Montreal, Quebec, May 6, 2016 – Croesus will exhibit at the 69th CFA Institute Annual Conference taking place May 8 to 11 at the Palais des congrès de Montréal. In addition to providing valuable knowledge to its attendees, the conference also offers a great networking opportunity for investment professionals from all around the world.
One of the largest educational events in the industry, this conference is a key event for investment professionals. Over 1,800 participants from 70 countries are attending this conference in order to stay up to date on the latest issues in the investment industry. Many experienced economists, investors, authors and government and regulatory leaders will be present to share their knowledge on the newest market trends, provide practical investment advice, how to find new opportunities, and more.
The Croesus team will be located at booth 48 to present its wealth management solutions. The company provides an evolving platform that delivers portfolio management and business intelligence solutions as well as integration tools. Croesus enables its clients to build more efficient businesses, increase return on investment and keep pace with rapidly evolving technology.
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 9,700 investment professionals use the Croesus application to manage over $800 billion in assets. With its 165 dedicated employees, Croesus has built a reputation on the ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision making. Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with its clients to develop technology solutions that are innovative, flexible and secure. Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus was a winner of Canada’s Best Managed Companies program in 2014 and requalified in 2015 to maintain its status as a Best Managed company. Croesus has offices in Montreal, Toronto and San Diego.
CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors’ interests come first, markets function at their best, and economies grow. CFA Institute has more than 138,000 members in 148 countries and territories, including 132,000 CFA charterholders, and 147 member societies. For more information, visit www.cfainstitute.org.
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