Geneva Information Kit

Geneva®, Advent’s global investment management solution, has evolved into a single platform. Now everyone from operations to portfolio managers can access the real-time data they need. Learn more instantly by accessing our Info Kit.

CASE STUDIES

• Bascom Hill Partners, LLC
  Start-up hedge fund with limited time, budget and resources needed a scalable investment platform.
• Matthews International Capital Management, LLC
  Matthews needed an investment platform that offered both the rich global functionality required to track investments in 20 markets and the flexibility to automate its workflow. They selected Geneva. Geneva provided Matthews with improved accuracy and reliability, increased efficiency, reduced risks and streamlined reconciliation.
• Maples Fund Services
  Maples Fund Services successfully leveraged Geneva, the system they used for hedge fund administration, to provide services catering to managed accounts. As a result Maples was able to quickly respond with a compelling solution to address growing market demands from institutional investors for hedge fund managed accounts.
• Orangefield Trust
  Global corporate, trust and fund services provider

WHITE PAPERS

• Alternative Investment Fund Managers Directive
  The Alternative Investment Fund Managers (AIFM) Directive is the most contentious piece of financial services legislation to come out of the European Union in years. When first proposed in April 2009 it was met with uproar from participants both within and outside the alternatives industry, who criticized it for being protectionist, cost burdening and unreflective of different managers’ business models or the risks they pose.
• Alternative Managed Accounts
  This document is intended to help administrators understand what it takes to serve this new market. It spells out the six essential pillars of a successful managed account platform and the technology required to support it.
• Managing Risk in a New World: Best Practices for Hedge Funds
  This white paper assesses the changing risk paradigm facing hedge funds and identifies a best practices framework to help managers cope with the evolving environment and to manage more effectively within it.

VIDEOS

• Davidson Kempner Capital Management LLC
  Robert Melnyk, Managing Director, discusses how Geneva®, and its scalable platform, helped automate their operations to give their firm the flexibility to reduce exposure and even improve the quality of their work environment.
• Geneva® Road Map
  Todd Gottula, SVP of Product Development, discusses how Geneva’s ever-increasing breadth and depth helps our clients manage their portfolios from trade capture to investor accounting, resulting in full transparency from investment to investor, all on a single platform.
• Geneva QuickStart
  Start-up hedge funds and smaller firms are aware of Geneva’s role as the industry standard global portfolio management system, but the process to implement Geneva® has kept many on the sidelines, according to Katherine Pearce from Advent.  Now with Geneva QuickStart, it’s never been easier for a start-up or a growing firm on a tight budget to get up and running on Geneva.
• Bank Debt
  Bank debt is a hot topic in the news, but processing bank debt instruments is no easy task and rife with risk. Robert Roley of Advent Software discusses the bank debt world and how Geneva® automates an often manual process.

DEMO

• Geneva Product Demo
  Demo Geneva, Advent’s full financial accounting and real time investment platform which offers a unified data model to support all instruments, all departments, and all offices across a firm.

PRODUCT BRIEFS

• Geneva Product Brief
  Learn how Geneva can help you streamline, automate, and integrate the investment management process across your entire organization.
• Geneva Quickstart Implementation
  Learn more about the fast, fixed-cost way to get up and running on Geneva.