Case Study

“When we saw the demonstration of Geneva and how much easier it was to use, it was incredible.”

“When we saw the demonstration of Geneva and how much easier it was to use, it was incredible.”

advent.com | info@advent.com Private investment firm sets the stage for growth with Geneva ® When selecting a technology platform, firms managing alternative investments need to think beyond what they are doing today and consider what they might want to do in the future. Or as the CFO of a diversified investment firm puts it, “Once you get married to a software product, you want to stay married to it, because it’s very difficult to get divorced.” The firm currently manages familial wealth through a variety of vehicles, including a $1 billion domestic hedge fund. The CFO was tasked with building out the operational infrastructure. A portfolio management platform was his first priority. “When I joined the firm we were basically just doing event equity and risk arbitrage, n

Join for free to read