Atle chose Limina to Increase Investment and Operations Oversight

Background

Atle is an active investment management company owner, part of Bure Equity group. Atle holds equity investments in active managers, both traditional and alternative. Under the Atle umbrella, Bure is building a portfolio of the Nordic regions’ leading independent fund managers.

When selecting the system to underpin their expansion to more and more managers, the following preconditions were set:

• A reliable and robust system - to minimise operational risk
• A solution with strong compliance and oversight - for both internal and external portfolio managers

Additionally, Atle adds:

The Outcome for Operations

Atle’s setup with Limina covers multiple of their investment managers, such as Humle and HealthInvest. The setup is extremely operationally efficient because Limina has been implemented with a high degree of automation. 

The Outcome for Front Office

From a portfolio management perspective, Limina has enabled Atle to digitalise the whole trade workflow from simulation to placing trades, to compliance and post-trade management, saving them much time. Petter, one the portfolio managers, explains: 

 Watch the full interview with Sofia and Petter: