Aperio Group to Implement Linedata’s Investment Management Trading Solutions

Linedata Longview delivers scalable, powerful, EMS-neutral performance

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PARIS, BOSTON, HONG KONG, LONDON, NEW YORK, January 18, 2017 – Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced that Aperio Group, a $16 billion research-based investment manager specializing in active tax management, factor tilts, and socially responsive strategies for high net worth investors, has chosen its comprehensive range of investment management solutions.

Linedata order management system (OMS), Linedata Longview, offers a single platform that reduces cost and operational risk by creating efficiencies, offering a flexible configuration, asset-specific workflows and an interface that can be tailored for various roles across the front and middle office. Aperio is replacing internal systems and adopting Linedata’s hosted OMS solution to manage increased client trade flow across separately management accounts (SMAs), including pre-trade compliance, trading, post-trade processes and reporting.

“Linedata was the right fit for us because of its customizable, high performance platform which will provide Aperio with the flexibility and scalability to meet our clients’ growing needs”, offered Patrick Geddes, Aperio Group CEO and Chief Tax Economist. “Our partnership with Linedata gives us enhanced order management tools, integration with partners, and workflows that will reduce risk and add efficiencies benefiting both Aperio and our clients.”

Arnaud Allmang, North America Head of Asset Management at Linedata said: “Working with Aperio to deliver a robust, automated OMS solution that supports increased trade flows aligns with our operating model of an integrated platform of capabilities that is able to evolve with our clients’ business”.

ABOUT LINEDATA

Linedata is a global solutions provider dedicated to the investment management and credit community, with close to 1000 employees in 16 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 172.3 million in 2015. This company is listed on Euronext Paris compartment B FR0004156297-LIN – Reuters LDSV.LN – Bloomberg LIN:FP.

ABOUT APERIO

Aperio Group LLC, based in Sausalito, California, is a pioneer in designing and managing custom portfolios to track index benchmarks or deliver targeted risk, factor, geographic, or industry exposures customized to a client’s specific tax situation, values, and/or desired economic exposure. As an investment advisor, Aperio works with both taxable and tax-exempt investors to track a broad range of US and international indexes. For more information, visit www.aperiogroup.com. Form ADV Part 2A contains complete information regarding our services and fees, which can be obtained at www.adviserinfo.sec.gov. This press release is for informational purposes only and should not be considered a recommendation to buy or sell any types of securities. 

For more information, please contact:

Linedata
Holly Clifford, Global Product Marketing Manager
Tel: +1 617 912 4844
Email: Holly.Clifford@na.linedata.com
Aperio Group LLC
info@aperiogroup.com