As a free to attend event for representatives of investment groups, we’d like to thank our valued Summit Sponsors for their continued support of these free-to-access events.
If you think your organisation could benefit from sponsorship or you would simply like to know more about how you can engage with our attendees, then get in touch today. Call Noel Hillmann, Chief Executive Officer, on +44 (0) 207 688 8511 or email noelhillmann@clearpathanalysis.com.
We were proud to welcome the following organisations as valued Sponsors and Partners of the Fund Management Operations Virtual Summit 2020:
Financial Risk Solutions
With over 20 years delivering Investment Administration oversight software, Financial Risk Solutions Ltd (FRS) is a trusted technology partner to asset managers, life assurance and wealth management firms worldwide. Led by an expert team of actuaries, compliance and IT specialists, clients license FRS’s Invest|Pro™ Oversight software to help navigate the ever-changing challenges of growth, regulatory pressures and competition in the industry. The award-winning* InvestProTM platform is relied on by over 65 blue-chip financial services and BPO clients to reduce operational costs, increase efficiencies and mitigate risk in the manufacture and management of investment products. More than150,000 funds are managed on the Invest|Pro™ platform today. Delivered on-premise or cloud-hosted, Invest|ProTM securely automates multiple complex fund administration processes including oversight, NAV, unit-pricing, cash allocation and rebalancing; and NAV validation of operational activity performed by outsourced partners; and in Europe monitoring and reporting for PRIIPs, KID requirements, and Pillar III asset reporting for Solvency II. FRS is part of the Constellation Software Inc. group and headquartered in Dublin, Ireland, with offices in Hong Kong and Sydney. For more information visit frsltd.com or follow FRS on LinkedIn at www.linkedin.com/company/frs-ltd *2020 Asia Risk.net GRC product of the year, 2019 - Best Solvency II Tech Solution - Insurance Asset Management Awards, Pensions Technology Provider of the Year - Irish Pensions Award, 2017 & 2018 – Tech Firm of the Year – Insurance Asset Management Awards, 2016 – Tech Provider of the Year, Governance Risk and Compliance – Risk.Net Awards.
Milestone Group
Milestone Group is an institutional fintech firm serving the investments industry and is recognized globally as the architect of a new class of digital enterprise and industry level solutions based on its pControl investment platform. Milestone Group provides a fresh approach to data, process and product management delivering transparency and operational agility as integrated capabilities across key investment and operational functions. Currently supporting some $17 trillion in assets, pControl solutions are driving industry innovation for asset allocators including pension funds, fiduciaries and multi-asset product providers, and are category leaders in NAV automation and fund oversight including backup NAV capabilities. Milestone Group’s innovative pControl SmartSourcing™ cloud delivery model provides intelligent and more flexible blended operating model choices. Clients trust Milestone Group to consistently deliver innovative and dynamic solutions backed by deep industry expertise. For more information, visit: www.milestonegroup.com
SimCorp
SimCorp provides integrated, multi-asset investment management solutions to the world’s leading investment managers. Deployed on premise or in the cloud, SimCorp’s core solution, SimCorp Dimension®, alongside SimCorp Coric® and SimCorp Gain™ support the entire investment life cycle, including data management and client communication, and is based on a market-leading IBOR.
Bloomberg
Bloomberg, the global business and financial information and news leader, gives influential decision makers a critical edge by connecting them to a dynamic network of information, people and ideas. The company’s strength – delivering data, news and analytics through innovative technology, quickly and accurately – is at the core of the Bloomberg Terminal. Bloomberg’s enterprise solutions build on the company’s core strength: leveraging technology to allow customers to access, integrate, distribute and manage data and information across organizations more efficiently and effectively. For more information, visit Bloomberg.com/company or request a demo.
Clearwater Analytics
Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of their investment portfolio data with a world-class product and client-centric servicing. Clearwater also offers a full complement of middle- and back-office solutions like trade confirm/affirm, client billing, composite management, client statements, and more. Since its founding in 2004, Clearwater has provided a cloud-native solution that helps investors make the most of their data. Every day, investment professionals in more than 25 countries trust Clearwater to deliver timely, validated investment data and in-depth reporting.
Finbourne
FINBOURNE Technology builds solutions that power investment processes for everyone from single-fund managers to global investment institutions. Our flagship product LUSID is a book of record that controls, serves and recreates your accounting and investment data on demand at any point in time.
Gresham Technologies Plc
Gresham Technologies Plc (Gresham) is a leading software and services company that specialises in providing solutions for data integrity and control, banking integration, payments and cash management. Included in Gresham’s portfolio are Electra’s post-trade operations workflow solutions and data services for reconciliation, trade matching, settlement and fee billing for global institutional buy-side firms. www.greshamtech.com
Arcesium
Arcesium is a global financial technology and professional services firm, delivering post-investment and enterprise data management solutions to some of the world’s most sophisticated financial institutions, including hedge funds, banks, institutional asset managers, and private equity firms. Expertly designed to achieve a single source of truth throughout a client’s ecosystem, Arcesium’s cloud-native technology is built to systematize the most complex workflows and help clients achieve scale. Building on a platform developed and tested by investment and technology development firm, the D. E. Shaw group, Arcesium was launched as a joint venture with Blackstone Alternative Asset Management. J.P. Morgan, another large client, later joined as our third partner. Today, Arcesium services over $470 billion in global client AUM with a staff of over 1,400 software engineering, accounting, operations, and treasury professionals.
Watson Wheatley
Watson Wheatley is a privately held FinTech company that specialises in securities reconciliation software for the buy-side. With extensive experience in the financial markets and a reputation for excellent customer service, Watson Wheatley is regarded as the premier provider of reconciliation and data aggregation solutions for alternative asset managers. Founded in 2007, Watson Wheatley was created to solve reconciliation complexities in buy-side firms and bring much needed reconciliation expertise to the FinTech space. Its iRecs solution was originally built for one of the largest hedge funds in Europe and offers a best practice approach for reconciling even the most complex instruments. iRecs is now used by hedge funds, asset managers, commodities traders, P2P lenders and private equity firms worldwide with a total of $260bn AUM.
BlackRock
At BlackRock, we partner with our cash clients to help find the right investment solutions to meet their unique liquidity needs. In Europe and the US, we offer a broad range of liquidity funds across currencies as well as customised accounts for large investors. We also offer ultra-short bond funds for those investors who are looking to move modestly out the yield curve. Over multiple interest rate cycles and varying market conditions, BlackRock has managed cash portfolios for corporations, banks, foundations, insurance companies and public funds. As a leader in this asset class, BlackRock has US$619.4 billion* in global liquidity assets across multiple currencies. With one of the most experienced teams in the industry, BlackRock is able to offer clients an investment approach that has been tested through time and a variety of solutions designed to meet the needs of today’s cash investor. * Data, as of 30 June 2020, is subject to change
