Case Study

Ativo Capital Management, LLC

“We can be much more efficient operationally by utilizing Advent Outsourcing Services.”

The name “Ativo”implies“active,” and that is how Ativo Capital Management describes itself: Actively investing worldwide. More than 80% of the firm’s approximately $2 billion AUM as of 2017 is invested outside the US, on behalf of an institutional clientele that is entirely domestic. Ativo needed a solution with strengths in multi-currency accounting, GIPS-compliant performance measurement, and customized reporting. Learn more about how Ativo moved to Advent Outsourcing Services with APX in the cloud to meet their needs.

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Case Study
Ativo Capital Management