Capital Advisors Group selects Linedata to address compliance workflows

Separate Account Manager will use Linedata Compliance for Fixed Income Management

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PARIS, BOSTON, LONDON, LUXEMBOURG, HONG KONG and NEW YORK, May 12, 2015 – Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced that Capital Advisors Group has implemented Linedata Compliance for its institutional separate account business.

Developing investment strategies for institutional cash management accounts requires specific risk parameters, liquidity needs and return objectives. As a result, compliance rule checks are of paramount importance to monitor restrictions, as is a robust audit trail of all activity. Driving efficiencies will differentiate and strongly position firms to deliver value-added service to their clients.

Linedata Compliance provides best-in-class rule coverage in a robust, real-time compliance system while offering comprehensive pre- and post-trade monitoring of investment restrictions. The award winning solution focuses on incorporating existing business requirements and workflows of compliance officers at asset managers into a single compliance solution. The compliance API allows easy integration with any front office platform to provide a comprehensive and consolidated view of compliance events. Using Linedata Compliance as a standalone system allows Capital Advisors Group to seamlessly integrate with its front office platform while streamlining its workflows.

“When looking at compliance solutions that would meet our business needs, we sought a technology provider that would be a partner”, remarks Stephen Salemi, President and COO of Capital Advisors Group. “Working with Linedata has proven to be collaborative in nature and it is clear that Linedata listens to its clients. Not only does Linedata offer a strong compliance solution to meet our needs, but its team is flexible to work with as well.”

“We are pleased to have Capital Advisors as a valued client and look forward to supporting their evolving compliance needs”, comments Dan Burstein, COO of Linedata Front Office Asset Management business. “By offering the client service they deserve, while keeping pace with the demands faced by fixed income managers, we know that the partnership approach we take with our clients allows them to focus on their current and future business.”


Linedata is a global solutions provider dedicated to the investment management and credit community, with close to 1000 employees in 15 offices across the globe. Linedata has been at the service of the financial industry from day one, and applies its market and client insight to provide innovative and flexible mission-critical software and services that help its clients grow in over 50 countries. As a pioneer for over 15 years with the set-up of SaaS infrastructure for the financial industry, Linedata remains committed to this model throughout the global financial community and for its full range of products. Headquartered in France, Linedata achieved revenues of EUR 158.0 million in 2014. This company is listed on Euronext Paris compartment B FR0004156297-LIN – Reuters LDSV.LN – Bloomberg LIN:FP.


Capital Advisors Group, Inc., founded in 1991, is an independent investment advisor specializing in institutional cash investments, risk management, and debt financing. Drawing upon almost a quarter of a century of experience through varied interest rate cycles, the firm has built its reputation upon deep, research-driven investment strategies and solutions for its clientele. Headquartered in metropolitan Boston, Capital Advisors Group maintains multiple U.S. regional offices.

For more information, please contact:

Karen M. Hays
Global Product Marketing Manager
Front Office Asset Management
+1 617 912 4766 –

Capital Advisors Group, Inc.
Trish Dakos
Vice President
+1 617 630 8100 –