Top 11 global asset managers helping them grow revenues, minimize risk, enhance productivity, make better decisions and enhance returns. Provider of strategic benchmarking, analytics and insights to 95 of top 100 asset managers.

 

Solution Components

Research

  • Equity
  • Fixed income & Credit
  • Public Finance
  • Macro & Multi-Asset
  • Private Equity
  • Private Debt
  • Real Estate
  • Infrastructure

Middle Office Operations

  • Performance Calculation and attribution
  • Independent Price Verification & illiquid Valuations
  • Compliance Management
  • Fund Accounting
  • Trade Operations
  • Reporting - Investor, Regulatory, Management
  • Reconciliation
  • Corporate Actions
  • Investor Relations

Corporate Finance

  • Independent Valuations Marks
  • Financial Reporting
  • Financial Risk management & reporting
  • Expense Management
  • Vendor management & monitoring
  • Tax Planning & Compliance

Marketing & Distribution

  • RFP/RFI/DDQ
  • Marketing Material Production
  • Digital Marketing & Web Analytics
  • Fund Commentaries & Reports
  • Consultant Relations & Database Updates
  • Thought Leadership

Risk & Analytics

  • Investment Risk
  • Portfolio Analytics
  • Scenario Analysis and Stress Testing
  • Financial Risk management & reporting
  • Back Testing & Documentation

Data Solutions

  • Data Management & Governance
  • Data Architecture & Integration
  • Data Analytics & Reporting
  • Gen AI Enabled Services

ESG Integration

  • ESG Assessment Frameworks & Scorecards
  • ESG Due Diligence
  • GSS Bond assessment
  • Thematic Research
  • Proxy Advisory
  • ESG Engagement Support
  • ESG Data Management