Limina AB

Streamlined investment management across all asset classes with a unified platform.

Streamline ETF issuance with real-time operational support and management tools.

Streamline your RFI process with focused vendor questioning.

Capabilities that manage the end-to-end order lifecycle, pre-trade and post-trade execution, and multi-share-class execution to support trading and portfolio implementation.

Products: Limina IMS, ETF Issuer Platform

Operational and front-to-mid office capabilities specific to ETF creation and issuance including basket dissemination, intraday liquidity support, tracking difference management, and real-time operational insights.

Products: ETF Issuer Platform

Integrated investment data management and governance including IBOR, cross-asset data consolidation, quality controls, and data integration across investment workflows.

Products: Limina IMS

Pre- and post-trade compliance, simulated checks, and embedded portfolio risk analytics to ensure regulatory and mandate adherence and to monitor investment risk exposures.

Products: Limina IMS

Capabilities to standardize and accelerate vendor selection and procurement processes through RFI generation and targeted vendor questioning to support software procurement decisions.

Products: RFI Procurement Generator Tool

Limina IMS

Limina IMS is a cloud-native platform for investment managers, providing a unified front-to-back investment management system across asset classes. It covers portfolio modelling and tracking, order management, investment compliance, investment operations, risk management, performance attribution, data management, and reporting, with integrated connectivity and security to support collaboration across portfolio managers, traders, and operations teams. Data Management as a Service integrates core investment data management with quality controls and seamless data integration across workflows.

• Provides Unified Workflows
  Facilitates efficient management of diverse assets through a single platform, enhancing operational efficiency.
• Ensures Data Integrity
  Stringent quality controls maintain high data accuracy, critical for informed decision-making.
• Delivers Real-Time Insights
  Offers a comprehensive view of positions and cash, enabling informed investment decisions.
• Enhances Workflow Efficiency
  By integrating core investment data management into workflows, teams experience reduced manual errors and improved operational efficiency.
• Achieves Seamless Data Flow
  By leveraging integration with the Limina platform, it allows for efficient data exchange, enhancing overall operational effectiveness.
• Manages Entire Order Lifecycle
  Ensures a smooth transition through all stages of order management, improving execution efficiency.
• Optimizes Asset Allocation
  Facilitates strategic asset allocation through real-time tracking and analysis of portfolios.
• Protects Sensitive Information
  Ensures data security through robust access controls and security protocols.
• Supports Unified Workflows
  Facilitates comprehensive data handling across various asset classes, ensuring consistent operations and reporting.
• Safeguards Sensitive Information
  Comprehensive security protocols ensure that data is secure against breaches and unauthorized access, protecting client interests.
• Enables Seamless Integrations
  Supports customizable integrations that allow for smooth data flow between Limina IMS and existing systems.
• Automates Compliance Checks
  Integrates compliance processes into daily operations, reducing the risk of regulatory breaches.
• Identifies Potential Risks
  Incorporates risk analytics directly into workflows, facilitating proactive risk management.
• Easily Scale Operations
  Allows businesses to expand or contract their data management needs dynamically in line with operational requirements.
• Streamlines Operational Processes
  Enhances the efficiency of operational tasks, enabling focus on strategic initiatives.
• Enhances Performance Analysis
  Provides insights into performance metrics versus benchmarks, supporting investment strategy refinement.
• Generates Insightful Reports
  Enables detailed and customizable reporting, allowing stakeholders to gain valuable insights into investment performance.

ETF Issuer Platform

ETF Issuer Platform provides a real-time front-to-mid office solution tailored for active and complex ETF issuance, addressing issuer-specific operational and portfolio management challenges such as intraday liquidity, tracking difference, basket dissemination, and multi-share class execution.

• Consolidate Front-to-Mid Office Operations
  Streamline all processes from issuance to portfolio management, enhancing efficiency and reducing errors with an integrated solution.
• Ensure Accuracy In Basket Dissemination
  This feature helps maintain precise communication of the ETF baskets, vital for market confidence and operational effectiveness.
• Leverage Real-Time Data Insights
  Gain instantaneous visibility into operations, enabling proactive adjustments and strategies in the fast-paced ETF market.
• Optimize Intraday Liquidity Management
  This functionality allows issuers to efficiently manage liquidity demands, ensuring seamless operations throughout trading hours.
• Minimize Tracking Difference
  Identify and address discrepancies between the ETF's performance and its benchmark, enhancing investor satisfaction and trust.
• Facilitate Multi-Share Class Transactions
  Manage various share classes under one platform, simplifying processes and improving transaction speed.

RFI Procurement Generator Tool

RFI Procurement Generator Tool is a free tool to help you ask the right questions of software vendors and streamline the RFI process.

• Creates Customized RFIs
  Customizes requests for information based on specific software requirements, ensuring relevant information is acquired.
• Improves Vendor Engagement
  Provides a structured approach to questioning that helps extract critical insights from vendor responses.
• Enhances Workflow Efficiency
  Streamlines the entire procurement process to minimize delays and optimize decision-making.