Clients & Partners

Invest sustainably, shop sustainably, and report or benchmark for sustainability with easy-to-use, AI-powered technology.

Conning is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including insurers and pension plans, with investment solutions, risk modeling software, and industry research. Conning’s risk management software platform provides deeper insights for decision making, regulatory and rating agency compliance, and capital allocation. Founded in 1912, Conning has investment centers in Asia, Europe and North America.

Credit Suisse Asset Management (CSAM) leverages Credit Suisse’s global franchise to partner with clients and deliver innovative investment products and solutions worldwide. CSAM offers institutional and individual clients a range of alternative investment products, including commodities, credit investments, real estate, hedge fund strategies, and liquid alternatives. Traditional investment products include multi-asset class solutions, which provide clients with innovative strategies and comprehensive management across asset classes to optimize portfolios with services from funds to fully customized solutions. Other traditional investment strategies include fixed income and equity products, and an indexed solutions business which provide access to a variety of asset classes.

Curium Data Systems is a fast-growing technology and services provider that works exclusively within data management for buy-side financial services companies.
Curium solutions, including CuriumEDM and CuriumDQM, are an evolution from the traditional data management applications - easier to implement, maintain and operate and designed to sit at the heart of the Business Operations groups within the firm.

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights.

The result? Investment management that works as seamlessly as your investment strategy.

Our purpose is to help investment managers achieve their goals through interpretation and navigation of the investment environment today, tomorrow, and well into the future.
We do so by providing practitioner led advisory and implementation expertise across a comprehensive range of services including ESG, Product, Distribution, Compliance, Governance, Transformation and Finance.

Founded in 1981, Dimensional has a long history of applying academic research to practical investing. We offer a full range of equity and fixed income strategies designed to target higher expected returns.

DoubleLine is an independent, employee-owned asset management firm founded by Jeffrey Gundlach in 2009. DoubleLine offers product solutions across asset classes and vehicles, including, but not limited to, mutual funds, UCITS, ETFs, and separate accounts. DoubleLine’s executive team has worked together for an average of 18 years and its portfolio managers average 23 years of industry experience and 15 years of working together as of June 30, 2022. The experienced and cohesive investment team has worked together through many market cycles, employing a disciplined and time-tested process of credit underwriting and active management.

DWS is a global asset manager with European roots, offering integrated investment solutions across Active, Passive and Alternatives. We combine market insight, disciplined research and innovation to help clients achieve financial success.

For Every Life, For Every Future. This is our purpose. Leveraging on our investment expertise and extensive footprint in Asia, we are invested in protecting and growing our clients’ wealth to provide financial peace of mind for this generation and the generations to come. We are invested in knowledge. Which is why our deep understanding of Asian markets, paired with global expertise, is our key differentiator. We have been part of Prudential plc since 1994. In that time, we have invested in an unparalleled on-the-ground presence in 10 Asian markets1, as well as distribution offices in North America and Europe. We manage a total of USD286 billion2 across equity, fixed income, multi asset, quantitative and alternative strategies on behalf of institutional and individual investors globally. We are invested in hiring the best talent and in diversity. Because this fosters a culture of open communication and debate, which enables us to uncover unique perspectives and find the best ideas. We are invested in making the best investment decisions by incorporating ESG factors into our investment processes. We are invested in the communities where we live and work. We are aligned with a number of global sustainability initiatives and collaborate with industry stakeholders to work towards a more sustainable world. We are invested in our clients, in building partnerships, and in bringing value to our shareholders. With our expertise, experience, and future-focused vision, we are invested in giving our clients the highest quality investment outcomes. Because they deserve nothing less.

Egan-Jones has become a market leader in private placement ratings, serving clients such as banks, asset managers, and other financial institutions seeking to ...

EnTrust Global manages over $17.1B leveraging global infrastructure, resources and relationships to create innovative and differentiated investment ...

Originally founded by Stephen Jen and Fatih Yilmaz in 2011 as SLJ Macro Partners, Eurizon SLJ Capital was formed in 2016 when the firm joined forces with Eurizon Capital SGR (Eurizon). Eurizon is the asset management division of Intesa Sanpaolo Group and is one of the fastest growing asset managers in Europe. Stephen Jen (CEO & Co-CIO) and Fatih Yilmaz (Co-CIO) retain a 35% equity share in the business and maintain an active role in the day to day running of the business and strategies.

Take a look at our centralized research and entire portfolio analysis capabilities. Learn how to evaluate performance and exposures with...

Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth. We provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and liquidity-management solutions. Through pioneering stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests. Our goals are to help people invest and retire better, to help clients achieve better risk-adjusted returns and, where possible, to contribute to positive outcomes that benefit the wider world.

At Fimatix, we specialise in pioneering productivity engineering solutions, empowering businesses to achieve unparalleled efficiency, innovation, and growth.

With over 20 years delivering Investment Administration oversight software, Financial Risk Solutions Ltd (FRS) is a trusted technology partner to asset managers, life assurance and wealth management firms worldwide. Led by an expert team of actuaries, compliance and IT specialists, clients license FRS’s Invest|Pro™ Oversight software to help navigate the ever-changing challenges of growth, regulatory pressures and competition in the industry. The award-winning* InvestProTM platform is relied on by over 65 blue-chip financial services and BPO clients to reduce operational costs, increase efficiencies and mitigate risk in the manufacture and management of investment products. More than 150,000 funds are managed on the Invest|Pro™ platform today. Delivered on-premise or cloud-hosted, Invest|ProTM securely automates multiple complex fund administration processes including oversight, NAV, unit-pricing, cash allocation and rebalancing; and NAV validation of operational activity performed by outsourced partners; and in Europe monitoring and reporting for PRIIPs, KID requirements, and Pillar III asset reporting for Solvency II. FRS is part of the Constellation Software Inc. group and headquartered in Dublin, Ireland, with offices in Hong Kong and Sydney. For more information visit frsltd.com or follow FRS on LinkedIn at www.linkedin.com/company/frs-ltd *2020 Asia Risk.net GRC product of the year, 2019 - Best Solvency II Tech Solution - Insurance Asset Management Awards, Pensions Technology Provider of the Year - Irish Pensions Award, 2017 & 2018 – Tech Firm of the Year – Insurance Asset Management Awards, 2016 – Tech Provider of the Year, Governance Risk and Compliance – Risk.Net Awards.

FINBOURNE Technology was founded in December 2016 with a mission to reduce the cost of investing and increase transparency for everyone. The company has grown from seven founders to over 130 people in less than five years. Our SaaS-native solutions restore control and confidence, empowering everyone from emerging hedge funds to established global institutions.

Built as a bitemporal engine and using open APIs, our flagship platform LUSID® ingests and translates data across organisations’ existing operational stack and wider ecosystem. The data platform supports IBOR, ABOR, tax-lot accounting, valuation and risk workflows. While Luminesce®, a data virtualisation engine, solves the need to find and securely gather an extended world of data in real-time, enabling deeper insights and analytics.

Together, they offer a new and interoperable approach to data management, within a faster time to market. Delivering data management as a service, we aim to provide a cutting-edge, cloud infrastructure that sits at the heart of the global investment industry.

Throughout a heritage that dates to 1864, we have sought to generate attractive real returns for our clients over the long term. This tradition remains central to our mission today, guided by a set of core investment tenets that sustains our culture while also allowing philosophical autonomy among our talented portfolio management teams. Our range of actively managed equity and equity-oriented, public and private credit, multi-asset and alternative strategies reflect First Eagle’s dedication to disciplined and unconventional thinking, a global perspective and the long-term alignment of interests.

We help compliance teams respond more efficiently to regulatory change, increase certainty, and reduce complexity in compliance processes. But what sets us apart? Just like legendary dancer Fred Astaire said, we do it big, we do it right, and we do it with style. Why should your regulatory monitoring and reporting be any different? We've been dominating the dance floor for over a decade, actively moving to the rhythm of changing regulations.

With more than €670 billion in assets under management and over 2,200 investment professionals, Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management players. The company offers investors a broad range of distinctive investment strategies and solutions across public and private markets, and expert insights to help investors achieve long-term performance. The investment offerings are managed by our specialist affiliated firms. As the holding company, Generali Investments supports each company to innovate and grow with investment autonomy, ensuring they’re set up to develop sustainable and innovative strategies.
*Source: Generali Investments Holding, data as at Q2 2024

GIST Impact is a leading data and analytics provider.

We harness economic modelling and peer-
reviewed research to deliver actionable, data-driven impact intelligence.
This empowers businesses and financial institutions to measure, value and manage their impact on the wider world.
This is our approach to creating life in harmony with nature, where everyone benefits from a sustainable and equitable green economy.

Golub Capital is a market leading, award-winning direct lender and experienced private credit manager. We are dedicated to building long-term, win-win partnerships with investors and private equity sponsors.

Guggenheim Investments has more than $359 billion* in total assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.

Award-winning partner of choice in Africa.
Since 2004, Helios has sought and created compelling opportunities to invest in Africa’s high-growth and under-penetrated markets.

Across four distinct strategies, we invest behind Africa’s megatrends of demographics and urbanization, technology and innovation. We apply our proven Helios platform of world-class investment capabilities, an entrepreneurial business-building approach and unparalleled local and global connectivity to generate globally competitive returns and impact.

Holland Mountain is a leading specialist consulting firm and data solutions provider for the Private Markets industry. We were the 2025 winners of The Drawdown’s PE Service Provider Awards in the categories of Best Advisory/Consultancy for Operations and Technology, and Best Technology for Technology for Data with Holland Mountain ATLAS.

Our globally recognized team of Private Markets process, technology and data experts have delivered digital strategy and transformation work for over 150 Private Capital managers across the world.

Working across all Private Capital asset classes, including Private Equity, Private Debt, Real Estate, Infrastructure, Fund of Funds and Secondaries, we support our clients to establish the people, processes, technology and data capabilities they need to achieve their strategic objectives.

HSBC Asset Management is a major global asset management firm managing assets totaling USD651 billion as at 30 June 2023, with well-established businesses in Europe, Asia-Pacific, Americas and the Middle East. We are the asset management division of, and wholly-owned by HSBC Holdings plc (HSBC Group), one of the largest financial services organisations in the world. Our investment capabilities span across different asset classes - equities, fixed income, multi-asset and liquidity. HSBC Asset Management is well placed to provide a globally-consistent, disciplined investment process across our capabilities, drawing on the local knowledge and extensive expertise of our team of over 600 investment professionals across over 20 locations around the world.
For more details, please visit www.assetmanagement.hsbc.co.uk.
Source: HSBC Asset Management as at 30 June 2023

ICG are a London based global alternative asset manager, a member of the FTSE 100, with over 33 years' history and managing over €70bn of assets. We operate across structured and private equity, private debt, real assets, and credit. We develop long-term relationships with our business partners to deliver value for shareholders, clients and employees, and use our position of influence to benefit the environment and society. With a 30 year history in our flagship private markets strategy we have a strong track record in delivering alpha and downside protection through market cycles; we also have a reputation for innovation and pioneer new strategies where the market opportunity exists.

IIMPACT Community Capital was launched in 1998 to provide investment management strategies dedicated to driving positive impact in America’s communities. We were founded by a group of leading insurance companies seeking to address the challenges faced by low-income families and individuals through investments that also help investors achieve their financial objectives. Since inception, IMPACT has originated and sourced over $2 billion in impact investments for institutional investors across affordable housing, childcare, healthcare and job creation.

Imperial Fund Asset Management delivers private credit solutions in residential mortgages, leveraging its securitization platform and expertise in asset-based finance, with over $10B in platform securitizations. Through a long-term partnership with A&D Mortgage, a top national non-agency originator, we provide insurers optimized residential loan portfolios balancing yield, liability, and risk.