Asset class support
Types of Investment managers using Limina
Is Limina a fit for you?
Below we list what types of clients Limina services, and some notable reasons why. In the name of transparency, we also cover when we're not the best fit.
Asset managers
Managers of fund and SMA (Separately Managed Accounts), both passive and active strategies with any asset class mix. Examples include:
- Asset management arm of a bank
- Independent asset managers
Workflows include following blended models, leader-follower, tracking benchmarks to 2-3 bps, etc - with a high level of automation.
Asset owners
Limina support asset owners well, especially given strong functionality around cash management, simulating investments weeks/months out and handling both public and private investments. Example of asset manager types:
- Sovereign Wealth Funds
- Pension funds
- Endowments & foundations
- Family offices
Hedge funds
Limina is a good fit for some hedge funds, for example L/S-equity and fixed-income focused is a good match. Read more about Limina's asset class support here.
Limina's platform is very scalable and targets automation of workflows and is therefore usually an especially strong match when there is some data complexities - for example when managing SMAs (Separately Managed Accounts).
Wealth managers
Limina might be a fit for you as a wealth managers, if:
- The number of bespoke accounts you manage is in the hundreds, not thousands. The number of exact model-replicated accounts can still be higher
- You manage the full investment workflow (including order management workflows & rebalancing)
Some of our wealth manager clients are structured with underlying funds, which is straight-forward use case that we also support well.
See how Limina can help!
Want to see how Limina can help you save valuable time in your daily investment management workflows?
Why companies are switching to Limina
“The move has enabled more efficiencies and automation in dealing and portfolio rebalancing. This has been achieved while at the same time keeping the absolute highest quality in compliance controls that was already in place.”
Managing directorGenesis Investment Management
“I believe that strategic partnership with Limina will significantly enhance our ability to deliver superior asset management services to our clients. The integration of their cutting-edge IT solutions with our existing framework will enable us to streamline operations, optimise efficiency, and provide real-time insights to our investment strategies.”
Chief Executive OfficerNLB Skladi
“Limina has made it easier for our external asset managers to deal with our general administration tasks since using Limina means more automated processes than today. We plan to increase the number of products we offer further. Limina will continue to support us during this journey by decreasing the risks of releasing new funds and enabling us to grow with economies of scale.”
Chief Investment OfficerAvanza
Client testimonials
Read more about other investment managers' experience of working with Limina.
