Case Study - Genus Capital Management Eliminates Performance Bottlenecks to Accelerate Investment Decisions

Genus Capital Management is an independent Vancouver-based investment firm founded in 1994, providing sustainable investing solutions to Canadians. They harness data-driven insights to deliver customized portfolio strategies that align with clients' financial goals and environmental values.

The Situation

Genus had built a successful investment platform, but performance bottlenecks were creating decision-making latency and limiting research throughput. Inefficient database queries and strained data processing pipelines were consuming all available system resources, threatening to require costly infrastructure upgrades and slowing critical portfolio management workflows. These structural blind spots constrained the firm's ability to serve clients with the speed and analytical depth required in active capital markets, directly impacting their competitive positioning.

Our Approach

Aligned performed a comprehensive diagnostic of Genus' application and data processing systems, identifying structural inefficiencies that were leaking value across the investment research lifecycle. We executed deep database performance analysis, pinpointing inefficient queries overloading their data systems. Our code review uncovered low-cost, high-reward optimization opportunities. Aligned then implemented these remediation measures directly, working alongside Genus' IT team to monitor results and ensure seamless execution without disrupting day-to-day operations.

Value Delivered

The remediation delivered a 40% performance boost in critical execution paths, accelerating data processing and shortening feedback loops for research and portfolio management decisions. By eliminating systemic bottlenecks, we deferred the need for costly infrastructure upgrades, while improving system scalability. Genus now operates a technology platform that performs as a competitive asset, enabling leadership to focus on core investment strategy while benefiting from enhanced system efficiency.

  • Up to 40% Boost.

    Faster data processing and enhanced user experience.

  • Reduced System Load.

    Deferred need for costly infrastructure upgrades.

  • Shorter Feedback Loops.

    Faster decision-making for research and portfolio management.

We are proud of our collaboration with Genus and the positive impact we made on their business. If your platform is creating latency in critical workflows or pushing you toward premature infrastructure spend, contact us today.

  • Performance Engineering
  • Diagnostic & Remediation
  • Data Pipeline Optimization

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