CutterResearch Member Meeting

ACA Technology Solutions is a division of ACA Compliance Group, a leading provider of governance, risk, and compliance advisory services and technology solutions. Our clients include leading investment advisers, private fund managers, commodity trading advisors, investment companies, broker-dealers, and domestic and international banks. Our team of financial technologists has real-world industry experience and understands the dynamic needs of today’s investment managers.

Asset Control provides reliable, high performance financial data management solutions, helping financial organizations deliver high-quality reference, market and risk data to the people and applications that need it – on time, all the time. Serving the world’s most successful financial institutions, including G-SIBs and investment managers, as well as growing firms across global markets, our software and operational expertise makes processing and reporting possible sooner, with absolute accuracy and consistency. Our systems track every data element from the point of capture to final delivery, giving clients the ability to manage costs and achieve the highest standards of data governance.

Because every minute matters, Backstop’s mission is to help the institutional investment industry use time to its fullest potential. We develop technology to simplify and streamline otherwise time-consuming tasks and processes, enabling our clients to quickly and easily access, share, and manage the knowledge that’s critical to their day-to-day business success. Backstop provides its industry-leading cloud-based productivity suite to investment consultants, pensions, funds of funds, family offices, endowments, foundations, private equity, hedge funds, and real estate investment firms.

Broadridge, a global Fintech leader and S&P 500® company with over $4.5 billion in revenues, provides communications, technology, data and analytics. We help drive business transformation for our clients, including asset managers, with solutions for enriching engagement, navigating risk, optimizing efficiency and growing revenue. Our integrated, front-to-back solutions translate data into actionable insights and streamline the investment life cycle. Touching 90 percent of the world’s mutual fund assets and drawing from the most complete sales and asset data collection in the industry, we are uniquely positioned to help asset managers get ahead of today’s challenges and capitalize on what’s next.

Broadridge delivers state-of-the-art technology, data and services to bring transparency and automation to the investment management and private lending process. Our portfolio management solution offers managers full front-to-back-office functionality on a single platform across all asset types. The product suite is used by many of the largest and most respected asset managers and investment firms in the world.

Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $46 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. We serve clients globally with more than 1,200 employees in 11 regional offices. (As of Q2 2022)

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, CWAN supports over $10 trillion in assets globally.

Eagle Investment Systems, a BNY Mellon company, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private cloud, Eagle ACCESS(SM). Eagle deploys trusted solutions and services that create operational efficiencies and help reduce complexity and risk. In addition to the cloud solutions, Eagle’s Managed Services offering helps deliver enriched and ready for use investment data. Eagle Investment Systems' integrated technology, products and services help our clients to grow their assets efficiently and effectively.

FIS is a financial technology company providing solutions to financial institutions, businesses and developers. We unlock financial technology that underpins the world's financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients confidently run, grow and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses adapt to meet the needs of their customers by harnessing the power that comes when reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor's 500® Index.

GoldenSource solves financial services' toughest data challenges. We are the leader in cloud-based data management excellence, ensuring tools used in data engineering, decision support, and traditional EDM and MDM always have the best data available to them, to accelerate business and reduce costs. Firms recommend GoldenSource to quickly onboard and organize data that powers analytics and visualization across investment management, ESG and risk management, to curate AI/ML training data, to feed transaction systems and generate trusted regulatory reports.

IHS Markit (NYSE: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. thinkFolio from IHS Markit is a multi-asset investment management platform, which mitigates risk, increases operational efficiency and supports decision-making by investment managers. EDM from IHS Markit is a data management platform that acquires, validates and distributes trade, operational, risk, finance and customer data. IHS Markit also provides a data warehousing solution, EDM Warehouse. This is a single platform that consolidates data and empowers users to interrogate it on a real-time basis in order to understand risk, exposure, AUM and periodic metrics.

INDATA is a leading specialized provider of software, technology and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic® – the industry’s first investment technology platform specifically designed for the era of big data and iPM Portfolio Architect AI, the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.

INDATA provides software and services to a variety of buy-side clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally.

Indus Valley Partners (IVP) is a trusted transformation partner to leading alternative asset managers, including global leaders in private credit, private equity, and hybrid fund strategies. With 25+ years focused exclusively on the buy side, IVP brings unmatched expertise in modernizing data, operating, and reporting infrastructures.
Our integrated platform and services are purpose-built for the new era of AI-enabled investing, where operational leverage, data governance, and speed to insight drive returns as much as capital deployment. This foundation allows funds to create consistency across complex data ecosystems, accelerate decision-making, and unlock value from traditional and alternative datasets.
IVP combines deep domain expertise in asset management operations with a proven track record across master data management, digital-first Managed Services, and enterprise-wide implementations. By partnering with IVP, fund managers gain a scalable, technology-enabled operating model designed to support growth, improve oversight, and enhance agility.
For more information, visit www.indusvalleypartners.com

Asset owners, pension plans, fund managers and insurance companies rely on Matrix to help solve their most complex investment, risk and data manage challenges.

Matrix is an investment data platform that empowers firms to understand everything from the true nature of the exposures within funds to the indirect fees borne by investors and the impact of investment re-structuring decisions.

The foundation of the platform is a unique algorithm that structures the data during the processing phase of the data management lifecycle. This structuring enables a range of solutions to be implemented on the core platform.

• Asset allocation
• Exposure management
• Rebalancing
• Data Management

The platform simplifies the management of the complex, multi-level investment and product structures that underpin endowments, pension plans, retirement savings, insurance and asset management businesses. All of our customers are references and we have never had a failed implementation!

Milestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognised as the architect of a new class of digital enterprise and industry level solutions based on its pControl investment platform.

pControl unifies multiple processes and functions around a single product record creating new possibilities and integrates seamlessly with existing technologies, servicing today's increasingly complex inter-funded product structures.

Institutional asset owners, fund managers and fund administrators utilise pControl's purpose-built solutions to support over $20 Trillion in assets for mission critical business functions and related data services spanning fund processing, fund accounting, asset allocation, oversight and Backup NAVs and NAV automation.

Clients trust Milestone Group to consistently deliver a unique mix of innovative and dynamic solutions backed by deep industry know-how. For Milestone Group and its people, this is a journey that continuously 'raises the bar' enabling clients to realise their investment and product strategies.

SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.

Founded in 1971, with more than 3,500 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world's top 100 financial companies through its integrated platform, services, and partner ecosystem.

SimCorp is a subsidiary of Deutsche Börse Group.

Solovis is leading fintech innovation for institutional investors with a powerful Cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely designed for the limited partner community. Endowments, foundations, pensions, OCIOs and family offices leverage Solovis to transform how they collect and aggregate investment data, analyze portfolio performance, model and predict future outcomes and share meaningful portfolio insights with key stakeholders. The Solovis institutional investment management technology platform enables detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable, transparent insights that empower investors from the front to back office.

Symphony offers a secure team collaboration platform that transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs.