Assette is a leader in cloud-based sales and client communications solutions for institutional asset managers. Asset managers use Assette software to integrate data from multiple systems and automatically generate client reports, marketing materials, input for manager databases and offer secure client portals. The result is error-free, consistent information across all external communications, produced in seconds. Assette has partnered with eVestment to provide fully automated data input for firms subscribing to eVestment Omni, eliminating the need to manually gather data input to Omni.
BarclayHedge, a Backstop Solutions Group company, offers one of the fastest growing, most accurate and up-to-date hedge fund/fund of funds/CTA databases available. On a monthly basis, they strive to provide subscribers with the previous month’s performance for at least 90% of the funds that they follow. For more than 18 years, Barclay has maintained rigorous procedures for collecting and verifying data to insure a high standard of accuracy. In addition, Barclay is committed to increasing the size of the database, adding new managers to their Barclay Global Database on a daily basis. In addition, the company offers individual databases focusing solely on funds of funds and CTAs.
Eurekahedge includes almost 25,000 live hedge funds from North America, Asia, Europe, Latin America and emerging markets. Of these, over 1000 funds, managed by 300+ distinct advisory companies, have assets greater than US$1B. This global dataset covers the full breadth of hedge fund strategies, from Long-Short Equities, Fixed Income and CTA/Managed Futures to Multi-Strategy, Event Drive and Arbitrage.
FactSet was founded in 1978 and has been publicly held since 1996. FactSet delivers insight and information to investment professionals through analytics, service, content, and technology. FactSet is listed on the New York Stock Exchange and NASDAQ (NYSE:FDS | NASDAQ:FDS).
Hedge Fund Research
Hedge Fund Research, Inc. (HFR) is a global leader in the alternative investment industry. Established in 1992, HFR specializes in the areas of indexation and analysis of hedge funds. HFR Database includes fund-level detail on historical performance and assets, as well as firm characteristics on both the broadest and most influential hedge fund managers. HFR has developed a detailed fund classification system that enables granular and specific queries for relative performance measurement, peer group analysis and benchmarking.
Lipper, a Thomson Reuters company, is a leading global provider of information and analysis to fund companies, fund boards, financial intermediaries, service providers and media organizations. Lipper’s quality analysis and research tools help their asset management clients to benchmark and evaluate fund performance and to market their funds.
MSCI is an independent provider of research-driven insights and tools for institutional investors with deep expertise in the areas of risk and performance measurement that is based on more than 40 years of academic research, real-world experience and collaboration with clients.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on nearly 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $185 billion in assets under advisement and management as of June 30, 2016. The company has operations in 27 countries.
Since 1992, MPI has harnessed the latest in quantitative thinking to create practical applications for investment management practitioners and organizations. Seeing great potential in Nobel laureate Bill Sharpe’s concept of returns-based style analysis (RBSA), MPI’s founders built the industry’s first commercial application for RBSA. Since then, MPI has created a full platform of quantitative and reporting solutions that utilize patented models and proprietary techniques. Seeing investors’ need for greater precision and transparency – especially in complex and often opaque strategies and products, such as hedge funds – MPI created its patented Dynamic Style Analysis (DSA), a predictive and adaptive model that has revolutionized RBSA. This inventive spirit has come to define the company and motivates us to find solutions for the benefit of our clients and the industry.
StyleAnalytics is a global independent investment research firm specializing in institutional-strength holdings-based Style, Structure, Risk and Performance analysis of funds and markets for investment professionals and fiduciaries. The company was formed in 1996 and, with offices in London, Boston and Montreal, and representatives in Europe and South East Asia, currently serves a client base of over 250 international investment institutions in 24 countries. Clients include investment managers, pension fund consultants, plan sponsors, multi-fund and fund of funds managers, private client firms, sovereign wealth funds, investment advisors, rating agencies, and investment custodians. StyleAnalytics balances institutional-strength analytics with objective and transparent insights which are easy to use and communicate.