Equity firm Martin Currie picks Vermilion for reporting
Vermilion Software, a UK-based supplier of client reporting and communications software, has been selected by active equity specialist Martin Currie.
Edinburgh-based Martin Currie has chosen its client reporting suite and pitchbook facility as a means of “consolidating” its reporting and marketing materials.
In addition to adopting Vermilion’s V4.0 reporting technology, Martin Currie has also purchased the pitchbook-creation service V:Pitch. Sales teams use V:Pitch to make on-demand pitchbook presentations prior to visiting prospects or clients.
Toby Hogbin, COO at Martin Currie, says “Vermilion impressed us with their willingness to work through our various challenges” and “were very proactive in demonstrating how their platform would deliver scalability and a clear return on investment”.
Vermilion will work in tandem with the client on a phased client reporting and marketing implementation.
Martin Currie was founded in 1881, and the company began investing in global equities in the 1920s, “developing its Asian and emerging-market capabilities thereafter”. Today the firm manages equity portfolios for financial institutions, charities, foundations, endowments, pension funds, family offices, government agencies and investment funds. It is an independently managed investment affiliate of Legg Mason, an asset management firm.