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International - New - LONVIA Capital in the ALTO* x CACEIS clients community!
11.01.2021

Welcome to LONVIA Capital in the ALTO* x CACEIS clients community!

Published 11 January, 2021

11.01.2021
Welcome to LONVIA Capital in the ALTO* x CACEIS clients community!

Published 11 January, 2021

As part of its common front-to-back offer with CACEIS, Amundi is delighted to announce that LONVIA Capital has chosen the ALTO* technology solution combined with operational services covering the entire asset management value chain for its three funds. Through this agreement, the LONVIA Capital teams benefit from the portfolio management platform ALTO*, available in SaaS mode1, and delegate to Amundi and CACEIS the management of the data repository, the execution of orders, middle office and back office operations.

International - News - lonvia capital in the alto caceis clients community

Founded on the initiative of Cyrille Carrière, LONVIA Capital is an independent management company based on a unique investment philosophy that has been successfully applied for many years to European small and mid-cap equities. Portfolio managers are looking for companies that operate in a virtuous growth cycle and that use the successes achieved from their market positioning accuracy and their products to constantly invest in their future growth. These companies thus have the ability to develop considerably in a few years, going for example from a local niche player to a company established on several continents. LONVIA Capital manages the funds Lonvia Avenir Mid-Cap Euro, Lonvia Avenir Mid-Cap Europe and Lonvia Avenir Small Cap Europe.

The choice of Amundi and CACEIS enabled us to have access to a solution covering all the business services required by our management team, and based on the best market standards. The proposed front-to-back solution will allow us to support the growth of our assets in a strong and secure environment for our customers.

Jean-Baptiste BARENTON
Managing Director of LONVIA Capital

The ALTO* team is pleased to welcome LONVIA Capital as the first client of the front-to-back offer with CACEIS for asset managers. The establishment of the partnership with LONVIA Capital validates the strategy of an integrated solution adapted to the management companies’ challenges. We wish LONVIA’s portfolio managers every success and will support them as they grow.

Joseph EL GHARIB
Head of Amundi Services

The ALTO* x CACEIS solution for front-to-back provided to LONVIA Capital’s includes:

  • ALTO*, Amundi Portfolio Management System, covering the entire asset management value chain: portfolio analysis, portfolio construction, ordering, pre and post-trade compliance, performance measurement and contribution, management of a shared data repository, etc.;
  • Orders execution by Amundi Intermediation and CACEIS trading desks;
  • Middle office services operated by CACEIS on the ALTO* platform offering a unique position-keeping between front and operations thanks to IBOR (Investment Book Of Record) position keeping;
  • Depository and fund administration services by CACEIS.

1. Software as a Service
*ALTO : Amundi Leading Technologies & Operations

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