CutterResearch Member Meeting

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.

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)

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.

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.

Indus Valley Partners (IVP) is a global provider of front, middle and back-office technology solutions, consulting and “digital-first” managed services to over 160 of the most prestigious fund managers on the buy side.

Hedge funds, private equity firms and other traditional and alternative asset managers rely on IVP’s expertise as a thinking partner and best-of-breed platforms to digitally transform and future-proof operations – reducing their costs, improving control and increasing productivity across their enterprise.

Founded in 2000, IVP remains at the forefront of moving Finance ForwardTM with approximately $4 trillion of global AUM managed using its technology and $1.6 trillion AUM reported through its regulatory reporting solution. IVP is headquartered in New York with additional offices located in Salt Lake City, Dallas, Toronto, London, Mumbai and Noida.

Milestone Group is a specialist technology solutions firm serving the global investments industry, with a consulting and operational heritage that allows us to understand the bigger picture.

Milestone Group is recognized globally as a thought leader and architect of a new class of enterprise level solutions. We understand the challenges associated with formulating, enabling and managing operating models in investment businesses, across multiple suppliers, partners, geographies and jurisdictions.

We bring a fresh approach to data and product management, transparency and operational agility as integrated capabilities across key investment and operational functions.

We deliver solutions that are purpose built for institutional asset allocators, pension funds and multi-asset product providers, and are category leaders in NAV automation and Fund Oversight including Backup NAV capabilities. Our innovative pControl SmartSourcing™ model delivers more intelligent and flexible blended operating model choices.

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 realize their investment and product strategies.

Ortec Finance is the leading provider of technology and solutions for risk and return management. It is our purpose to enable people to manage the complexity of investment decisions. We do this through delivering leading technologies and solutions for investment decision-making to financial institutions around the world. Our strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results.

Headquartered in Rotterdam, Ortec Finance has offices Amsterdam, London, Toronto, Hong Kong and in Zurich.

• 20+ countries represented
• 500+ customers
• 96% retention rate
• 3 trillion euro total assets managed by our clients

RIMES is an award-winning data management and regulatory technology specialist that truly understands the challenges faced by its customers. It serves nearly 400 asset managers, owners, servicers and banks in 45 countries including 60 of the 100 largest global asset managers and 9 of the 10 largest asset servicers by TAUM.

SimCorp offers industry-leading, integrated investment management solutions.

Our platform and ecosystem, comprising partners, services, and third-party connectivity empowers us to provide 40% of the world’s top 100 financial companies with the efficiency and flexibility needed to succeed.

With over 25 offices around the world, and more than 2,200 employees, we are a truly global, collaborative team that connects every continent and industry seamlessly.