The essential questions you need to ask

Today the investment management industry has to manage greater complexities with less overall budget dedicated to technology and innovation. Not only has instrument coverage expanded, but the need for better client service and new regulations have also changed the game to further put your organization under pressure. To stay ahead of competition, you need to do more with less: less budget, less time, less resources.

Hosting services can be a good approach to solve this equation and help you to focus your organization on its core business while letting the technology be managed by external experts.

Click here to download the Hosting Guide

Paris, New York, 25 January 2012 – Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced that Canadian hedge fund Radiant Investment Management has gone live with Linedata Beauchamp, the company’s award-winning portfolio management software, and part of Linedata’s full front-to-back solution for hedge funds. Radiant is taking advantage of Linedata’s best-of-breed hosting capabilities and is running Linedata Beauchamp via Linedata’s Hosted Services.

Radiant, which was established two years ago, runs two funds which will both use the extensive portfolio management capabilities of Linedata Beauchamp. Norm Kumar, CIO and CCO of Radiant, said, “We selected Linedata Beauchamp for three key reasons: firstly, because among the systems we reviewed, and even an alternative that we trialled, it best handles the complex instrument types we trade. For Radiant, a second key factor was the ability to accurately shadow our NAV, which it does to the penny. Finally, our third reason was the fact that we have the system hosted by Linedata means we do not need to invest in the overhead of an IT department to run it.”

Linedata has an increasing presence in the Canadian market, having recently opened an office in Toronto to service our growing client base. Jack Wiener, Executive Vice President of Linedata North America, said, “We’re delighted to have Radiant manage their funds on Linedata Beauchamp.  Increasingly, we’re seeing hedge funds select Linedata’s solutions as we can deliver a fully integrated front-to-back offering; with Linedata, you get a seamless solution that better enables hedge funds to meet the ever-changing requirements of the regulators and the increasing demands of investors. Linedata is an established, independent firm with a proven record of investing in innovative software to support our investment management clients.”

Linedata Beauchamp is suitable for any size of fund and forms part of a fully integrated front-to-back offering  covering the trading, order management, portfolio management, compliance and reporting functions.  Linedata also supports a wide range of services and connectivity to liquidity providers, prime brokers, administrators and others. As well as being recognized within the investor community as an independent, secure technology partner, Linedata has won several awards in the past year for its hedge fund offering including Hedgeweek’s Best Fund Accounting & Reporting System and HFMWeek’s Best Overall Technology Provider.

ABOUT LINEDATA

Linedata is a global solutions provider with 700 clients operating in 50 countries. With more than 900 employees across the globe, Linedata is dedicated to the investment management and credit community. Linedata has been at the service of the financial industry from day one, and applies its market and client insight to provide innovative and tailored mission-critical software and services that help its clients grow. As a pioneer for over 10 years with the setup of SaaS infrastructure for the financial industry, Linedata has preached and spread this model throughout the global financial community, for its full range of products. Headquartered in France, Linedata achieved revenues of EUR 136.2 million in 2010. This company is listed on Euronext Paris FR0004156297-LIN – Reuters LDSV.LN – Bloomberg LIN:FP.

Linedata provides comprehensive front-to-back solutions and services to manage all types of investment processes, from pre-trade to post-settlement, across a wide range of firms, including institutional portfolio and collective management companies, hedge funds, prime brokers, fund managers, transfer agents, corporate savings fund managers, subsidiaries of banks or independents, and administrators.

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For more information, please contact:

Linedata

Liz Fidler

+44 207 469 8725

liz.fidler@uk.linedata.com – www.linedata.com

TradeTech France is a boutique conference exclusively for the electronic trading community of the Francophone nations bringing speakers from across Europe to Paris. At a time when global regulatory change is set to revolutionise market structure in Europe this event, held in French and English languages, offers the buy side a unique opportunity to come together and assess how these sweeping changes, such as MiFID II, will impact their industry and trading system choices.

One Day conference addressing critical issues:

• MiFID II: First-hand clarity on what you need to change today to comply with the MiFID Review
• Market structure: Revealing strategies to successfully exploit the different types of fragmentation
• High frequency trading and its market quality – Is the market better off with or without HFT

• Broker selection: Essential techniques and tools to analyse broker performance to ensure you select the best trading partner

Linedata will take part to this panel at 12:15.

François Pradel, Product Offering Director at Linedata for Asset Management, Savings & Insurance, will debate with Jean-Marie Rey, Co-Head of Trading at CM-CIC Asset Management, Patrice Robert, Head of Trading, Groupama AM, and David Angel, Managing Director, ITG.

• Dark pools: Optimising your use of dark pools to minimise market impact when executing block trades
• Trading systems & platforms: The very latest technology innovations and insights to pinpoint and exploit market liquidity
• Maximising trading efficiency – the shortest routes in tomorrow’s market with the lowest latency connectivity

Full agenda and registration available here.

For any further information, please contat: Gaëlle BOU, gaelle.bou@linedata.com

Download PDF

PARIS, December 15, 2011: Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and lending & asset finance industries, today announced the results of its first survey on the challenges and priorities of the Lending & Asset Finance community.

The main challenge for European lenders and asset finance institutions in the 1st half of 2011 was to ensure compliance with the new EU regulations (EU Directive on Consumer Credit Loans, SEPA and BASEL III). Additionally, the current financial crisis has inevitably led to cutbacks in spending and cost optimization.

In 2012, risk management will be an important issue, characterized by a willingness to invest in back office systems for more than 54% of the survey participants. The industry will look to invest more in front office tools in 2012, with an increase of 10% against the 2011 figure.

Lenders and asset finance institutions will also focus on the growth of their core business. This will be achieved, mainly by expanding their range of financial products and services, and to a lesser degree by expanding their international presence.

“We had anticipated these trends and we are already working to provide appropriate technology solutions for our clients”, explains João Violante, product manager of the Lending & Asset Finance product line for Linedata.

“The launch of Linedata Ekip360, the new version of our front to back office solution, forms part of this approach. Linedata Ekip360 brings to the marketplace a comprehensive, unique and feature-rich software platform that supports all types of Lending and Asset Finance products. With a service-oriented architecture, Linedata Ekip 360 is an easy-to-integrate component-based solution which is easily adapted to every institution’s development strategy.”

João Violante concludes, “The innovations developed in this new version bring an important competitive advantage to our clients by improving their customer knowledge base and the quality of their offering, while enhancing risk management. In addition, the recent acquisition of Fimasys has strengthened our product range bringing to the market more extended features, especially in the vehicle finance sector.”

The survey was conducted between June and October 2011. It was initiated on the 30th of June at the Linedata Exchange Paris, where 250 financial professionals and experts were gathered to discuss current and future trends and challenges. The survey was distributed to the general business and IT management of 60 institutions in Europe and North Africa, in order to identify the challenges faced over the course of the year 2011 and prepare for the upcoming challenges of 2012.

ABOUT LINEDATA

Linedata is a global solutions provider with 700 clients operating in 50 countries. With more than 900 employees across the globe, Linedata is dedicated to the investment management and credit community. Linedata has been at the service of the financial industry from day one, and applies its market and client insight to provide innovative and tailored mission-critical software and services that help its clients grow. As a pioneer for over 10 years with the setup of SaaS infrastructure for the financial industry, Linedata has preached and spread this model throughout the global financial community, for its full range of products. Headquartered in France, Linedata achieved revenues of EUR 136.2 million in 2010. This company is listed on Euronext Paris FR0004156297-LIN – Reuters LDSV.LN – Bloomberg LIN:FP.

150 lenders and asset finance institutions in 32 countries choose Linedata for their core IT system, a comprehensive software platform dedicated to the Lending & Asset Finance industry with two well-known software solutions: Linedata Ekip and Linedata Profinance. Linedata’s offering manages the entire life cycle of a contract, from the first customer contact through to accounting. Its integrated workflow streamlines and optimizes business processes. This multi-country, multi-currency, multi-channel, multi-GAAP offering handles more than 8 million contracts on a daily basis.

For more information, please contact:

Linedata
Gaelle BOU
TEL: +33 (0) 1 46 11 70 00
gaelle.bou@se.linedata.com

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PARIS and BOSTON, December 12, 2011 – Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced their newest client, Davidson Fixed Income Management, Inc., an investment advisory firm offering customized investment advisory solutions to select institutional fixed income investors. Davidson will use Linedata Mshare, Linedata Mfact and Linedata Reporting to better serve their investor clients.

Deployed via Linedata Hosting, Linedata Mshare, Linedata Mfact and Linedata Reporting are comprehensive, cost-effective and integrated best of breed solutions which meet the needs of investment advisors like Davidson. Delivering automation, security, transparency and the ability to offer enhanced services to Davidson, Linedata’s solution eliminates the current manual use of spread sheets through a trusted technology platform.

Linedata Mfact is an award-winning fund accounting solution with over 20-years of proven market experience working with some of the world’s leading financial institutions. Linedata Mshare is a leading transfer agency and shareholder recordkeeping solution backed by over 10-years of proven market experience and used by some of the world’s largest institutions. Linedata Reporting is a fully integrated solution providing a robust reporting package seamlessly integrated with Linedata’s comprehensive solution.

Firms are continuing to strive to improve their performance and agility while having a need to invest in systems to ensure their front, middle and back offices are integrated and automated. With increasing attention to client reporting demands, there is greater demand for detail, transparency and timeliness. Davidson chose the award-winning Linedata systems for its strong integration, automation, ability to deliver reports to an existing web portal and ease of use with its hosting infrastructure.

“Selecting Linedata allows us to move away from a manual, multi-system environment and not worry about infrastructure,” said Scott Prickett, Managing Director of Davidson. “With its ease of use, ability for customization and integrated general ledger, we now have the technology in place to handle our business needs and allow us to focus on our clients.”

“Linedata’s integrated accounting, shareholder investment and reporting tools are robust, scalable and functionally rich and offers firms like Davidson the product capabilities they require,” said Annie Morris, Managing Director of Linedata North America. “Our experience of working with investment advisors that manage assets for Local Government Investment pools helps us understand Davidson’s need for efficient and cost-effective technology that will support their current and future business requirements.”

ABOUT DAVIDSON FIXED INCOME MANAGEMENT

Davidson Fixed Income Management, Inc. (DFIM) offers a comprehensive array of fixed income advisory services to governments and non-profit institutions. The firm is federally registered with the SEC and is a wholly owned subsidiary of Davidson Companies, a broad-based financial services firm. With a significant capital base and over 1,000 employees, Davidson Companies provides financial strength and stability for DFIM and our clients.

ABOUT LINEDATA

Linedata is a global solutions provider with 700 clients operating in 50 countries. With more than 900 employees across the globe, Linedata is dedicated to the investment management and credit community. Linedata has been at the service of the financial industry from day one, and applies its market and client insight to provide innovative and tailored mission-critical software and services that help its clients grow. As a pioneer for over 20 years with the set-up of SaaS infrastructure for the financial industry, Linedata has preached and spread this model throughout the global financial community, for its full range of products. Headquartered in France, Linedata achieved revenues of EUR 136.2 million in 2010. This company is listed on Euronext Paris FR0004156297-LIN – Reuters LDSV.LN – Bloomberg LIN:FP.

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For more information, please contact:

Linedata
Karen M. Hays
Tel: 617-912-4766
Karen.Hays@na.linedata.com

PARIS and NEW YORK December 7, 2011: Linedata, the global solutions provider dedicated to the investment management and credit industry, has been named one of the ‘Best Places to Work in New York City,’ for the second year running by Crain’s New York Business.

“New York is a highly competitive market and our ability to retain and attract top talent here is paramount for Linedata,” said Annie Morris, managing director of Linedata North America. “Today it is not just about attracting top talent but about retaining those key employees. We have built a culture in which employees can accomplish the best work of their careers and be rewarded for exceptional results. We are delighted our New York team has validated our firm as one of New York’s best, earning us a place on the Crain’s New York Business list of top employer.”

Crain’s ‘Best Places to Work in New York City’ winners were chosen based on the results of a weighted survey of both employees and employers conducted by Crain’s New York Business in partnership with Best Companies Group. It is the fourth consecutive year Crain’s has conducted this research to determine the most desirable companies to work for in New York City.

“The 50 companies that make up Crain’s ‘Best Places to Work in New York City’ represent the top employers throughout the five boroughs and explain why the best and brightest from all over the country consistently choose to make our city the place where they live and work,” said Xana Antunes, editor of Crain’s New York Business. “This distinguished group of winners can take pride in the fact that it was the praise and support of their own employees that earned them this honor in the nation’s most competitive business market.”

Complete rankings of New York City’s best places to work, plus full coverage, including profiles, video and photos, is available at crainsnewyork.com/bestplaces.

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ABOUT LINEDATA

Linedata is a global solutions provider with 700 clients operating in 50 countries. With more than 900 employees across the globe, Linedata is dedicated to the investment management and credit community. Linedata has been at the service of the financial industry from day one, and applies its market and client insight to provide innovative and tailored mission-critical software and services that help its clients grow. As a pioneer for over 10 years with the set-up of ASP infrastructure for the financial industry, Linedata has preached and spread this model throughout the global financial community, for its full range of products. Headquartered in France, Linedata achieved revenues of EUR 136.2 million in 2010. This company is listed on Euronext Paris FR0004156297-LIN – Reuters LDSV.LN – Bloomberg LIN:FP.

Linedata provides comprehensive front-to-back solutions and services to manage all types of investment processes, from pre-trade to post-settlement, across a wide range of firms, including institutional portfolio and collective management companies, hedge funds, prime brokers, fund managers, transfer agents, corporate savings fund managers, and subsidiaries of banks or independents.

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For more information, please contact:

Linedata
Tara Phelan
Tel: +1 212 485 8583
Tara.phelan@na.linedata.com

The results of Linedata’s annual Investment Management Survey show an increased appetite for cloud computing as well as plans to invest in trading and risk management solutions. The investment management community demonstrates concerns over regulation and volatility but nevertheless, a belief that the market will grow in 2012.

Click Here to read the 2011 Global Investment Management Survey

Download PDF

PARIS, December 1, 2011 – Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced the results of its Annual Global Investment Management Survey. Key findings include the recognition of regulation as a present and future challenge; a clear move towards cloud computing and hosted environments; plus risk and trading systems as top IT priorities. Despite a small number of downbeat pronouncements, the majority predicted market growth in 2012.

Linedata surveyed 159 investment management professionals over the course of six weeks in September- November 2011, during Linedata Exchange London, New York, Hong Kong and Singapore. On the key findings, Gavin Little-Gill, Linedata Global Head of Asset Management Product Strategy, commented:

“The investment management industry is weighing an avalanche of regulatory proposals. Linedata’s survey results clearly illustrate apprehension over coming regulations and their impact on business. This explains one significant shift in IT priorities: whereas in 2010, it was all about improving legacy systems, this year, priorities have shifted towards managing risk. Asset managers need a better understanding of the entire trade lifecycle, a more comprehensive insight into risk and, generally, increased transparency. The acquisition of better front and middle office solutions are critical to managing the overall operational risk of an asset manager’s business and providing insight into the firm’s risk exposure throughout the day. Robust solutions such as those offered by Linedata help investment management professionals meet their client mandates and regulatory demands. These survey results are aligned with Linedata’s understanding of market trends; our product enhancements have been focused on automation, auditability, limits and controls and transparency.”

Top challenges of today and tomorrow

The survey shows that 25% of respondents consider regulation to be their top or second priority; more important even than investment performance which rated as their second greatest concern. Looking towards the future, the interviewees identified adapting to new regulatory regimes as their greatest challenge in 2012, followed by market volatility; the latter was also re-iterated many times in the unprompted section of the survey. When asked if there would be growth in 2012, two thirds said ‘yes,’ although the respondents were divided as to where this growth would occur.

Main IT priorities

Trading and other front office applications were the main IT priorities of the largest single group of respondents at 27%; risk management and compliance combined as a significant 33%. Another notable trend was a move towards the cloud and hosted services, with 36% saying their business already runs in the cloud and a further 42% considering a move to the cloud in either the short or medium term future. Gavin Little-Gill observed, “The investment industry as a whole is moving towards hosted solutions – they are secure, flexible, scalable and cost-effective, requiring no capital expenditure and less in-house resource. With over 105 clients now using our hosted solutions, Linedata can attest to this trend. In addition, Linedata Hosting also comes with full business contingency and disaster recovery services which can be a challenge to provision with an in-house deployed system.”

The full survey can be read here:

http://www.linedata.com/files/2011/12/Global_Investment_Management_Survey_2011.pdf

ABOUT LINEDATA

Linedata is a global solutions provider with 700 clients operating in 50 countries. With more than 900 employees across the globe, Linedata is dedicated to the investment management and credit community. Linedata has been at the service of the financial industry from day one, and applies its market and client insight to provide innovative and tailored mission-critical software and services that help its clients grow. As a pioneer for over 10 years with the setup of SaaS infrastructure for the financial industry, Linedata has preached and spread this model throughout the global financial community, for its full range of products. Headquartered in France, Linedata achieved revenues of EUR 136.2 million in 2010. This company is listed on Euronext Paris FR0004156297-LIN – Reuters LDSV.LN – Bloomberg LIN:FP.

Linedata provides comprehensive front-to-back solutions and services to manage all types of investment processes, from pre-trade to post-settlement, across a wide range of firms, including institutional portfolio and collective management companies, hedge funds, prime brokers, fund managers, transfer agents, corporate savings fund managers, and subsidiaries of banks or independents.

__________________________________________________________________________________________________

For more information, please contact:

Linedata

Liz Fidler

TEL: +44 207 469 8725

liz.fidler@uk.linedata.com

With more than 15 years’ experience serving the financial industry, Linedata is well-aware of the demanding and critical needs of the investment management and leasing & lending community. Fortunately, the company found a partner that understands these unique requirements as well. Linedata utilizes a number of Savvis Markets Infrastructure services — from colocation and network connectivity —to successfully launch new products and continue to expand its global reach.

Download Savvis Case Study

PARIS, LONDON, November 28, 2011: Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, and Riskdata SA, a premier risk-management solutions provider, today announced a global partnership which will allow Linedata to provide integrated risk functionality to the asset management community. This undertaking is illustrative of Linedata’s global strategy to form partnerships and Riskdata’s aim to offer a broad and easy access to risk analytics through partner platforms.

This offering will initially be made available to Linedata’s hedge fund clients. Riskdata’s rich risk-analytics functionality will be integrated with the award-winning Linedata Beauchamp portfolio management solution, providing two different packages: the first is an end-of-day risk reporting service, including pre-defined reports and covering VaR, exposure, stress tests, and other risk indicators. The second is for providing interactive risk analysis, with dynamic risk views displaying risk allocation by strategy and other position attributes. This package also provides the ability to run instantaneous “what-if” simulation enabling portfolio managers and the front office to re-evaluate risk on their portfolios prior to trading. Embedding the Riskdata functionality and pre-calculated data service into Linedata Beauchamp will minimize clients’ data management overhead, without the need for custom integration and multiple vendors.

“We know from our hedge fund clients that the measurement and analysis of risk is an important part of their technology strategy; today, both investors and regulators require it,” explained Ed Gouldstone, Linedata’s head of Hedge Fund Products Strategy. “Partnering with Riskdata allows us to provide our clients with the tools to satisfy their increasing external risk requirements, while at the same time giving them the ability to manage risk intra-day through the scenario and ‘what-if’ analysis offered by Riskdata. By integrating Riskdata into our Linedata Beauchamp technology framework, we are able to offer our customers cost-effective, fully-integrated risk, without the burden of taking on the complex integration and data management requirements of a multi-asset risk solution.”

Olivier le Marois, CEO of Riskdata commented, “Post-2008 markets require extensive deployment of risk-management procedures to address investors’ and regulators’ demand for tighter controls and systematic pre-trade risk analysis. By equipping Linedata’s portfolio-management platform with Riskdata’s interactive, regulation-compliant, scalable risk technology, we provide investors with a straightforward cost-effective way to meet today’s market challenges.”

Linedata Beauchamp is suitable for any size of fund and forms part of a fully integrated front-to-back offering which covers the trading, order management, compliance and reporting functions. Linedata also supports a wide range of connectivity to liquidity providers, prime brokers, administrators and others and is recognized as an open solution with the ability to integrate with multiple third parties for risk and other solutions. Linedata has won several awards in the past year for its hedge fund offering including Hedgeweek’s Best Fund Accounting & Reporting System and HFM Week’s Best Overall Technology Provider.

ABOUT LINEDATA

Linedata is a global solutions provider with 700 clients operating in 50 countries. With more than 900 employees across the globe, Linedata is dedicated to the investment management and credit community. Linedata has been at the service of the financial industry from day one, and applies its market and client insight to provide innovative and tailored mission-critical software and services that help its clients grow. As a pioneer for over 10 years with the setup of SaaS infrastructure for the financial industry, Linedata has preached and spread this model throughout the global financial community, for its full range of products. Headquartered in France, Linedata achieved revenues of EUR 136.2 million in 2010. This company is listed on Euronext Paris FR0004156297-LIN – Reuters LDSV.LN – Bloomberg LIN:FP.

Linedata provides comprehensive front-to-back solutions and services to manage all types of investment processes, from pre-trade to post-settlement, across a wide range of firms, including institutional portfolio and collective management companies, hedge funds, prime brokers, fund managers, transfer agents, corporate savings fund managers, and subsidiaries of banks or independents.

ABOUT RISKDATA

Headquartered in Paris, France with regional offices in New York, London and Moscow, Riskdata services over one hundred top financial and investment institutions worldwide. Riskdata offers a comprehensive suite of solutions for Asset Managers and Institutional Investors, covering all risk-management related needs, including quantitative asset screening, pre-trade simulation, portfolio construction, as well as regulatory compliance and reporting. Riskdata products combine global cross-asset-class pre-calculated data, with light and easy-to-integrate software. All Riskdata models fully meet the most challenging regulatory standards.

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For more information, please contact:

Linedata

Liz Fidler

Tel: +44 207 469 8725

liz.fidler@uk.linedata.com

www.linedata.com

Riskdata

Tanya Perelmuter

Tel: +33 1 44 54 35 08

tanya.perelmuter@riskdata.com

www.riskdata.com