When it comes to the challenges of new mechanisms, the flexibility offered by SimCorp Dimension has enabled Unigestion to implement new investment strategies with a short and competitive time-to-market. “As an example, a long short strategy was designed and implemented in two months with the inclusion of new instruments type. This wouldn’t have been possible with our legacy platform,” states Mr. Husson. “With a single asset management platform, a new instrument that is set up for one investment line is automatically available for all the other ones. What’s more, the new instrument automatically includes all the aspect of its lifecycle (position holding, compliance, order execution, etc.),” he adds.

"SimCorp Dimension has enabled Unigestion to centralize all of its reporting, which is based on a common database. For the regular reporting templates, the generation is fully automated and does not require IT resources. The process has been fully transferred to the business,” explains Alanh Husson, Director and Chief Project Officer, Unigestion
Realizing the growth strategy of a dynamic, innovative firm
To meet its growth targets, Unigestion focuses on four main drivers:
- Scalability
- Innovation
- Flexibility
- Operational risk control
By moving all of its operation to SimCorp Dimension as the operating platform, Unigestion has been able to support all these drivers. “Scalability is key for sustainable growth; so increasing AUM and expanding our funds must not be a burden,” says Régis Martin. He adds, “The automation of our operational process has improved our ability to manage more transactions without an increase in costs, and the capacity to manage high volumes of data allows for the swift onboarding of various data sources and counterparties.”
Similarly, the easy replication of existing set-ups facilitates innovative new portfolio launches with a competitive time-to-market. To stay competitive, Unigestion needs to be flexible enough to adapt as quickly as its clients adjust to changing market environments. Leveraging market best practice embedded in SimCorp Dimension gives us the opportunity to activate modules or features as activity changes. Furthermore, the system configuration offered in SimCorp Dimension contains sufficient flexibility to change strategies to clients’ needs in a short period of time. As an example, the flexibility of the system allowed Unigestion to integrate new business acquisitions in about two months by leveraging the existing set-up.
When addressing operational risk management in a growth context, the increase of business volumes and changes in activity lead to an increase of the operational risk that needs to be contained. Here, the unique IBOR offered by SimCorp Dimension ensures Unigestion has consistency of data across the board and guarantees a shared view of investments. Furthermore, introducing STP with SimCorp Dimension has enabled the company to decrease operational risk significantly. Likewise, the fully integrated compliance workflow improves order controls and spots human errors before they impact positions.
Overall, Unigestion is confident that replacing the firm’s legacy systems with a single platform has future-proofed the company’s growth strategy by offering the flexibility and scalability that is required to meet the challenges of a complex world.
Quick facts
Name: Unigestion SA
Headquarters: Geneva, Switzerland
Industry: Asset Management
Website: www.unigestion.com
About Unigestion
Unigestion’s single-minded focus is to offer robust, tailor-made investment solutions to a select number of sophisticated institutions and families. The company has EUR 17.2bn of assets under management, 94% are managed on behalf of more than 270 institutional investors and 6% on behalf of a few high-net-worth families. The stability of this client base allows for a long-term vision.
Unigestion is headquartered in Geneva and has offices in major financial centers around the world. This international presence ensures both comprehensive local market research and a good understanding of the local dynamics, which govern the company’s clients’ activities and requirements.
