Aperio Group, LLC selects SunGard's Asset Arena Portfolio Management Solution

Issued by SunGard
Lombard, IL June, 20 Jun 2008

Aperio Group, LLC, a quantitative money management firm that designs and manages customised portfolios for taxable investors, selected SunGard's Asset Arena as its ASP portfolio management platform. Aperio, which has over $1.5 billion in assets under management and $6.5 billion in consulting assets, chose SunGard's Asset Arena portfolio management solution and institutional level tools to support the rapid growth of Aperio's highly customised US and foreign equity portfolios.

SunGard provided Aperio with a cost-effective solution designed to handle the operational demands of its business, including multi-currency accounting, reporting and integrated reconciliation. Asset Arena Portfolio Management is a real-time, Web-based portfolio management solution that supports multiple asset types and product structures on a single, global investment platform

Liz Michaels, chief of staff at Aperio Group, commented: "After an exhaustive review of available systems we found that SunGard's Asset Arena provided the most robust and sophisticated solution to support our firm's asset management strategy."

Ran Leshem, portfolio manager at Aperio Group, added: "The rapid expansion of our business requires not only a state-of-the-art portfolio management system, but also the support of a global organisation like SunGard that understands the complexities of our industry. With Asset Arena, we are automating our investment processes and gaining access to business-critical capabilities and powerful reporting and reconciliation tools - all on a scalable and cost-effective ASP platform."

Doug Morgan, president of SunGard's institutional asset management business, said: "SunGard's Asset Arena has successfully filled what was previously a void for sophisticated money managers like Aperio Group. The Asset Arena platform combines the economic advantages of scalable ASP delivery with comprehensive support for the investment workflow of leading asset managers. We are pleased to be working with Aperio Group to support the firm's current business and provide a platform to facilitate its continued growth."

Aperio Group, LLC

Aperio Group is a quantitative money management firm that designs and manages customized portfolios that deliver the pre-tax performance of indexing with active tax management and active risk reduction. The result is superior after-tax return and reduced risk. Aperio can design portfolios to track either customized or market benchmarks, including the Standard & Poor's 500, Russell 3000, Russell 2000, and MSCI EAFE indexes. For more information on Aperio Group please call Guy Lampard at (415) 339-4303, email glampard@aperiogroup.com, or go to www.aperiogroup.com.

Asset Arena

Asset Arena is SunGard's global suite of solutions for front-to-back-office investment support, serving asset managers, third-party administrators, insurers and pension fund managers. Available as an integrated solution set or as individual offerings, Asset Arena covers the entire investment management life-cycle, including trading, compliance, investment accounting, portfolio management and performance measurement and attribution. For more information visit www.sungard.com/assetarena.

SunGard

With annual revenue of $5 billion, SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector. SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business. SunGard serves more than 25,000 customers in more than 50 countries, including the world's 50 largest financial services companies. Visit SunGard at www.sungard.com.

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