Axioma is a leading provider of enterprise risk management, portfolio construction, and risk and regulatory reporting solutions that offer incomparable insights into the constantly evolving state of risk. Financial institutions worldwide rely on Axioma’s sophisticated suite of tools and flexible open platform technology to unify the view of risk across front, middle and back office functions, helping to drive efficiency and bring transparency to performance. Axioma has received numerous accolades for its innovative technology, which serves as the centerpiece of its clients’ risk management strategy. Axioma is headquartered in New York, with offices throughout Europe and Asia-Pacific.

Eagle Investment Systems

Eagle Investment Systems is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private cloud, Eagle ACCESS(SM). Eagle deploys trusted solutions and services that create operational efficiencies and help reduce complexity and risk. Backed by the innovation, passion, commitment and experience of our employees, Eagle Investment Systems’ integrated technology, products and services help our clients to grow their assets efficiently and effectively. Eagle Investment Systems LLC is a subsidiary of BNY Mellon.


Cogendi is a privately owned, entrepreneurial SME that and provides business intelligence solutions for the multi-asset management market. Based in Paris, Cogendi has global reach and their clients are diverse and international.
Cogendi employs their proprietary software, Cogendi Analytics, for all projects. Their focus is to provide flexible performance analytics for portfolios. Cogendi are experts in their field – they know what client’s want and their solution delivers to this – real performance analytics, but lighter, fast, and more flexible. Analytics are available on all devices to suit their clients’ needs.
Cogendi Analytics complements existing client systems and integrates easily to fit each unique client set–up and requirements. Cogent leverage their clients existing investment in their systems by being plugged on top. An easy to deploy, easy to have, light, yet powerful analytical tool. Cogent has several data partners who’s market data can be integrated into Cogendi software.

Amongst Cogendi clients and projects, they have significant experience:
• With flexibility and customisation, for which we are particularly renowned for fast, easy reporting and enabling speedily answering ad hoc business questions.
• With volume/scale for a large institution.
As well as portfolio analytics, the tool works with any subset of a portfolio for all analytics allowing modelling, what ifs and deeper business understanding. Cogendi are known for their responsive service and fast turn-around times.


FactSet helps the world’s best investment professionals outperform. For more than 35 years, financial professionals have relied on FactSet’s streamlined solutions and unmatched client support to get their jobs done, better.

FactSet’s global datasets, powerful analytics, and comprehensive data feeds let users stay ahead of market trends, access extensive company and industry intelligence, and monitor performance of their equity and fixed income portfolios in the office or on the go.

Headquartered in Norwalk, Connecticut, FactSet conducts operations with over 6,800 employees in 35 global office locations. Learn more at, and follow us on Twitter:

FTSE Russell

FTSE Russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, FTSE Russell indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.

FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. More than $16 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives. FTSE Russell indexes also provide clients with tools for asset allocation, investment strategy analysis and risk management.

A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on index innovation and customer partnership applying the highest industry standards and embracing the IOSCO Principles. FTSE Russell is wholly owned by London Stock Exchange Group.

For more information, visit


For more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research.
Our line of products and services includes indexes, analytical models, data, real estate benchmarks and ESG research.
MSCI serves 97 of the top 100 largest money managers, according to the most recent P&I ranking.
For more information, visit us at

Ortec Finance

Ortec Finance is a global provider of technology and advisory services for risk and return management. Established in Rotterdam in 1981, Ortec Finance has 180 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. Its long-standing and global client base comprises leaders in the pensions, asset management and private wealth management markets.

The company’s focus is firmly on providing support for investment decision making for institutional and private investors. Ortec Finance designs, builds, and applies solutions for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and financial planning. Our solutions derive from the combination of software models and professional advisory services. Ortec Finance is leading in innovation through strong ties with the academic community.

For the private market core business of Ortec Finance is to support smart and responsible decision making. We help private investors and advisors better understand their options by using ‘What-if’ analyses. Clear visual aids show the effect of investment decisions, changes in a client’s financial situation and market developments on the probability of reaching the financial goals. With OPAL Platform clients and advisors can capture, measure and communicate risk and return and comply with the latest regulatory frameworks. OPAL Platform facilitates all stages of the advisory process: from a client intake module and risk-profiling tool to (online) client reporting and proactive monitoring. It is the solution for goal-based financial planning and monitoring.

State Street

State Street Global Exchange helps our clients lower costs, manage risk, enhance performance and raise assets. We\u2019re addressing these challenges by helping our clients manage and make sense of data, transforming it into opportunities that help generate value and actionable insights. We offer solutions that help client business models evolve.


StatPro is a global provider of award winning portfolio analytics solutions for the investment community. Our cloud-based platforms provide vital calculations and analysis of portfolio performance, attribution, risk and compliance. Thousands of investment professionals use our services directly or through a fund administrator or partner to perform advanced portfolio analysis, data management, reporting and online distribution every day.

With over 20 years’ experience and industry expertise, we believe portfolio analytics should add value, insight and competitive advantage while being flexible, scalable and cost effective. Our integrated and global data coverage includes over 3.2 million securities such as equities, bonds, mutual funds, FX rates, futures, options, OTCs, sector classifications and much else besides. We also cover most families of benchmarks including MSCI, FTSE, Russell, NASDAQ and the license free Freedom Index.

More information: visit


VPD is a leading provider of highly specialised software and know-how for the financial sector. VPD has developed its products in close collaboration with the world’s leading financial institutions for over 20 years. Clients benefit from VPD™s expertise through business consulting, development consulting, and asset management products. The flagship product suite, VPD Risk & Performance, is available in various combinations to meet client-specific needs. VPD Risk & Performance includes VPD Market Data Centre, VPD Front Office, VPD Attribution, VPD GIPS & Composites, VPD Compliance and VPD Client Reporting. The functions cover data management, analytics and reporting.