How The World’s Most Prestigious Fund Management Event Is The Most Cost Effective Way To Build Your Global Asset Management Business
FundForum International attracts over 1200 Asset Management executives annually. Since its launch in 1989, FundForum International has grown in tandem with the fund management industry on its journey from small regional performers to a dynamic global industry. FundForum International has built up a formidable reputation as the world’s leading asset management event for both crossborder and boutique players. FundForum International brings all the top performers, global leaders and industry trailblazers together every year to discuss the most pressing issues concerning. It offers attendees an unsurpassed level of networking with the most wellrespected industry heavyweights from across the globe.
Exhibitions and Conferences are proven to generate more sales prospects per spend than almost any other form of marketing or promotional activity. Even in the new age of technology led communication, social media and the mobile internet, face to face interactions are still key to fostering profitable business relationships.
FundForum Extra is FundForum's brand new TV channel which will broadcast interviews on media walls around the exhibiton area and the main stage. Gain valuable profile at the event and beyond with these interviews which will also be available via the event app and will be featured regularly on our FundForum TV as well as for your own distribution channels.
Private meeting PODs at FundForum are an ideal way for you to maximise your networking opportunities at the event. Use in conjunction with our new FundForum CONNECT meeting format where we can help you plan and arrange meetings for you to promote your company.
In addition to the above opportunities we have a number of exclusive and innovative sponsorship and speaking options to help you raise your profile. For more information please contact:
CACEIS is the asset servicing banking group of Crédit Agricole dedicated to institutional and corporate clients. Through offices across Europe, North America and Asia, CACEIS offers a broad range of services covering depositary and custody, fund administration, middle office outsourcing, derivatives clearing, forex, securities lending, fund distribution support and issuer services. With assets under custody of €2.5 trillion and assets under administration of €1.3 trillion, CACEIS is one of the world market leaders in asset servicing and the largest depositary bank and the premier fund administrator in Europe (figures to 31December 2012).
KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We operate in 155 countries and have more than 155,000 professionals working in member firms around the world.
KPMG's global Investment Management practice comprises over 10,000 professionals aligned on a global basis to help promote cohesion, consistency and an ability to deliver focused professional services to clients. KPMG works with industry leaders in a wide range of areas from top tier global mainstream and alternative managers to hedge fund start ups, trade associations and regulators. Being one of the largest networks of investment management service providers we are able to offer advice to investment management businesses based on in-depth industry knowledge and an intimate understanding of our firms’ clients’ business activities and strategic goals.
For further information please contact:
Aggie Anthimidou, KPMG in the UK +44 (0)20 7694 5345, email@example.com
We are a pure asset management company and only manage assets for third parties, allowing us to focus solely on their needs. We now manage €226.2 billion of third party assets, as at 28 February 2014.
Our clients access our investment from equities, fixed income, property, as well as tailored solutions.
We package our skills in the form of segregated and pooled products across borders. We invest worldwide and follow a predominantly long-only approach, based on fundamentally sound investments – we do not chase market fads.
Our investment teams are based in the markets or regions in which they invest. Clients understand our process and portfolios because they are transparent.
Amundi ranks first in Europe1 and ninth worldwide1 in the asset management industry with AUM of over €770 billion worldwide2.
Located at the heart of the main investment regions in more than 30 countries, Amundi offers a comprehensive range of products covering all asset classes and major currencies.
Amundi has developed savings solutions to meet the needs of more than 100 million retail clients worldwide and designs innovative, high-performing products for institutional clients which are tailored specifically to their requirements and risk profile.
The group contributes to funding the economy by orienting savings towards company development.
1. Source IPE « Top 400 asset managers active in the European marketplace » published in June 2013.
2. Amundi Group figures as of 31 December 2013.
Aviva Investors is a global asset management business dedicated to building and providing focused investment solutions for clients which include pension funds, wholesale and retail banks, insurance companies, private wealth managers, charities and local government organisations.
We are the asset management arm of Aviva plc, the UK’s largest general insurer and one of Europe’s leading providers of life and general insurance.
We employ over 1,000 people in 19 locations and 15 countries and have assets under management of £241 billion* across a range of real estate, fixed income, multi- asset and equity funds.
Above all, we aim to deliver sustainable investment strategies and returns that meet our clients’ objectives.
Our investment strategies include:
* as at 31 December 2013
BlueBay is a specialist manager of fixed income credit and alternative products. Based in London, with offices in the US, Luxembourg, Hong Kong and Japan, we manage over US$57.8 billion (as at 31 December 2013) for institutions and high net-worth-individuals.
BlueBay Asset Management LLP is a wholly-owned subsidiary of Royal Bank of Canada (RBC) and part of the RBC asset management division, RBC Global Asset Management group of companies.
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of March 31, 2014, BNY Mellon had $27.9 trillion in assets under custody and/or administration, and $1.6 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com, or follow us on Twitter @BNYMellon.
+44 20 7570 1784
BRAM – Bradesco Asset Management was launched in Sao Paulo in 2001 following the merger of Bradesco´s asset management businesses bringing together over 40 years of investment expertise in the LatAm market. With US$ 130 billion AUM, BRAM plays a key role in the LatAm market. The team boasts broad reach and agility to deliver sustainable risk adjusted returns over the long term. Most group heads have been working together since 2001 and have fine tuned a robust, fundamental investment process which relies on a detailed and constant screening, modeling as well as monitoring of the investment universe by the investment research team. BRAM offers international investor the opportunity to invest in LatAm through its equity and fixed income SICAV funds, locally listed funds in specific markets and tailored/managed accounts for select partners and institutional clients.
Brown Brothers Harriman (BBH) is a privately-held financial institution serving the most sophisticated institutions and individuals across three business lines: Investor Services, Investment Management, and Private Banking. Our culture of accountability fosters deep and lasting relationships built on commitment, adaptability and trust. We are independent, selective and specialised by design.
BBH’s Investor Services business provides cross-border custody, accounting, administration and related services in close to 100 markets for many of the world’s leading asset managers and financial institutions. With approximately $3.7 trillion in assets under custody BBH, is consistently ranked among the world's top global custodians, asset administrators, foreign exchange, and securities lending providers.2
For more information about our differentiated approach, please visit www.bbh.com.
1 As of December 31, 2013.
2 As measured by results in major industry surveys.
Capital Group is one of the world’s largest and most experienced investment managers with around $1.3 trillion under management. Founded in the US in 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Capital offers 19 long-only Luxembourg domiciled funds, which are based on our traditional, research intensive investment process.
Our investment process is designed to enable our experienced investment professionals to act on their highest convictions, while limiting the risk associated with isolated decision-making. A disciplined, multi-layered governance structure oversees the system’s operation. Managers are rewarded for their results, not the level of assets they manage.
As a private firm with an independent charter, we are focused on doing what’s right for investors over the long term.
Citi Investor Services provides a complete investment services solution for today’s diversified investor, combining specialized expertise, comprehensive capabilities and the power of Citi’s global network to help our clients meet their performance objectives across asset classes, strategies and geographies. Citi provides complete investment services for institutional, alternative and wealth managers, delivering middle office, fund services, custody, and investing and financing solutions that are focused on our clients’ specific challenges and customized to their individual needs. Citi offers integrated cash management, trade, and securities and fund services to multinational corporations, financial institutions and public sector organizations around the world. With a network that spans more than 95 countries, Citi Investor Services holds, on average, $14.2 trillion in assets under custody.
Clearstream is a global leader in post-trade securities services and with more than €12 trillion in assets under custody, one of the world’s largest settlement and custody firms for domestic and international securities.
As a specialised fund custodian, Clearstream delivers state of the art solutions to standardise fund processing and to increase efficiency and safety in the investment funds sector.
Our global investment funds processing platform Vestima provides a single point to investment funds of all types - from mutual funds to exchange-traded funds (ETFs) and hedge funds – offering order routing, DVP settlement, safekeeping and asset servicing for over 8 million trades per year. With more than 125,000 investment funds from 34 jurisdictions, Vestima is the world’s largest cross-border fund processing platform.
The key objective is to absorb market complexity and deliver efficient, secure and flexible solutions for the investment funds industry.
DIFC is the financial and business hub connecting the region’s emerging markets with the developed markets of Europe, Asia and the Americas.
Since its launch in 2004, DIFC has been committed to encouraging economic growth and development in the region through its strong financial and business infrastructure. Currently, DIFC's client base comprises almost 1,039 active registered firms, including 22 of the world’s top 30 banks, six of the top 10 insurers, seven of the top 10 law firms, 11 of the world’s top 20 money managers and seven of the top 10 consultant companies in the world. Around 15, 000 employees operate in an open environment, complemented by international legal and regulatory standards through the DIFC Courts and Dubai Financial Services Authority (DFSA) respectively. DIFC offers its member companies 100 per cent foreign ownership, zero per cent tax rate, with no restriction on capital convertibility or profit repatriation.
Website: www.difc.ae , or follow us on Twitter @DIFC.
Eurizon Capital SGR S.p.A is the asset manager company of Intesa Sanpaolo Group specialized in products for retail and institutional clients. With AUM of around 193 billion euros*is one of the largest Italian asset managers.
Eurizon Capital offers a wide range of tailored products, featuring different management styles and providing investment solutions for various client needs.
It interprets asset management through specific business lines:
- multi-asset, multi-style and multi-product portfolios;
- LTE (Limited Tracking Error) products;
- structured products based on quantitative methods.
Eurizon Capital SGR comprises:
-Eurizon Capital S.A., specialized in managing Luxembourg domiciled mutual funds;
-Epsilon SGR, joint venture between Eurizon Capital SGR (51%), and Banca Imi (49%).
Beside Luxembourg, Eurizon Capital is present abroad:
-in China, with a 49% shareholding in Penghua Fund Management;
-in Eastern Europe , through a network of asset management companies controlled by Eurizon Capital S.A.
* Source: Assogestioni – 4th Quarter of 2013.
Headquartered in San Mateo, California, Franklin Resources is a global organization known as Franklin Templeton Investments.
Our common stock is listed on the NYSE under the ticker symbol BEN, and is included in the S&P 500 Index.
Investment management is our core business and for over 65 years, investors around the world have looked to us as a trusted partner in asset management. Along the way, we have continuously broadened our expertise and become a firm with considerable worldwide presence.
Today we employ over 8500 employees, maintain offices in over 35 countries and serve investors in over 150 countries. A globally diversified asset manager with USD 879.7 billion in AUM (as of Dec 13), we offer over 350 investment solutions to clients worldwide.
With the expansion of our global footprint, vast cross-border distribution business in over 50 countries, on-the-ground research capabilities and trading network, we have continued to build our local presence within the domestic fund management industry of individual markets as diverse as Brazil, Japan, China, India, United Kingdom, Australia, and Korea.
Established in 1988, Goldman Sachs Asset Management (GSAM) is one of the world’s leading asset managers with $742.4 billion in assets under management .
With a team of more than 1,900 professionals, our presence in 30 locations around the world allows us to bring global resources and new perspectives to our clients. It is our unique appreciation of local economies, markets and cultures that helps us to cultivate long-standing relationships.
Each of our specialist investment teams offers a broad range of products across asset classes and regions. The teams, led by experienced Heads and Chief Investment Officers, aim to deliver strong and consistent results assisted by our deep understanding of the intricacies of risk management and an emphasis on encouraging individual creativity.
HSBC Securities Services (HSS) is one of the world's leading providers of fund and securities services. With teams on the ground in 49 markets, we provide comprehensive global, regional and domestic securities services to:
- Investment managers, insurance and pension funds
- Sovereign wealth funds
- Banks and broker dealers
- Corporates and financial institutions
HSS services include fund accounting and administration, transfer agency services, global custody, sub-custody and clearing and corporate trust and loan agency, as well as providing access to the entire range of industry leading products and services offered by the HSBC Group.
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18.2 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Further information about J.P. Morgan is available at www.jpmorgan.com.
Jupiter Fund Management plc is an investment management business focused on generating investment out-performance across its range of investment capabilities, which include UK, European and emerging markets equities, specialist equities and multi-manager products. Jupiter’s core strength in equity investment management is complemented by capabilities in fixed income and absolute return funds.
Jupiter is a market leading fund manager in the UK retail mutual fund market based on the size of its AUM and net sales, its strong investment performance track record, the strength of its brand and presence in key distribution channels. At 31 December 2013, over 78% of Jupiter’s AUM (£31.7bn) was in mutual funds, which are open-ended funds directed towards retail investors through intermediated distribution channels in the UK. In addition, Jupiter provides investment management services to institutional clients, private clients and investment trusts.
MDO is an independent service provider based in Luxembourg specialising in third party management company services, risk management, compliance monitoring, fund governance, substance solutions and supervision of delegations. MDO also offers experienced independent Directors overseeing Luxembourg domiciled investment vehicles, including UCITS and non-UCITS funds. MDO Management Company currently acts as management company of over 40 UCITS with assets under management exceeding EUR 12 billion. www.mdo-manco.com
max.xs is a full service sales organisation, offering asset management firms immediate access to distributors and institutional investors, operational support and sales consulting. Services are offered through three distinct business models.
max.xs business partners provides a full service sales solution for German speaking countries. It enables asset management firms to capture new opportunities and to improve sales efficiency and effectiveness by diminishing the need to build or retain an own local sales infrastructure.
max.xs sales consultants deliver practical, ready-to-use advice on structuring and implementing market entry and business development strategies.
max.xs is now developing a European distribution solution, giving asset managers a one-stop access to Continental European markets, covering the entire distribution value chain.
max.xs is based in Frankfurt, Germany. More information on www.max-xs.de
Morningstar is a leading provider of independent investment research. We work with advisers and institutions and we take a partnership approach to deliver a tailored solution that best meets their needs. We leverage our vast data resources, technological capabilities, and fundamental research to deliver innovative solutions that help investors reach their financial goals.
Multifonds is an award winning multi-jurisdictional, multi-asset-class investment fund software platform offering three fully integrated products in a single flexible and scalable architecture: Multifonds Portfolio Accounting supports the increasingly complex middle-office needs of asset managers and fund administrators, Multifonds Fund Accounting is the market-leading fund accounting software platform supporting more than $2.2trillion worth of assets and Multifonds Global Investor supports investor servicing and transfer agency for more than $1.3trillion worth of assets for both traditional and alternative funds. Founded in 1995, Multifonds serves most of the world’s leading global custodians, third-party administrators and asset managers, supporting more than $3 trillion in assets in more than 30 jurisdictions.
Ossiam is a research-led asset management firm specializing in delivering enhanced beta solutions including risk management solutions such as Minimum Variance.
The firm’s investment concept is centered on innovation, selection of financial assets based on liquidity and flexibility of use and rule-based and transparent investment strategies.
Information available on www.ossiam.com.
Principal Global Investors is a diversified asset management organization and a member of the Principal Financial Group®. Principal Global Investors has US$311.0 billion assets under management * with offices in the United States (Des Moines, New York, Chicago), London, Tokyo, Singapore, Hong Kong, and Sydney. Principal Global Investors and its affiliates employ more than 1,300 staff, including 512 investment professionals.
Our multi-boutique strategy enables us to provide an expanded range of diverse investment capabilities, including equity, fixed income and real estate investments. We also have experience in currency management, asset allocation, stable value management and other structured investment strategies through our network of specialized investment groups and affiliates.
+44 (0)20 7710 0222
Renaissance Asset Managers, one of the worlds’s leading emerging and frontier markets investment specialists, was founded in 2003 to offer clients unparalleled access to high opportunity emerging markets across a range of investment solutions - equities, fixed income and asset allocation.
Against the backdrop of disappointing growth, record low interest rates and heightened risk levels in many developed markets, Frontier and Emerging Markets are set to be amongst the most important investment destinations for many years to come. Our UCITS platform, distributed across Europe, is designed to provide quality investment solutions in these often difficult to access markets, and cater for varying levels of risk appetite.
Schroders is a global asset management company with over 200 years of financial experience. We currently manage €262.9 billion on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of asset classes across equities, fixed income and alternatives.
We employ 3500 talented people worldwide operating from 37 offices in 27 different countries across Europe, the Americas, Asia and the Middle East, close to the markets in which we invest and close to our clients.
Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.
Source: Schroders, all data as at 31 December 2013
Standard Chartered PLC is a leading international banking group, with more than 86,000 employees and a 150-year history in some of the world’s most dynamic markets. We bank the people and companies driving investment, trade and the creation of wealth across Asia, Africa and the Middle East, where we earn around 90 per cent of our income and profits. Our heritage and values are expressed in our brand promise, Here for good.
Standard Chartered PLC is listed on the London and Hong Kong Stock Exchanges as well as the Bombay and National Stock Exchanges in India.
For more information please visit www.sc.com. Hear from Standard Chartered’s experts and comment on our blog at ourviews.sc.com.
Follow Standard Chartered on https://twitter.com/stanchart, http://www.linkedin.com/company/standard-chartered-bank and http://www.facebook.com/standardchartered.
Standard Life Investments is a leading asset manager with an expanding global reach. Our wide range of investment solutions is backed by our distinctive Focus on Change investment philosophy, disciplined risk management and shared commitment to a culture of investment excellence. As at 31 December 2013, Standard Life Investments managed €221.3 billion on behalf of clients worldwide. Our investment capabilities span equities, fixed income, real estate, private equity, multi-asset solutions, Fund-of-Funds and absolute return strategies. Headquartered in Edinburgh, Standard Life Investments employs more than 1,100 talented professionals. We maintain a presence in a number of locations around the world including Boston, Hong Kong, London, Beijing, Montreal, Sydney, Dublin, Paris and Seoul. In addition, we have close relationships with leading domestic asset managers in Asia, including HDFC Asset Management in India and Sumitomo Mitsui Trust Bank in Japan.
StatPro is a global provider of cloud-based portfolio analytics for the investment community. We provide vital analysis of portfolio performance, attribution and risk. Hundreds of investment professionals use our services directly or through a fund administrator/partner to perform sophisticated analysis, reporting and distribution every day.
Our unique value proposition is that you can share your portfolio analysis directly with as many people as you want for no extra cost. This self-service solution has helped our clients generate more sales, improve their service to their clients and meet tough regulations all for less money.
StatPro has grown its recurring revenue from less than £1 million in 1999 to around £30 million at 30 June 2013 and currently enjoys a renewal rate of approximately 95%. We have operations in Europe, North America, South Africa, Asia and Australia with approximately 450 clients in 36 countries around the world.
SWIFT is a member-owned cooperative that provides the communications platform, products and services to connect more than 10,000 banking organisations, securities institutions and corporate customers in 212 countries and territories. SWIFT enables its users to exchange automated, standardised financial information securely and reliably, thereby lowering costs, reducing operational risk and eliminating operational inefficiencies. SWIFT also brings the financial community together to work collaboratively to shape market practice, define standards and debate issues of mutual interest.
UBS Global Asset Management is a large-scale asset manager with well-diversified businesses across regions, capabilities and distribution channels. It offers investment capabilities and investment styles across all major traditional and alternative asset classes. These include equity, fixed income, currency, hedge fund, real estate, infrastructure and private equity investment capabilities that can also be combined into multi-asset strategies. The Fund Services unit provides professional services including legal fund set-up, accounting and reporting for traditional investment funds and alternative funds.
Barclays moves, lends, invests and protects money for customers and clients worldwide. With over 300 years of history and expertise in banking, we operate in over 50 countries and employ over 140,000 people.
We provide corporate banking solutions to businesses with an annual turnover of more than £5 million in the UK, and to large local companies, financial institutions and multinationals in non-UK markets. We support the success and growth of our clients by providing lending, risk management, cash and liquidity management, trade finance, and asset and sales financing.
Our clients also benefit from access to the breadth of expertise across Barclays. We’re one of the largest financial services providers in the world, and are also engaged in retail banking, credit cards, investment banking, and wealth management.
+ 44 (0) 2071165670
More than 500 customers in 17 domiciles are processing domestic and cross-border transactions across Calastone’s multi-award winning transaction network. Fund managers, distributors and transfer agents around the world are joining Calastone’s network to transact their orders, benefiting from the cost and risk reduction opportunities transaction automation can offer – a single connection to a fast-growing network for the global fund community. Calastone’s goal is to increase efficiency through reducing cost and risk via our fully automated STP transaction network. We remove all the technical barriers to automation of fund transactions through our interoperability, network and service. Any party involved in the production, distribution or management of funds, of any size, located around the world using Calastone is able to transact electronically over Calastone’s global transaction network. Calastone has offices in London, Luxembourg, Hong Kong, Taiwan, Singapore and Australia.
Dassault Systemes, the 3D Experience Company, provides Financial Services solutions designed to drive business execution for accelerated product innovation, customer intelligence, advanced analytics and regulatory insight. With proven reductions in implementation time, our solutions deliver real time business value faster and with less complexity than traditional approaches.
Today Dassault Systemes service 170,000 companies worldwide across 12 industries including Financial Services. Our business solutions platform is on premise, on line and on the cloud and we are recognized by our customers across 140 countries and, recently by Forbes magazine, as one of the world’s most innovative companies. Dassault Systemes is majority shareholder controlled by Dassault Groupe. In 2012 our revenues were over E2 billion with an operating margin of above 30%.
Sal. Oppenheim stands for exclusive services in the comprehensive management of private and institutional assets for more than 220 years. We offer individual advice focusing on continuity in conjunction with the range of services of a modern asset management company. Sal. Oppenheim Luxembourg operates under “Deutsche Fund Platforms” as the White Label fund platform within Deutsche Bank’s Asset & Wealth Management Division globally.
“Deutsche Fund Platforms” in Luxembourg offers an integrated service model with an in-house administration and in-house custodian, offering all kind of Luxembourg fund structures, ranging from traditional UCITS products all the way to complex Alternative Investment structures that include the wrapping of hedge funds, private equity, real estate, ships and aircrafts. Sal. Oppenheim is a licensed Alternative Investment Fund Manager.
FE is an award-winning provider of ratings, investment research, data, software and performance analysis to the financial services industry.
Our products and services are designed to interpret and analyse data, helping financial advisers and private investors make sound investment decisions. Respondents to a 2013 survey by The Platforum voted FE and FE Trustnet the most influential data providers in the marketplace.
We also provide tools and software for fund managers and other financial services firms, including research, modelling, reporting, sales, marketing and presentation materials. Our core products include the FE Analytics online fund research database and finXL, Webtools, Datafeeds, and Fund Document Production including Key Investor Information Documents from Kii Hub.
Latest innovations include FE Precision – a transparent fund dissemination management solution for asset managers and the Mercer Manager Analysis Portal (MAP”) – a collaboration with Mercer which uses FE data and technology to provide institutional quality research to the Wealth Management sector.
+44 (0)20 7534 7623
Liquidnet is the global institutional trading network that connects investors with the liquidity they need. We go beyond what the retail market can provide by defending and securing the integrity and the anonymity of the block trade. We do this while continuously looking for ways to bring in new sources of safe, actionable liquidity from asset management firms, exchanges, brokers and corporations. Since we launched in 2001, our ability to anticipate and meet institutional demand has allowed us to extend trading to 42 equity markets across five continents for asset management firms who collectively manage US$13 trillion.
Martin Currie is an independent and private company, founded in 1881. We are international equity specialists, managing money for a wide range of global clients. International in outlook and activities, we have offices in Edinburgh, London, Melbourne, New York, Singapore and Zurich.
Our approach to investing is refreshingly simple: we believe that building stock-driven portfolios through fundamental research is the best way to exploit market inefficiencies and generate consistent outperformance.
We offer a focused range of investment products and dedicate all of our resources to delivering for our clients both in terms of investment outcomes and superior client relationships.
Mercer is a leading global provider of investment services, and offers customized guidance at every stage of the investment decision, risk management and investment monitoring process. We have been dedicated to meeting the needs of our clients for more than 40 years, and we work with private banks, wealth managers, foundations, endowments, pension funds, sovereign wealth funds and other investors in over 46 countries. We assist with every aspect of institutional and retail fund investing including building portfolios, providing research tools subscriptions, project based consulting advice and also ongoing monitoring and management of third party funds.
Mercer Manager Analysis Portal (MAP) online tool provides fund selectors with the same depth and caliber of fund research available to institutional investors. MAP covers an extensive range of managers and funds, combining comprehensive fund data with market leading qualitative forward looking analysis.
For more information visit: www.mercer.com/wealth-management or www.mercermap.co
Mirabaud is an international financial group with a presence in the world’s major financial centres, providing individuals and institutional clients with tailored financial advice and services.
As a private bank, Mirabaud takes a long-term view, placing the emphasis on personalised relationships aimed at optimising performance. Mirabaud Asset Management with offices in Paris, London, Montreal, Barcelona, Zurich and Geneva, the Mirabaud Group’s Asset Management division focuses on investment management and advisory services.
The division provides:
•active management of equity funds and mandates (Switzerland, UK, France, Spain, Europe, North America, Asia, emerging markets, global), with special emphasis on alpha generation strategies
•bond management, including global convertible, strategic and high-yield bond funds
•alternative investment management
•dynamic asset allocation
With a focus on value creation, Mirabaud Asset Management’s investment philosophy is based on a long-term vision, strong convictions and risk-adjusted performances.
+44 207 878 3411
Founded in South Korea in 1997, Mirae Asset Global Investments Group (“Mirae Asset”) is today one of Asia’s largest independent asset managers, with in excess of $57bn of assets under management (as at February 2014). Mirae Asset has developed specialist expertise in emerging markets, with a strong focus on Asia, and offers a wide range of both traditional and alternative investment products, including equity and fixed income funds, ETFs, private equity, real estate and hedge funds. Mirae Asset has one of the largest teams of investment professionals dedicated to emerging markets. With more than 120 portfolio managers, analysts and strategists located in our network of offices in 12 countries across the globe, we maintain proximity to the investment opportunities that we research, allowing a deep understanding of companies and the cultures in which they operate.
MFEX - Mutual Funds Exchange is the leading independent fund marketplace. MFEX offers financial institutions a fully automated, secure and transparent solution for fund trading, custody, collection and payment of rebates, and delivery of locally-compliant fund information.
The largest and most diverse global fund offering Over 550 fund companies from 30 domiciles have elected to distribute their funds through MFEX.
International fund trading platform MFEX operates in a B2B environment and we are currently distributing funds in more than 20 different countries. Our clients include private banks, insurance companies, custodians, pension funds, IFA networks as well as fund platforms.
Russell’s Indexes business began in 1984 to accurately measure U.S. market segments and track investment manager behavior for Russell's investment management and consulting businesses. The resulting index methodology produced the broad-market Russell 3000® Index and introduced the first small cap benchmark–the Russell 2000® Index. Today, our series of U.S. and global equity indexes reflect distinct investment universes – including
asset class, geographic region, capitalisation and style – with no gaps or overlaps. Russell Indexes offers more than three dozen product families and calculates approximately 700,000 benchmarks daily covering 98% of the investable market globally, 83 countries and more than 10,000 securities. Approximately $4.1 trillion in assets are benchmarked to the Russell Indexes. Russell‘s index data is also used to create a variety of exchange traded products offered through some of the best-known firms in the industry, representing more than $120 billion in assets.
For more than twenty-five years, Strategic Insight, an Asset International company, has been at the forefront of thorough, unbiased global fund industry research and business intelligence. Strategic Insight sets the standard for trusted business intelligence and global fund analysis.
We offer the most comprehensive, accurate global fund information available to help our clients direct their efforts wisely and grow their businesses. Our mission is to strengthen the industry and help our clients succeed in the global marketplace by providing them with the research, data and analytical support they need to identify product and distribution opportunities and make smart business decisions.
From desktop solutions to consulting services, Strategic Insight provides unique, customized solutions to meet the needs of all clients in today's ever-changing market environment, providing truly global coverage and expertise with analysts on the ground in The Americas, Europe, Asia, and Australia.
SunGard Financial Systems provides mission-critical software and IT services to institutions in virtually every segment of the financial services industry. The primary purpose of these systems is to automate the many detailed processes associated with trading, managing investment portfolios and accounting for investment assets. These solutions address the processing requirements of a broad range of users within financial services, including asset managers, traders, custodians, compliance officers, treasurers, insurers, risk managers, hedge fund managers, plan administrators and clearing agents. In addition, we also provide professional services that focus on application implementation and integration of these solutions and on custom software development.
BlackRock is a global asset manager that has built its offering around its clients' greatest needs: providing breadth of capabilities and depth of knowledge - across active and passive strategies, including iShares(r) ETFs. This is combined with a singular focus on delivering strong, consistent performance and an ability to look across asset classes, geographies and investment strategies to find the right solutions. With deep roots in every region across the globe, some 100 investment teams in 27 countries share their best thinking to gain the insights that can change outcomes. And, with a passion to understand risk in all its forms, BlackRock's 1,000+ risk professionals dig deep to find the numbers behind the numbers and bring clarity to the most daunting financial challenges. That shapes and strengthens the investment decisions that BlackRock and its clients are making to deliver better, more consistent returns through time.
East Capital Group is a leading emerging and frontier market asset manager specialising in Eastern Europe and Emerging Asia. The group, which is an independent partnership set up in 1997, manages approximately USD 4.8 billion in public and private equity funds as well as separate accounts for a broad international client base including leading institutions.
The product offering contains a wide range of country and regionally focused funds including the flagship strategies, the award-winning UCITS compliant East Capital Eastern European Fund, East Capital Russian Fund and East Capital Emerging Asia Fund.
The investment strategy combines diligent market research and fundamental analysis with frequent company visits by the investment teams, which consist of 30 investment professionals.
East Capital is headquartered in Stockholm with offices in Hong Kong, Kyiv, Luxembourg, Moscow, Oslo, Paris and Tallinn.
Lloyd George Management (LGM) is a specialist Global Emerging Markets, Frontier and Asian equity manager, established in 1991. We have a team of 25 investment professionals, based in our offices in London, Hong Kong and Mumbai. As at 31 December 2013, LGM managed US$2.6 billion on behalf of our clients worldwide.
Our investment professionals take an active bottom-up, long-term view when identifying attractive opportunities, and invest across the capitalisation spectrum. We aim to invest in well-managed, high quality, sustainable growth companies with strong capital management.
LGM became a wholly owned subsidiary of BMO in April 2011, and is part of BMO Global Asset Management.
To learn more about LGM, our team, investment process, and suite of products for investors, please visit our website at: www.lloydgeorge.com.
About State Street Corporation
State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $27.4 trillion in assets under custody and administration and $2.3 trillion in assets under management* at December 31, 2013, State Street operates in more than 100 geographic markets worldwide. www.statestreet.com.
* This AUM includes the assets of the SPDR Gold Trust (approx. $31 billion as of December 31, 2013), for which State Street Global Markets, LLC, an affiliate of State Street Global Advisors, serves as the marketing agent.
About State Street Global Advisors
State Street Global Advisors (SSgA) is a global leader in asset management. The firm is relied on by sophisticated investors worldwide for its disciplined investment process, powerful global investment platform and access to every major asset class, capitalization range and style. SSgA is the asset management business of State Street Corporation.
BNP Paribas (www.bnpparibas.com) has a presence in 80 countries with nearly 190,000 employees, including more than 145,000 in Europe. It ranks highly in its three core activities: Retail Banking, Investment Solutions and Corporate & Investment Banking.
In its Corporate & Investment Banking and Investment Solutions activities, BNP Paribas enjoys top positions in Europe, a strong presence in the Americas and solid and fast-growing businesses in Asia-Pacific.
Its Securities Services business is a leading global custodian with a local presence in 34 countries across five continents. It provides integrated solutions to all participants in the investment cycle including the buy side, sell side, corporates and issuers.
Eastspring Investments, part of Prudential Corporation Asia, is Prudential plc's asset management business in Asia. We are one of the region's largest asset managers, with operations in 14 markets (including offices in the US and Europe) and about US$99.3 billion (about ￡60 billion) in assets under management (at December 31, 2013). In Asia, Eastspring Investments operates in Japan, Malaysia, Singapore, South Korea, Taiwan, Hong Kong, the United Arab Emirates, Vietnam and Indonesia, and has joint venture operations in India, China and Hong Kong.
About one-third of Eastspring Investments' total assets are sourced from third party clients including a wide range of retail and institutional investors. We also manage the assets of life and pension products sold by Prudential Group in the UK, the US and across Asia.
For more information on Eastspring Investments, please visit:
PineBridge is a global asset manager with nearly 60 years of experience in emerging and developed markets, delivering innovative alpha-oriented strategies across asset allocation, equities, fixed income and alternatives. PineBridge manages over US $73.5 billion in worldwide AUM as of 31 December 2013. What differentiates PineBridge is the integration of the on-the-ground knowledge with analytical insights, bridging global and local capabilities to deliver innovative products and solutions that create value for clients.
Societe Generale has been playing a vital role in the economy for 150 years and is today one of the largest European financial services groups. At the core of Societe Generale’s universal banking business model, the Global Banking and Investor Solutions pole is a leading international player present in 53 countries with more than 18,000 professionals servicing clients across the following businesses:
Corporate & Investment Banking with Societe Generale Corporate & Investment Banking
Private Banking with Societe Generale Private Banking
Asset Management with Lyxor Asset Management and Amundi Asset Management - 25% owned by Societe Generale
Investor Services with Societe Generale Securities Services and Newedge
European Fund Administration S.A. (EFA) is an independent third-party administrator specialising in services to investment funds, unit-linked insurance products, private equity funds, real estate funds, hedge funds and funds of hedge funds.
EFA leads the outsourcing market in Luxembourg, Europe’s largest fund center.
EFA’s service range includes Net Asset Value calculation, bookkeeping and portfolio valuation, transfer agent and registrar services, fiscal services, compliance and risk management, performance measurement and attribution, domiciliation and reporting solutions.
EFA is present in Luxembourg and Paris (via European Fund Administration S.A - France).
Founded in 1993, with offices in Belgium, France, Germany, Luxembourg, Switzerland and the UK, KNEIP serves more than 420 global fund management companies.
As a leading service and software provider to the global investment fund industry, we help our clients meet their regulatory reporting obligations, while enabling them to provide consistent and accurate fund data and documents to their regulators, clients and data vendors.
We work with fund managers and administrators around the world to aggregate, format, and disseminate their fund data and reporting documents. Throughout this entire process, we control, report, and actively follow up on their quality and accuracy.
Learn more about us at: www.kneip.com