“With Advent Genesis, we are able to double or triple our accounts without increasing the time we’ll spend on rebalancing or trade generation.”
“With Advent Genesis, we are able to double or triple our accounts without increasing the time we’ll spend on rebalancing or trade generation.”
2 PagesCASE STUDY advent.com “With Advent Genesis, we are able to double or triple our accounts without increasing the time we’ll spend on rebalancing or trade generation.” Glen Pichanick, AVP Trading, Lincluden Investment Management Lincluden Investment Management invests in balanced, equity, and fi xed-income portfolios, both domestic Canadian and international, using a value-based approach. The fi rm’s trading strategies typically involve blending models. For many years, the fi rm 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. “Our prior system was bumping into its limitations in terms of the way we model and generate trades,” explains Glen Pichanick, Li
