Top 11 global asset managers helping them grow revenues, minimize risk, enhance productivity, make better decisions and enhance returns. Provider of strategic benchmarking, analytics and insights to 95 of top 100 asset managers.
Solution Components
Research
Equity Fixed income & Credit Public Finance Macro & Multi-Asset Private Equity Private Debt Real Estate Infrastructure
Middle Office Operations
Performance Calculation and attribution
Independent Price Verification & illiquid Valuations
Compliance Management Fund Accounting Trade Operations Reporting - Investor, Regulatory, Management Reconciliation Corporate Actions Investor Relations
Corporate Finance
Independent Valuations Marks
Financial Reporting
Financial Risk management & reporting Expense Management Vendor management & monitoring Tax Planning & Compliance
Marketing & Distribution
RFP/RFI/DDQ Marketing Material Production Digital Marketing & Web Analytics Fund Commentaries & Reports Consultant Relations & Database Updates Thought Leadership
Risk & Analytics
Investment Risk Portfolio Analytics Scenario Analysis and Stress Testing Financial Risk management & reporting Back Testing & Documentation
Data Solutions
Data Management & Governance Data Architecture & Integration Data Analytics & Reporting Gen AI Enabled Services
ESG Integration
ESG Assessment Frameworks & Scorecards ESG Due Diligence GSS Bond assessment Thematic Research Proxy Advisory ESG Engagement Support ESG Data Management