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2024 SPONSORS

Inalytics

Inalytics

Website: https://www.inalytics.com/

In the 25 years since the company was founded Inalytics has established itself as one of the leading companies in decision analytics and behavioural finance.  Inalytics works with both asset owners and asset managers covering manager search due diligence and ongoing portfolio monitoring.

Inalytics is a research-led organisation and has a long history of innovation.  As a part of the service Inalytics has developed the first major advance in attribution analysis since the introduction of the selection/allocation/interaction model (Brinson) in the 1980’s.  The Inalytics model, DECSIS™ has been built to align more closely with the investment process focusing on decision analysis to capture the investment skills of the new breed of fund managers. The model is subject to a patent application.

Learn more at www.inalytics.com, follow us on LinkedIn, register for our research papers https://www.inalytics.com/insights/

First Rate

First Rate

Website: https://firstrate.com/

With more than three decades of experience, First Rate’s flexible and intelligent solutions focus on solving the evolving demands of the wealth management industry. We are a global growth oriented business on a mission to impact our coworkers, clients and communities in the regions in which we operate. First Rate is a privately held company trailblazing the WealthTech industry with data aggregation, performance calculation, client reporting, and data analytics. Our innovative solutions and insights enable wealth managers to grow their business by providing strategic value to their investors.
FactSet

FactSet

Website: https://www.factset.com/

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 85,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For and a Best Workplace in the United Kingdom and France. Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow on X: www.twitter.com/factset.

FundGuard

FundGuard

Website: https://www.fundguard.com/

FundGuard is transforming legacy operating models with a front to back, AI-powered, cloud native and multi-asset class investment accounting platform for asset managers, asset owners, custodian banks and fund administrators. Visit www.fundguard.com to learn more about our all-in-one, multi-book solution for CNAV, ABOR and IBOR.

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HUB

Website: https://www.hub.com/

HUB is a leading fintech company specialising in providing innovative solutions for the investment management industry. The HUB platform is cloud native and offers seamless connectivity between data and trading to optimise the investment industry’s operations technology, enabling data streaming, artificial intelligence and automation. The products are delivered using a flexible, modular approach that lowers entry costs and enables quick delivery of innovative solutions. HUB is dedicated to transforming the investment management industry.

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Naehas

Website: https://www.naehas.com/

6 of the 10 top financial services companies, as well as innovative companies, such as Pathward and First National Bank of Omaha, trust Naehas to grow revenue, dramatically accelerate time to market, and improve productivity while reducing compliance and operational risk.