Oleg Movchan, CEO of Enfusion – A Fintech leader and pioneer in developing innovative investment solutions

Enfusion helps investment managers solve most pressing business challenges by looking at innovation from a fundamentally unique perspective. They give them the power to see clearly—so that they can act confidently. No matter the firm or investment strategy, all asset managers share one thing in common: a single-minded pursuit to generate maximum returns for their investors. And the driving goal behind Enfusion is to harness the power of technology to remove the operational barriers that divert asset managers’ energy away from this fundamental task. Enfusion’s platform uses one golden source of truth to unify the front, middle, and back offices: from portfolio management and accounting all the way through to order management, execution management, and analytics. And they’ve built it specifically to run in the cloud.

Institutional Investment Solutions Leveraged

Portfolio Management: Synchronizing positions across desktop, web, and mobile, Enfusion’s PMS natively integrates portfolio management, order execution, risk management, and compliance controls into a single workflow. With full multi-asset class coverage, Enfusion gives portfolio managers a live view into their portfolio, enabling their team to track order positioning and execution, positions, and P&L in real-time. Embedded risk reporting, stress-testing and scenario analysis functionality provide managers with the tools needed to accurately analyze various risk factors in a portfolio and accurately hedge different exposures across asset classes, funds, accounts, and strategies. Aggregate accounting or exposure changes in real-time, which enables rapid calculation of P&L and risk exposures for any period of time, and provides a fully audited transaction history. Calculate accruals and cash flows for financing-related trades, e.g., swaps, CFDs, stock borrows/loans, and repurchase agreements. Multiple conventions are supported for proper handling of settle dates of cash flows.

Order & Execution Management: Built natively as a single system, Enfusion’s OEMS can manage complex execution strategies, streamline workflows, and eliminate issues caused by fragmented order and execution management systems. It is available on desktop, web, and mobile. You can access high-quality, real-time market data from leading data providers including Bloomberg and FactSet across all interfaces. Featuring thousands of pre-populated and customizable rules, the built-in compliance engine ensures business wide pre- and post-trade monitoring. Ensure faster time to launch, higher organizational efficiency, and a dramatic reduction in technical complexity—all of which reduces costs across your firm. Keep your compliance posture strong and risk exposures highly transparent across regions, asset types and strategies with 1000s of pre- and post-trade checks. Eliminate the costs of managing and maintaining on-premises technology through Enfusion’s cloud-native, multi-tenant SaaS architecture.

Accounting: Able to seamlessly process trading activity and valuations from the PMS and OEMS, Enfusion Accounting provides a full suite of financial statements as well as a true shadow. Always know where things stand. The general ledger provides real-time lot level detail so PMs always have the current status of positions, as well as lots, cost basis, and long-term vs. short-term unrealized gains. Keep the front and back office in sync. See all transactions, corporate actions, and non-trading activity, which affect cash flows and balances, reflected immediately in the general ledger. Flexible return computations. Enjoy complete flexibility of time series in the general ledger. Select any time period (e.g., from daily returns to inception-to-date) and level of detail (e.g., from fund level down to individual holdings). A comprehensive Accounting Book of Records (ABOR), Enfusion’s general ledger can automatically post debits and credits for all securities and cash events directly from the portfolio management system.

Connectivity, Data, and API: Enfusion’s most important features are perhaps its unrivaled ability to integrate painlessly with legacy systems, third-party platforms/providers, industry-standard protocols, and market data feeds. Take the hassle out of communicating data with third parties. Connections are maintained with third parties to accurately send and retrieve data. Remove the challenges of managing data integration so you can focus on managing your portfolios. Reconcile all your trades, positions, and cash in the Portfolio Management System (PMS). Manage data retrieval from your third parties and view reconciliation reporting automatically. Start your day knowing that your portfolios have been reconciled and are accurate. Take the hassle out of communicating data with third parties. Connections are maintained with third parties to accurately send and retrieve data. Remove the challenges of managing data integration so you can focus on managing your portfolios.

The Ardent Visionary

Oleg Movchan is the Chief Executive Officer of Enfusion. He has been a member of board of directors since 2021. He is also a founding investor in Enfusion and an Enfusion client who has worked with the company in multiple capacities for more than 16 years. Throughout his 26-year professional career Mr. Movchan has held numerous executive leadership positions across industries, including investment management organizations, a consumer packaged-goods company, and a private equity investment platform. Mr. Movchan holds Master of Science and MBA degrees from the University of Chicago, and a Master in Applied Mathematics and Physics degree from Kharkiv National University (Ukraine).

"At Enfusion, we help investment managers solve their most pressing business challenges by looking at innovation from a fundamentally unique perspective."