Sponsors & Media Partners
OsneyMedia selects only the most cutting-edge technology providers. Our careful vendor selection process ensures that Performance Measurement, Investment Risk & Attribution North America consistently brings together the best solutions and the most senior buy-side practitioners. Our partners work with us year after year and last year’s exhibition sold out.
We offer a series of different sponsorship packages – ranging from Gold Sponsorship with maximum exposure, to our exhibition package which provides an excellent platform for interacting with the delegates.
At morning coffee, lunch, and afternoon refreshments, delegates from each of the 5 collocated events gather in the central exhibition area, where sponsor stands are situated.
Milestone Group is committed to creating innovative technology solutions that deliver benefits to market participants across the investment value chain, delivering competitive positioning and operational efficiency. Our pControl funds processing platform is a unique application environment that addresses a wide range of global funds industry requirements.
pControl Fund Oversight provides independent investment control and operational oversight capabilities for organizations who have outsourced their core fund accounting functions.
pControl Fund Processing provides efficiency, risk control and new product capabilities for organizations who undertake in-house funds processing activities such as NAV or unit price production, cash allocation, rebalancing or income distribution processing,
pControl Fund Distribution provides operational efficiency for organizations who place orders for mutual funds or alternative investments, process income distributions, calculate fee rebates or undertake fund reconciliations.
More information: www.impconsults.com
Equipos is a leading international supplier of client reporting and communications solutions. The award-winning Equipos Coric Client Communications Suite delivers robust institutional and private client reporting solutions with impressive performance, technical agility, airtight security and unparalleled scalability. Our client base includes large global banking corporations, third party administrators and private banks.
Coric automates the reporting process and facilitates the creation of visually appealing client communications which can be designed and built by client services users without technical assistance. We empower our clients to work more effectively, securely, intelligently and profitably, enabling them to deliver world-class client service.
More information: Tel +44 (0)207 933 8720 or visit www.equiposgroup.com
Headquartered in Windsor, CT and with offices throughout North America, Europe, Asia, and Australia, SS&C provides the global financial services industry with a broad range of highly specialized software, software enabled-services and software as a service (SaaS) solutions for operational excellence. We deliver mission-critical processing for information management, analysis, trading, accounting, reporting and compliance. Our clients manage, in aggregate, over $26 trillion in assets and choose SS&C as their preferred vendor for our expertise.
More information: www.ssctech.com
MoneyMate is a specialist provider of fund data management services to the global asset management community. MoneyMate has developed solutions to help the buy-side improve distribution and sales channels capabilities while enhancing customer service and support. Our systematic solution for managing and distributing the full spectrum of product information for funds delivers significant value to our clients. It enables them to create a “Product Master” for complete management, oversight and control of their own product information, ensuring it is accurate, timely and always accessible.
More information: www.moneymate.com
Eagle Investment Systems provides high-quality and innovative data management, investment accounting and performance measurement solutions to support today’s global financial services industry. Eagle understands the complexity of our clients’ business and has the leading-edge technology and industry expertise to deploy comprehensive and customized solutions designed to meet the needs of today and the demands of tomorrow. Backed by the innovation, passion, commitment and experience of our employees, Eagle Investment Systems’ integrated technology, products and services allow our clients to grow their assets efficiently and effectively. Eagle software can be installed onsite or on a hosted basis via Eagle ACCESS(SM), our secure private cloud, delivering faster ROI. Eagle Investment Systems LLC is a subsidiary of BNY Mellon.
More information: www.eagleinvsys.com
BNY Mellon Asset Servicing is focused on your success. Whether you operate locally or globally, our solutions are designed according to your unique needs to help enhance the management, administration and oversight of your entire investment process. As one of the world’s largest providers of performance and risk analytics tools, we have a long history of providing innovative and integrated solutions to our clients. The breadth and depth of our data, in combination with the clarity of our reporting, helps you compare, evaluate and understand your investment decisions. By providing performance measurement, analytic and risk services on our clients’ investment strategies, we help them manage their investment process and their risk exposure.
More information: www.bnymellon.com
SimCorp is a leading provider of investment management software solutions and services for the global financial industry. Our world-class software solution, SimCorp Dimension, supports and empowers global investment management organisations to mitigate risk, reduce cost and enable growth all along the value chain, now and in the future. Our services are designed to support our clients in achieving the maximum return on their SimCorp Dimension investment and in improving their competitive advantage. With more than 170 of the world’s foremost financial institutions relying on our software and services, SimCorp has established itself as a proven value-creator for its clients, shareholders and employees alike.
More information: www.simcorp.com
LCH.Clearnet Group is the leading independent clearing house group, and the world’s largest clearer of OTC derivatives, with 12 years of experience. It clears approximately 52% of the $364 trillion global interest rate swap market. Established more 12 years ago, SwapClear is the only truly global clearing service for IRS. SwapClear currently has 59 clearing members and 12 FCMs, and its portfolio contains over 1,000,000 trades with a notional value in excess of $300 trillion.
In addition, LCH.Clearnet clears a broad range of asset classes including: CDS, securities, exchange traded derivatives, energy, freight and serves major international exchanges and platforms.
LCH.Clearnet has a long history of building successful relationships with market participants and exchanges and works closely with new and established players to identify and develop clearing services for new asset classes.
LCH.Clearnet is regulated or overseen by the national securities regulator and/or central bank in each jurisdiction from which it operates.
More info: LCH.Clearnet
DST Global Solutions is a leading provider of software and services to many of the world’s best known financial, utilities, telecoms and communications organisations. We are a wholly owned subsidiary ofDSTSystems, Inc. and serve more than 400 client organisations from 16 offices internationally to support our growing client base.
Through our Investment Management Solutions (IMS) business, we offer Asset Servicing, Data Management & Analytics, and Distribution solutions to the world’s premier investment management institutions. Our award-winning and market-leading asset servicing solution, HiPortfolio®, is at the heart of over 160 investment management firms globally and reliably provides the vital investment accounting and asset servicing functions they need to remain competitive, efficient and in control of their business. Our new and revolutionary middle office analytics suite, Anova, is a global operating platform, enabling investment firms to access a company-wide analytical suite seamlessly and uninterrupted from any location in the world.
More information: www.dstglobalsolutions.com
Ashland Partners provides accounting services to the investment management industry. As the leading provider of GIPS verification, Ashland leverages its knowledge of the industry to provide efficient, cost-effective solutions, including SSAE No. 16, strategy and model examinations, custody audits and financial/hedge fund audits. 100% of our professional resources are dedicated to serving the needs of investment managers.
Ashland Partners was founded in 1992 by Mel Ashland with the sole vision of providing compliance consultation and verification services to the investment management community. During this time, in what was then a small but growing market, many industry professionals doubted whether verification could exist as a viable business model. Twenty years later, Mel Ashland’s vision has remained and our firm enjoys an ever-growing presence in the investment management industry.
More info: www.ashlandpartners.com
Kurtosys is a global provider of digital marketing and client reporting tools that help asset managers attract and retain investor assets. Since 2002, our team of industry experts have been using digital media to transform the way that financial information is presented, shared and consumed.
Kurtosys offers a broad range of fund marketing and investor servicing solutions – from Fund Factsheets and Fund Tools to Client Reporting and Secure Portals. We help brands connect with their clients using the power of online and mobile communications. Our robust infrastructure and outsourcing services help eliminate unnecessary workflows and reduce costs; and our design services are dedicated to making financial data beautiful.
Headquartered in London, Kurtosys has offices in New York, Cape Town, Gurgaon (India) and Manila. Our presence spans five continents and our clients include some of the world’s largest asset managers.
Redi2 Technologies is a market leading, SAS 70-audited Revenue Management solution provider that collaborates on an ongoing basis with its client-partners to automate and continuously improve their fee calculation, billing and collection, and business planning processes. Redi2′s award-winning Redi2 Revenue Manager solution and industry-first Software as a Service (SaaS) deployment allow its customer-partners to reduce operational risk, increase operating efficiencies, and increase their business planning capabilities while simultaneously improving cash flow, enhancing client service, and continuously adapting to business model and operating changes. Easily integrated with other finance, accounting, and reporting solutions, Redi2′s comprehensive Revenue Management solutions transform fee calculation and billing from an ‘Operations Opportunity’ to a business driver.
For more information and Redi2, please contact Andrew B. Rose, Vice President, Redi2 Technologies, 211 Congress St, Suite 200, Boston, MA 02110, 617-939-9487, email@example.com
More info: www.redi2.com
Princeton Financial® Systems, a State Street Company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting solutions to the global investment industry. Our solutions are used worldwide by over 430 investment managers, custodians, insurance companies, pension funds, hedge funds, and banks in more than 40 countries.
Princeton Financial® Systems’ PAM® family of systems are leading international investment accounting solutions that support the accounting needs of +370 clients around the globe. Seven of the world’s biggest global custodians as well as numerous asset and investment managers of any size monitor investment compliance with Princeton Financial Systems’ MIG21® powered by its LawCards® suite of rule libraries for global compliance. DVS Fund Warehouse and DVS Publisher Suite solutions are leading data management and reporting solutions tailored to the needs of the investment management industry.
More info: www.pfs.com
Vermilion Software is a specialist provider in Client Communications, serving the global Asset Management industry with its market leading and award winning product, Vermilion Reporting Suite (VRS).
VRS is a comprehensive reporting solution with integrated Workflow, Process control, Report Generation, Commentary, Data Warehouse, Data Gateway and Web Portal services.
VRS empowers client service professionals to create multilingual, graphical and marketing-quality standardised templates that deliver personalised client reports, promoting efficiencies throughout organisations.
Through extensive knowledge of both Client Reporting and the Asset Management industry, Vermilion Software sets the standard for implementation, product training and support, and delivers excellence in Client Communication. Vermilion Software has offices in London, New York and Boston.
London: +44 (0)20 7234 3080
New York: +1-212-710-1324
Vermilion Software – First for Client Reporting.
More info: www.VermilionSoftware.com
More info: www.ipreo.com
Markit is a leading, global financial information services company with over 1,400 employees. The company provides independent data, valuations and trade processing across all asset classes in order to enhance transparency, reduce risk and improve operational efficiency. Its client base includes the most significant institutional participants in the financial market place.
Markit Document Exchange (MDE) is the industry utility bringing institutional counterparties together onto one interface, allowing all key documentation and data to be exchanged securely and efficiently.
More info: www.markit.com
The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products and services.
Privatebanking.com ís FINANCE LOUNGE business network is a vibrant and fast growing online community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike.
We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe: Please register at: Private Banking
Albourne Village, a virtual hedge fund community with over 80,000 active residents, is a free and independent website for anyone interested in alternative investments. It incorporates a virtual pub and library to exchange news, views and IP, a job centre, conference centre and School. The Village is also home to a vast number of established industry contacts.
Visit Albourne Village
BarclayHedge offers one of the fastest growing, most accurate and up-to-date hedge fund databases, fund of funds databases, and CTA databases available. Founded in 1985, Barclay provides services as a publisher, industry consultant, and is a leading source of research in the field of alternative investments. Barclay’s 18 hedge fund indices and 10 managed futures indices are utilized worldwide as performance benchmarks for hedge funds and managed futures.
Bobsguide is the premier financial IT solutions network, connecting global financial IT buyers with suppliers. As part of the Association for Financial Professionals’ global network, bobsguide has over 45,000 members, 2,000+ vendors and features the latest financial technology news, RSS feeds, jobs and event announcements.
ETF Express is the ETF’s industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles. ETF Express produces a free daily newsletter covering essential news and features within the exchange traded funds industry and a series of special reports.
Click here to access www.etfexpress.com
Click here to access www.hedgeweek.com
Wealthadviser offers investment fund news and information, research and fund data for wealth advisers and private banks working in the advisory industry around the world. Wealthadviser offers a daily newsletter service and a full web site with fund data designed to help wealth advisers.
Click here to access wealthadviser.co
Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series.
Click here to access www.propertyfundsworld.com
Private Equity Wire is the private equity industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles. Private Equity Wire produces a free daily newsletter covering essential news and features within the private equity industry and a series of special reports.
Click here to access www.privateequitywire.co.uk
Institutionalassetmanager is a news and information and fund data service for institutional investors and institutional asset managers focusing on the traditional asset management sector worldwide. Institutionalassetmanager offers a daily newsletter service and a full web site.
Click here to access www.institutionalassetmanager.co.uk
Best Execution reviews the issues that impact the achievement of best execution in the global securities markets throughout the trading lifecycle (from pre-trade to trade execution to post-trade). Increasingly driven by regulation we report on the seismic shifts that are occurring in capital markets, with a key focus on the cutting-edge technology solutions and services that are needed to meet these changes.
More info: www.bestexecution.net
Become a partner
OsneyMedia works with leading publications and trade associations on reciprocal marketing arrangements. If you are interested in promoting your magazine or association to the leading players in asset management, please contact us on on 001 877 661 1090 or email firstname.lastname@example.org