CutterResearch Member Meeting

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.

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to over 7,500 global clients, including over 185,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P500, we are committed to sustainable growth and have repeatedly scored 100 on the Human Rights Campaign® Corporate Equality Index and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com. Follow us on Twitter: www.twitter.com/factset.

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!

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.

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.

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.