Investment Management Platform | Cloud & Multi-Asset

IBOR (3RD GENERATION)

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OPEN PLATFORM

Flexible data models and 3rd party vendor agnostic - connected to numerous ecosystem partners.

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STRONG CONNECTIVITY

Extensive connectivity options with out-of-the-box integrations, native ETL application and APIs.

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NO IT FOOTPRINT

Fully browser-based (nothing to install), with fully managed hosting and upgrades.

The rationale of a $9bn Asset Manager for moving from on-premise to Limina’s SaaS Solution

“With an on-premise system, upgrades took a considerable amount of time and effort, and generally, we upgraded annually – meaning we had to wait a long time for software improvements. It also meant we had to spend valuable resources on non-core activities such as hosting and IT maintenance. With the modern-day cyber environment and frequency of security patching on critical systems, this was a manual, out-of-hours process that meant Production systems were unavailable. We strategically moved to SaaS for some critical systems so that our key systems can run in different environments, making BCP/DR more layered – giving us more options and less likelihood of all systems outage.”

Head of Technology$9bn Asset Manager

CROSS-ASSET INVESTMENT MANAGEMENT PLATFORM IN THE CLOUD

A 4th Generation Investment Management Platform is cloud-native and built for the sophisticated governance requirements of established Asset Managers. We call it Enterprise Investment Management SaaS. As far as we know, Limina is the only 4th Generation IMS Platform in the market. Most solutions today have either been:

Built before the cloud and then moved to the cloud (generation 2) or
Built for the cloud but too standardised to fit the governance requirements of a sophisticated asset manager (generation 3)

BORN IN THE CLOUD

A Cloud-based Investment Management Platform means you don’t have to worry about reliability and uptime, hosting costs, server maintenance and cyber security. Such concerns are ours to handle, not yours.

A generation 4 platform still enables you to choose the geography of your data storage. Additionally, your data is isolated from other clients’ data. This means you get a unique database, and don’t share it database with other clients of ours.

As a result, the Investment Management Platform helps increase investment process oversight.

SOPHISTICATION FOR ESTABLISHED INVESTMENT MANAGERS

A solution purpose-built for the complex and sophisticated requirements of an established Asset Manager includes concepts such as:

Optional 4-eye approval steps for data changes, not just for routing orders but other data changes as well
Data quality controls built into the investment and operations workflows
Ability to choose from various managed upgrade options that fit your operating model
Configurability in how to collect market data and analytics from multiple sources
Connectivity to interoperate with the asset manager’s system and data landscape (including in-house solutions)

Investment Management Solutions Designed to Fit Your Operating Model

BUSINESS VALUE DELIVERED THROUGH THE INVESTMENT PORTFOLIO PLATFORM

Limina’s cloud-native open platform – established in 2014 and continuously evolved since - is optimised for delivering business value:

Real-time views of investment data powered by an event-driven microservice architecture.
Powerful connectivity capabilities, including full API coverage and user-configurable import engine.
Enables efficient outsourcing initiatives through flexible connectivity and by allowing the outsourced team to work on the same platform.
A unified and extensible data model enables you to connect any data source and use the data in your investment workflows. You can also rely on Limina’s IBOR to power third-party solutions without the risk of data discrepancies.

MODERN TECHNOLOGY TO EMPOWER A DISTRIBUTED WORKFORCE

Employee preferences and changes in business operations have facilitated greater choice for teams’ workplaces. Unfortunately, Investment Management Technology has made it difficult for operations and front office teams to work from different locations. Therefore, empowering your team with modern technology will also be a competitive advantage in long-term talent recruitment and retention.

Some examples of tangible benefits your team will see from using Limina’s cloud-native, Software-as-a-Service Investment Technology include:

Accessing the system instantly wherever you are via a web browser (no more VPN!)
Working efficiently with low-latency solutions that run just as fast on your old home laptop as your office workstation
Viewing alerts on your phone in meetings or when travelling

ZERO IT-FOOTPRINT WITH LIMINA'S INVESTMENT MANAGEMENT PLATFORM

Continuing fee pressure, increasing regulatory requirements, and investor demands for transparency and reporting are all challenges for the overall industry. It is forcing investment managers to do more - with less.

A big part of the solution can come by revising your technology landscape:

Software-as-a-Service (SaaS) provides a significant cost reduction compared to traditional solutions. We’ve done a special deep-dive about the 8 drivers of the total cost of ownership for an Investment Management Platform.
Unlock exception-based workflows, where your team can focus on issue resolution and let the system handle issue identification. Or put another way: less manual tasks and more focus on investment returns
Let the system quality control data for you

A UNIFIED AND EXTENSIBLE CROSS-ASSET DATA MODEL

The benefit of a centralised data set includes the avoidance of data synchronisation issues such as data gaps, timing issues and cost of maintenance. To get the full value of such centralised data, it needs to be standardised across asset classes and functional areas – which is the case with Limina.

The entire team, from portfolio managers and traders to compliance and operations, always see the needed data with Limina. Learn more about how our Cash and Position Management Solution (IBOR) and Investment Data Management Solution enable this.

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KEY CONSIDERATIONS

The enabler is that the data model is fit for purpose - for everyone in the team:

Can the data be trusted (e.g., are quality control processes in place, including for proprietary data sets)?
Can data be viewed in different states (e.g., confirmed vs. preliminary; pre-trade vs. settled)?
Are data models agnostic, or dependent on a specific market data vendor? Can your team use different solutions (e.g., terminals), or do they all need to pick the same regardless of, e.g. asset class managed?
Can data be enriched to include information needed for the various teams? (e.g., analytics for portfolio managers, classifications for compliance rules, etc.)
Are data models properly centralised or divided into silos, requiring inefficient collation to arrive at a complete portfolio view (e.g., are there different transaction definitions depending on asset class)?

We have designed Limina IMS with these fundamental considerations in mind. The result is a platform that is easy to implement, suitable to be the central source of truth, and able to co-exist with an external IBOR/ABOR.

OPEN IMS PLATFORM ARCHITECTURE THAT FITS INTO YOUR PARTNER ECOSYSTEM

At its core, Limina's cloud-based Investment Management Platform is an open architecture. We advocate making connectivity simple and smooth end-to-end workflows - even when those workflows involve 3rd party solutions. Unlike closed-ended platforms, Limina IMS is not limited to any specific 3rd party solutions and does not force you to choose any particular 3rd party provider. Instead, connectivity is a core component of the system design.

SEE LIMINA'S GROUNDBREAKING APPROACH TO CONNECTIVITY

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HOW WE CONNECT

With Limina, connecting to your wider ecosystem is easy - here's how:

Managed integrations The platform contains managed, out-of-the-box connectivity towards our partner ecosystem. Integrated partners include many of the most popular industry solutions in market data, analytics, trading, and performance & risk solutions.

Native ETL application

Limina IMS includes a unique configurable import/export application that serves as an Extract, Transform & Load (ETL) tool. Non-technical users can easily design integrations using intuitive drag & drop functionality to allow for automation of many workflows that traditionally have been manual.

Examples include file-based integrations with in-house systems or custodians.

APIs The platform’s micro-service architecture exposes full API coverage: REST APIs for HTTP requests and WebSocket APIs for streaming data. These APIs enable any data to be integrated with or for outside solutions to conduct actions within the Limina IMS.

Our investment data management capabilities include a data quality control framework that can monitor integrations from a timing and data quality perspective. Automating data feeds (while maintaining complete oversight) is perhaps the most essential step to adopting an exception-based approach to investment operations and, ultimately, spend less time on administrative tasks.