Case Study

Lincluden Investment Management

"With Advent Genesis, we are able to double or triple our accounts without increasing the time we'll spend on rebalancing or trade generation", AVP Trading, Lincluden Investment Management.

Lincluden Investment Management invests in balanced, equity, and fixed-income portfolios, both domestic Canadian and international, using a value-based approach. The firm’s trading strategies typically involve blending models. For many years, the firm used a trade order management system with built-in modeling functionality. But as the number of accounts grew, the process from modeling to trade creation became increasingly inefficient.