CutterResearch Member Meeting

Clearwater Analytics is a global industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, compliance, risk, performance, and reporting. Each day, the Clearwater solution reports on more than $5.9 trillion in assets for clients that include leading insurers, asset managers, corporations, pension plans, governments, and nonprofit organizations – helping them make the most of their investment portfolio data with a world-class product and client-centric servicing. Investment professionals around the globe trust Clearwater to deliver timely, validated investment data and analytics. 

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.

Electra provides award-winning post-trade operations workflow solutions and data services for reconciliation, data aggregation, fee billing and trade settlement. We help buy-side investment managers, hedge funds, fund administrators and service providers reduce risk, improve operational efficiencies, scale to business demands, and gain sustainable value from our innovative, patented technology across their entire operations ecosystem.

Electra’s solutions include:

• Reconciliation: Improves efficiency, accuracy and transparency across reconciliation, exception management and post-trade processes
• Data Aggregation: Acquires, validates, enriches, normalizes and delivers information from thousands of global sources and data feeds
• Client Fee Billing: Improves the speed and accuracy of invoices, cash flow and client service while reducing risk
• Managed Services: Reconciliation and data aggregation managed and supported by a dedicated operations team
• Trade and Settlement Notification: Custodian trade and client notifications, confirmations, affirmations and settlement instructions
• Trade Fail Prevention: Proactive identification of pending, unmatched and at-risk trades, and fast exposure of failed trades

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.