Partnerships

Together, we generate exceptional results for our customers.

Thanks to our open architecture approach, our clients benefit from inputs that align to their precise objectives. We partner with a wide variety of industry-leading organizations to accelerate innovation and excellence across our indexing, portfolio analytics and sustainable solutions.

Distribution Partners – Analytics

CEPRES

CEPRES is the first platform built for the age of digital transformation in private markets. Our investment data platform provides real-time and predictive analytics to unlock better investment outcomes and drive better faster decisions. CEPRES clients leverage proprietary deal data and complete cash flows from the largest private market ecosystem, containing $33T in assets, 105K PE-backed companies, 10,500 funds, and more than 4,000 GPs and LPs. Accelerate your private equity digital transformation journey at CEPRES.com.

Charles River, A State Street Company

Investment firms, asset owners, wealth managers, hedge funds and insurers in more than 30 countries rely on Charles River’s front and middle office investment management platform to manage more than US$30 Trillion in assets. Together with State Street’s middle and back office capabilities, Charles River’s cloud-deployed software technology forms the foundation of State Street Alpha℠. The Charles River Investment Management Solution (Charles River IMS) is designed to automate and simplify the institutional 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 growing partner ecosystem enables clients to seamlessly access external data and analytics, applications and liquidity venues that support the unique demands of their product and asset class mix. Headquartered in Burlington, Massachusetts, we serve clients globally with more than 1,000 employees in 11 regional offices. For more information, please visit www.crd.com.

CS HOLT

HOLT® is Credit Suisse’s leading equity analysis and valuation tool that provides investors with unique insights into a company’s performance, valuation, future expectations, and risk considerations using a database of over 20,000 companies across 70 countries.

Enfusion

Enfusion’s investment management software-as-a-service platform removes traditional information boundaries, uniting front-, middle- and back-office teams on one cloud-native system. Through its software, analytics, and middle/back-office managed services, Enfusion creates enterprise-wide cultures of real-time, data-driven intelligence, boosting agility, and powering growth. Enfusion partners with over 800 investment managers from 10 global offices spanning four continents.

FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 160,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We’re proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly scored 100 by the Human Rights Campaign® Corporate Equality Index for our LGBTQ+ inclusive policies and practices. Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow us on Twitter: www.twitter.com/factset.

FlexTrade Systems

FlexTrade Systems is a global leader in high performance multi-asset execution management and order management systems for equities, fixed income, foreign exchange, futures, and options. A pioneer in the field, FlexTrade is internationally recognized for introducing FlexTRADER^®, the world’s first broker-neutral, execution management trading system, which allows clients to completely control and customize their execution workflows through a comprehensive ability to search/access liquidity while maintaining the confidentiality of their trading strategies.

Jacobi

Founded in 2014, Jacobi’s technology helps investment firms transform their multi-asset portfolio design, analytics and client engagement. Jacobi provides its services to top-tier investors across the globe with a client base representing assets under management of over US$7 trillion. Its award-winning technology is white-labeled and highly flexible enabling firms to build their own models, data, tools and applications on the platform. jacobistrategies.com

Limina

Limina was founded by investment management professionals who saw an opportunity to help investment firms not just cope with change, but to embrace it. We believe a modern open platform designed for holistic workflows with sufficient flexibility – as opposed to closed, rigid and fragmented solutions – is the key to help investment managers get back into the driving seat from a technology and operating model perspective. Headquartered in Stockholm and founded in Sweden (well, sort of our Swedish heritage is one that influences our culture deeply, with core values such as openness, collaboration, and humility being at the heart of everything we do. Having been on the client-side ourselves, we know how valuable it is to have a trusted partner who understands you, and that is what we aspire to be for each of our clients.

NYSE Group

NYSE Group is a subsidiary of Intercontinental Exchange (NYSE: ICE), a leading global provider of data, technology and market infrastructure. NYSE Group’s equity exchanges — the New York Stock Exchange, NYSE American, NYSE Arca, NYSE Chicago and NYSE National — trade more U.S. equity volume than any other exchange group. The NYSE is the premier global venue for capital raising. NYSE Arca Options and NYSE Amex Options are leading equity options exchanges. To learn more, visit nyse.com.

Omega Point

Omega Point offers an intuitive, turnkey platform that quant-enables investment teams to adapt to today’s data-rich, factor-driven markets with seamless control and precision. Leading asset managers, hedge funds, banks, and other financial institutions rely on Omega Point’s portfolio intelligence tools and services, and single-point access to the industry’s first open, integrated ecosystem of information services providers, technology partners, and brokers.

PERENITY Software

Founded in 2003, PERENITY Software has acquired deep expertise in its field of expertise capital markets, guaranteeing the maintenance and support of the offered services. Since its creation, the company has undergone several changes over the years, capitalizing on its financial market expertise and its international expansion endeavors. Modular, open and scalable, the suite MANAR ™ adapts perfectly to customer needs. It offers a fully integrated solution covering all the following business processes: Front office – Middle office – Back office – Risk management – simulation and decision making assistance – Performance analysis – Regulatory compliance – Accounting -… These modules operate in stand-alone mode or in real-time integrated mode.

Refinitiv

Refinitiv, an LSEG (London Stock Exchange Group) business, is one of the world’s largest providers of financial markets data and infrastructure. With over 40,000 customers and 400,000 end-users across 190 countries, Refinitiv is powering participants across the global financial marketplace. We provide information, insights, and technology that enable customers to execute critical investing, trading and risk decisions with confidence. By combining a unique open platform with best-in-class data and expertise, we connect people with choice and opportunity – driving performance, innovation and growth for our customers and partners. For more information visit: www.refinitiv.com.

SimCorp

SimCorp provides integrated, best-in-class, multi-asset investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, central banks, sovereign wealth funds, and treasury. Deployed on premise or in the cloud, SimCorp’s core solution, SimCorp Dimension®, alongside SimCorp Coric®, SimCorp Gain™, and SimCorp Sofia™ form a powerful and complete solution. Together with a range of managed services, they support the entire investment life cycle, based on a market-leading IBOR. SimCorp invests around 20% of its annual revenue in R&D, helping clients develop their business and stay ahead of ever-changing industry demands. Listed on Nasdaq Copenhagen, SimCorp is a global company, with regional offices across EMEA, North America, and Asia Pacific. For more information, please visit www.simcorp.com.

SS&C Algorithmics

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 18,000 financial services and healthcare organizations, from the world’s largest institutions to local firms, manage and account for their investments using SS&C’s products and services.

Vidrio Financial 

Vidrio Financial (www.vidrio.com) is the first Technology Enabled Service for allocators — providing managed data services and portfolio management software to institutional investors globally. Vidrio’s multi-asset class data services, analytics, and workflow applications empower allocators to take control of their complex investments and external manager relationships while reducing costs, optimizing resources, and mitigating operational risk. Vidrio’s success is based on our capacity to efficiently collect and extract layers of external fund manager data across multiple asset classes, enrich that data with dynamic investment analytics and then deliver the information seamlessly across your critical investment management and stakeholder reporting processes. Private market clients can construct model portfolios from scratch or use existing portfolios – all while simulating performance, risk, and exposure.

Distribution Partners – Index

Amundi

Amundi, the leading European asset manager, ranking among the top 10 global players, offers its 100 million clients – retail investors, institutional investors and companies – a complete range of savings and investment solutions in active and passive management, in traditional or real assets. With its six international investment hubs, financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of 4,800 employees in nearly 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages over €1.8 trillion in assets.

Blackrock Aladdin

Aladdin is BlackRock’s end-to-end investment management and operations platform used by institutional investors including asset managers, pension funds, insurers, and corporate treasurers. It combines sophisticated risk analytics with comprehensive portfolio management, trading, operations, and accounting tools on a single, unified platform. Also customized for wealth managers, Aladdin provides a common language across the investment lifecycle and enables a culture of risk transparency among users.

Charles River, A State Street Company

Confluence

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia. For more information, visit www.confluence.com.

Crux Informatics

Crux offers a data integration and operations solution that helps companies scale their most critical external data needs. Our cloud-based technology stack accelerates the flow of data between data consumers and suppliers, ensuring you get the data you need, how you need it and where you need it. We deliver over 14K datasets from hundreds of external sources into your preferred destination at a low cost, with custom validations and transformations, and at a consistently high-level of service and security. Crux was founded in 2017 by financial technology veterans and is backed by Citi, Goldman Sachs, Morgan Stanley, and Two Sigma, among others.

FactSet

FIS Financial Systems

FIS is a leading provider of technology solutions for merchants, banks and capital markets firms globally. Our employees are dedicated to advancing the way the world pays, banks and invests by applying our scale, deep expertise and data-driven insights. We help our clients use technology in innovative ways to solve business-critical challenges and deliver superior experiences for their customers. Headquartered in Jacksonville, Florida, FIS ranks #241 on the 2021 Fortune 500 and is a member of Standard & Poor’s 500® Index. To learn more, visit www.fisglobal.com. Follow FIS on Facebook, LinkedIn and Twitter (@FISGlobal).

InFront

Financial professionals across Europe and South Africa rely on Infront for flexible financial market solutions. Driven by curiosity, Infront innovate solutions to help them find the information they’re looking for and make more informed decisions – faster, easier, smarter. Infront offers a powerful combination of global market data, news, analytics and trading together with integrated solutions for data feeds, portfolio management and advisory, and regulatory compliance and calculations. Infront’s solutions serve 3,600 customers with over 90,000 professional users. With support for their complete workflows, they can manage investment decisions, reduce costs, adapt to fast-changing market requirements and work more efficiently with ever-increasing amounts of information. As European leaders, Infront knows local financial markets and has financial data experts near to their users. More than 500 employees in 13 countries across Europe and South Africa apply their expertise to meet the challenges of Infront’s clients, ensuring they continuously receive the best solutions and services.

Macrobond

Macrobond is a leading provider of global economic, aggregate financial and sector time-series data for professionals including economists, analysts, quants, strategists, portfolio managers and asset allocators. Founded in Malmo, Sweden in 2008, its flexible SaaS solution delivers timely macroeconomic data from more than 2,500 sources, supported by the most comprehensive metadata in the industry. Macrobond’s integrated analytical tools enable customers worldwide to quickly find, analyse and visualise relevant data. Automated workflows empower users to instantly share their insights, enhancing enterprise-wide collaboration and improving productivity.

IHS Markit

IHS Markit (NYSE: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 business and government customers, including 80 percent of the Fortune Global 500 and the world’s leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.

Morningstar Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $260 billion in assets under advisement and management as of September 30, 2021. The Company has operations in 29 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.

Refinitiv

RIMES

RIMES is an award-winning data management and regulatory technology specialist that truly understands the challenges faced by its customers. It serves over 350 asset managers, owners, servicers and banks in 45 countries including 60 of the 100 largest global asset managers by AUM and 9 of the top 10 asset servicers in the world. www.rimes.com

S&P Capital IQ

The S&P Capital IQ Pro platform digs deeper to deliver solutions that are sectorspecific, data-rich, and hyper-targeted for your evolving business needs. We’re always thinking about the sectors that fuel the markets, exploring new industries and adding more resources, so you get a perspective you can trust.

SD-M

SD-M^® is an ESG data data provider. Since 2010, SD-M has been developing global standards for material ESG KPIs, so-called “Sustainable Development Key Performance Indicators” (SD-KPIs). The copyrighted SD-KPI Standard 2016-2021 was published on behalf of the German Environment Ministry and supported by the Sustainability Accounting Standards Board (SASB). The SD-KPInform^® database for more than 12,500 companies and the SD-KPIndex^® family for equity and corporate bonds are licensed by asset owners, asset managers, banks and data providers. This makes SD-M a global pioneer for standardised ESG integration.

SIX Financial Information

SIX operates and develops infrastructure services for the Swiss and Spanish Stock Exchanges, for Securities Services, Banking Services and Financial Information with the aim of raising efficiency, quality and innovative capacity across the entire value chain of the Swiss and Spanish financial centers. The company is owned by its users (121 banks). With a workforce of some 3,500 employees and a presence in 20 countries, it generated operating income of CHF 1.38 billion and Group net profit of CHF 439.6 million in 2020. www.six-group.com

ULTUMUS

ULTUMUS are the leading ETF and Index data specialists with offices in London, Singapore and San Francisco. The firm is technology driven implementing the latest cloud-based technology in support of Index and ETF trading, asset management and asset servicing.

Wilshire

Wilshire is a global provider of market-leading indexes, advanced analytics, and multi-asset investment solutions. A trusted partner to a diverse range of more than 500institutional investors and financial intermediaries, our clients rely on us to improve investment outcomes for a better future. Wilshire is headquartered in the United States with offices worldwide and advises on over $1.3 trillion in assets, $87billion of which are assets under management. More information on Wilshire can be found at www.wilshire.com.

NGO / Research Partnerships

M.I.T. Sloan Sustainability Initiative‘s Aggregate Confusion Project

Capital markets and regulators are moving fast to integrate Environmental, Social, and Governance (ESG) factors into the investment decision-making process, but struggle with the quality and consistency of ESG data. The MIT Sloan Sustainability Initiative’s Aggregate Confusion Project (ACP) welcomes four new investment firms that will help tackle the ESG measurement challenge, and develop methodologies for more rigorous and reliable ESG integration.

Net Zero Financial Service Providers Alliance

The Net Zero Financial Service Providers Alliance (NZFSPA) is a global group of service providers committed to supporting the goal of global net zero greenhouse gas emissions by 2050 or sooner, in line with the ambition to limit the global temperature increase to 1.5°C above pre-industrial levels. We recognise the significant risks associated with climate change and delaying the transition to a net zero economy. This includes financial risks, such as the risk of stranded assets and loss of earnings for organizations with operations not aligned with this transition. By signing the Net Zero Financial Service Providers Commitment (the Commitment) we commit to aligning with a net-zero economy and support our clients’ transition to net zero.

Swiss Sustainable Finance (SSF)

Swiss Sustainable Finance (SSF) strengthens the position of Switzerland in the global marketplace for sustainable finance by informing, educating and catalysing growth. The association, founded in 2014, has representative offices in Zurich, Geneva and Lugano. Currently SSF unites over190 members and network partners from financial service providers, investors, universities and business schools, public-sector entities and other interested organisations. An overview of Swiss Sustainable Finance’s current members and network partners can be found at https://www.sustainablefinance.ch/.

UN PRI

The PRI is the world’s leading proponent of responsible investment. It works: to understand the investment implications of environmental, social and governance (ESG) factors; to support its international network of investor signatories in incorporating these; and factors into their investment and ownership decisions. The PRI acts in the long-term interests: of its signatories; of the financial markets and economies in which they operate; and and ultimately of the environment and society as a whole. The PRI is truly independent. It encourages investors to use responsible investment to enhance returns and better manage risks, but does not operate for its own profit; it engages with global policymakers but is not associated with any government; it is supported by, but not part of, the United Nations.

Regulatory Partners

Toppan Merrill

Toppan Merrill, a leader in financial printing and communication solutions, is part of the Toppan Printing Co., Ltd., the world’s leading printing group, headquartered in Tokyo with approximately US$14 billion in annual sales. Toppan Merrill has been a pioneer and trusted partner to the financial, legal and corporate communities for five decades, providing secure, innovative solutions to complex content and communications requirements. Through proactive partnerships, unparalleled expertise, continuous innovation and unmatched service, Toppan Merrill delivers a hassle-free experience for mission-critical content for capital markets transactions, financial reporting and regulatory disclosure filings, and marketing and communications solutions for regulated and non-regulated industries. With global expertise in major capital markets, Toppan Merrill delivers unmatched service around the world. Learn more at www.toppanmerrill.com.

Sustainability Data Partners

Clarity AI

Clarity AI is a global fintech company that empowers investors to manage the impact of their portfolios through a proprietary technology platform that leverages big data and machine learning to assess sustainability for all societal stakeholders. Founded in 2017 by Rebeca Minguela, Clarity AI has offices in the US, UK and Spain and a client network with over $3T assets under management (AUM). The company has a team of over 100 technology, sustainability and research experts with collective experience from leading organizations, businesses and research institutions including NASA, the World Bank, Google, Netflix, McKinsey & Company, Morgan Stanley, J.P. Morgan, Harvard, M.I.T and more. Rebeca Minguela is the Founder and CEO of Clarity AI. Previously, she led the Global Digital Transformation Program at Santander Bank after founding and leading Blink Booking, a last-minute hotel booking app acquired by Groupon in 2013, a company she moved to as Senior Director of Product and Technology thereafter. Rebeca has also worked at Bain Capital Private Equity, Boston Consulting Group, German Aerospace Agency, Siemens and IBM. She holds an MBA degree with distinction from Harvard Business School and has won several awards, including Top 25 Women Leaders in Financial Technology in 2019 and 2020, Young Global Leader by the World Economic Forum in 2017 and European Young Leader in 2018. For more information, visit https://clarity.ai/.

International Institute of Green Finance (IIGF)

The International Institute of Green Finance (IIGF) of the Central University of Finance and Economics (CUFE) supports the development of ESG reporting in China and internationally. IIGF developed a “1+1” IIGF ESG Rating System that applies Chinese characteristics to international ESG reporting standards. IIGF has developed the ESG Database which currently covers more than 8,000 Chinese companies, including all A-share listed companies and bond issuers. Besides, IIGF released the 13 ESG indices, including Beautiful China ESG100 Index, CSI 300 Green Leading Stock Index, CSI CUFE SH-SZ 100 ESG leading index, CUFE-CNI, etc. Moreover, IIGF has released more than 300 ESG rating reports.

ISS

Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS, which is majority owned by Deutsche Bourse Group, along with Genstar Capital and ISS management, is a leading provider of corporate governance and responsible investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations, globally. ISS’ 2,200 employees operate worldwide across 29 global locations in 15 countries. It’s approximately 3,100 clients include many of the world’s leading institutional investors who rely on ISS’ objective and impartial offerings, as well as public companies focused on ESG and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS’ expertise to help them make informed investment decisions.

Ortec Finance

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, The Netherlands, we also have offices in Amsterdam, London, Toronto, Zurich, New York, and Melbourne. www.ortec-finance.com

RepRisk

Founded in 1998 and headquartered in Switzerland, RepRisk is a pioneer in ESG data science that leverages the combination of AI and machine learning with human intelligence to systematically analyze public information and identify material ESG risks. RepRisk’s flagship product, the RepRisk ESG Risk Platform, is the world’s largest and most comprehensive due diligence database on ESG and business conduct risks, with expertise in 23 languages and coverage of 190,000+ public and private companies and 50,000+ infrastructure projects. For more than a decade, the world’s leading financial institutions and corporations have trusted RepRisk for due diligence and risk management across their operations, business relationships, and investments. www.reprisk.com

SDI AOP

The SDI Asset Owner Platform provides a common language and data source for investments into the UN Sustainable Development Goals (SDGs). The mission of the SDI AOP is to accelerate financing to deliver SDGs which need to be realised by 2030. The SDI data is being used by investors to integrate SDGs into their management and reporting to track how they are performing with regards to these SDGs. Powered by AI-technology, data science company Entis generates SDI classifications for 8,000 companies to date.

Sustainalytics

Sustainalytics, a Morningstar Company, is a leading ESG research, ratings and data firm that supports investors around the world with the development and implementation of responsible investment strategies. For nearly 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. Sustainalytics also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices, and capital projects. With 17 offices globally, Sustainalytics has more than 1,200 staff members, including more than 500 analysts with varied multidisciplinary expertise across more than 40 industry groups. For more information, visit www.sustainalytics.com.

World Benchmarking Alliance

The World Benchmarking Alliance (WBA) was launched in 2018 because we believed that there needs to be real change in the way that business impact is measured to boost motivation and stimulate action for a sustainable future for everyone. WBA identified seven transformations that need to take place to put society and the worldwide economy on a more sustainable path to achieve the SDGs. To turn these transformations into action, WBA develops in close collaboration with the Alliance a series of benchmarks assessing 2,000 of the world’s most influential companies, ranking and measuring them on their contributions to the SDGs.

Technology Partners

Microsoft Azure

Microsoft (Nasdaq “MSFT” @microsoft) enables digital transformation for the era of an intelligent cloud and an intelligent edge. Its mission is to empower every person and every organization on the planet to achieve more.

OpenFin

Move Fast. Break Nothing. OpenFin is the operating system for enterprise productivity, enabling app distribution, workspace management and workflow automation. Used by 90% of global financial institutions, OpenFin deploys more than 3,500 desktop applications to more than 2,400 buy-side and sell-side firms. OpenFin investors include Bain Capital Ventures, Barclays, CME Ventures, DRW Venture Capital, HSBC, J.P. Morgan, NYCA Partners, Pivot Investment Partners, Standard Chartered and Wells Fargo Strategic Capital among others. The company is based in New York with offices in London and presence in Hong Kong.

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