Case Study: Ativo Overhauls its Front & Back Office, Risk & Performance Platforms to Support Growth

Executives from the asset manager detail how the firm replaced much of its existing technology stack, and the reasons for doing so.

Chicago-based Ativo Capital Management has implemented Eze Software for its front office, SS&C Advent for the back office, Axioma for risk management, and FactSet for performance measurement and attribution.

Growth is good. Growth is necessary. But growth comes with its own unique challenges. Ativo Capital Management has experienced some of these growing pains as it has shifted the focus of its business in recent years. The firm dates back to 1971 when it was called Callard, Madden & Associates (CMA). The advisory firm then decided to split into two groups, Ativo Research and Ativo Capital Management, the asset management arm of firm. Then, in 2014, it wound down Ativo Research in order to so