it, that same quarter reveals which asset allocation decisions worked, which security selections added value, and where the FX overlay helped or hurt. For asset managers running multi-asset mandates across equities and fixed income, the ability to decompose returns accurately and in real time has shifted from a reporting luxury to an operational requirement. The SimCorp performance attribution module, delivered through the Investment Analytics Platform (IAP), addresses this need with a transaction-based architecture that produces attribution significantly faster than traditional batch processing rather than the overnight batch cycles of legacy systems. Why Performance Attribution accuracy starts with data. The quality of attribution output is entirely dependent on the accuracy of the data flowing into the calculation engine. A fixed income attribution model that runs on stale or reconciled-out positions produces results that mislead rather than inform. SimCorp's approach to this problem is architectural: performance attribution runs directly on the IBOR, which means the calculations use the same real-time position data that drives portfolio management and risk analytics. This reduces reliance on separate data extracts and manual reconciliation. As Lars Ole Hansen, Senior Director of Product Management at SimCorp, has noted, having all data centralised in the same system means inaccuracies are immediately apparent during attribution analysis, because the data inputs are visible and traceable. In 2022, North American asset managers experienced a clear demonstration of why accurate performance attribution matters, as equity and bond markets declined at the same time. McKinsey's 2023 analysis noted an 11% decline in North American asset management revenues that year, driven partly by this unusual correlation. Firms that could decompose the attribution of their mixed-asset losses were better positioned to explain performance to clients and investment committees. Firms relying on overnight batch attribution were still waiting for their numbers when client calls began. If you need proven asset management implementations, Ascenteum configures the IAP module for fixed income and equity strategies, enabling precise attribution, transparent reporting, and analytics that empower better investment decisions. Turn investment data into meaningful performance insights with its SimCorp expertise! The Brinson Fixed Income attribution model and beyond. Traditional performance attribution for equity portfolios uses the Brinson model, which decomposes active returns into allocation effect, selection effect, and interaction effect. This framework distinguishes between the value added by overweighting or underweighting sectors relative to a benchmark and the value added by selecting securities within those sectors. The Brinson attribution model remains the foundation of most equity attribution frameworks, but modern investment strategies require considerably more granularity. SimCorp's Investment Analytics Platform extends beyond the Brinson framework by incorporating factor-based attribution through its integrated Axioma risk models. These models decompose portfolio returns across style factors such as value, momentum, quality, and size, alongside country and sector factors, providing a richer analytical view of what actually drove returns. This distinction matters particularly for systematic and smart-beta strategies where factor exposure is the primary source of active return. Setting up Fixed Income attribution in SimCorp. The FIPA module and factor-based decomposition. SimCorp's Fixed Income Performance Attribution (FIPA) module was introduced and has been significantly expanded in subsequent releases. The module enables investment managers to evaluate decisions made at different levels of the investment process for fixed income portfolios. Within the IAP framework, portfolio performance attribution software for fixed income decomposes returns across carry, yield curve shifts, credit spread changes, and security-specific effects. Each factor corresponds to a specific investment decision, allowing portfolio managers to understand exactly which parts of their positioning drove performance. Yield curve attribution setup. Fixed income attribution requires a precise setup of yield curve inputs, including benchmark curves, spread curves, and key rate tenors. SimCorp's attribution engine calculates the effect of parallel rate shifts, curve steepening and flattening, and roll-down separately. This granularity is important for liability-driven investment mandates in the US and Canada, where pension funds and insurance companies need to understand how curve movements affected the gap between asset duration and liability duration. The attribution output must align with how investment committees think about rate risk, not just how the system calculates it. Credit spread attribution for corporate bond portfolios. Spread attribution separates the contribution of credit spread movements from interest rate effects. For investment-grade and high-yield corporate bond portfolios, spread attribution by sector, rating bucket, and issuer provides the analytical detail that portfolio managers need to evaluate security selection decisions. SimCorp's FIPA module calculates spread contributions using the same pricing models and market data that drive daily valuations, ensuring consistency between attribution results and reported performance figures. Equity attribution configuration. For equity performance attribution, SimCorp One provides Brinson-based decomposition alongside Axioma factor-based attribution in the same platform. Configuration involves selecting the benchmark, defining the attribution hierarchy, and choosing the level of factor detail required for reporting. The platform supports transaction-based attribution, which is particularly beneficial for portfolios with higher trading activity, because it captures the contribution of intraday trades rather than assuming constant weights throughout the period. The IAP's cloud-based architecture delivers these calculations in seconds rather than overnight batches, supporting the real-time reporting demands of modern investment management. Multi-Asset attribution across asset classes. The most demanding use case for SimCorp clients is multi-asset performance attribution across combined equity, fixed income, alternatives, and derivatives portfolios. Achieving accurate attribution across asset classes requires a unified data model where all positions, valuations, and transactions share a common framework. SimCorp One's single-IBOR architecture supports this through consistent data governance across all asset class workflows. When attribution runs, it draws on the same position records that drive compliance monitoring, risk analytics, and accounting, ensuring a single source of truth for all investment analytics. Performance Book of Record and PBOR configuration. SimCorp's IAP is built on a Performance Book of Record (PBOR) that shares the same foundational data as the Investment Book of Record. The PBOR captures performance calculation and benchmark calculation results, which serve as the authoritative source for all attribution analysis. Configuring the PBOR involves defining calculation methodologies, benchmark assignments, and return calculation frequencies that align with each portfolio's performance measurement requirements. Lock-down functionality allows users to import historical returns and integrate them with live data for chained return calculations across different reporting periods. Final thoughts. Setting up performance attribution in SimCorp for both fixed income and equity requires careful alignment of data flows, benchmark configurations, attribution hierarchies, and calculation methodologies. When implemented correctly, the platform transforms attribution from a backwards-looking reporting exercise into a real-time analytical tool that informs portfolio construction, risk management, and client communication simultaneously. For investment managers operating in competitive North American and European markets, that level of analytical capability is becoming a baseline expectation. From configuring the IAP module to aligning attribution models with your operational and reporting requirements, Ascenteum delivers SimCorp implementation services you can rely on. Get in touch with its team to find out how Ascenteum can help you get more out of your platform.