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Green Alpha Advisors Transforms Sustainable Investing with INDATA

In an era where sustainable investment is becoming increasingly paramount, Green Alpha Advisors has made a significant leap forward by joining forces with INDATA. This partnership marks a pivotal moment for the firm as it transitions to a state-of-the-art investment management platform that promises to enhance operational efficiencies and support their mission of fostering a more sustainable economy.

A New Chapter in Investment Management

Located in Niwot, Colorado, Green Alpha Advisors is recognized for its innovative approach to investing, focusing on companies that are leading the charge in economic transformation through sustainable practices. The firm’s Next Economy™ philosophy seeks out businesses that are not only profitable but also contribute positively to society and the environment. Their strategy is rooted in identifying opportunities that address global challenges while meeting the demands of future generations.

As the firm has grown, so too has its need for a more robust investment management solution. Previously relying on an outdated Order Management System (OMS) and Portfolio Accounting software, Green Alpha found itself constrained by the limitations of its technology. The necessity for a more integrated and versatile system became apparent, which led to the decision to implement INDATA’s Front-to-Back investment management platform.

The INDATA Advantage

INDATA is well-regarded for providing cloud-native, SaaS-based solutions tailored for buyside firms. The incorporation of INDATA's up-to-date technology equips Green Alpha with a comprehensive suite of tools, including Trade Order Management, Portfolio Accounting, and Performance Reporting. This all-in-one solution was designed to streamline operations and enhance scalability, which is essential for a firm of Green Alpha's ambitions and operational scale.