Clients & Partners

Indus Valley Partners (IVP) is a global provider of front, middle and back-office technology solutions, consulting and “digital-first” managed services to over 160 of the most prestigious fund managers on the buy side.

Hedge funds, private equity firms and other traditional and alternative asset managers rely on IVP’s expertise as a thinking partner and best-of-breed platforms to digitally transform and future-proof operations – reducing their costs, improving control and increasing productivity across their enterprise.

Founded in 2000, IVP remains at the forefront of moving Finance ForwardTM with approximately $4 trillion of global AUM managed using its technology and $1.6 trillion AUM reported through its regulatory reporting solution. IVP is headquartered in New York with additional offices located in Salt Lake City, Dallas, London, Mumbai and Noida.

For more information, visit www.indusvalleypartners.com.

Insight Investment is a specialist global asset manager across liability driven investment, fixed income, multi-asset and absolute return strategies.

Instinct delivers digital first solutions to simplify investment communication and redefine how investment managers engage with their clients.

We offer an integrated suite of reporting solutions that help investment firms digitally engage and communicate with their investors across marketing, sales and client services. Powering all our solutions is AMID, a digital-first investment communication platform that enables investment firms to deliver accurate data, consistent reporting standards and a superior client experience – faster and at scale across digital and traditional channels – from one single platform.

IBT Technologies utilises AI to create agentic solutions in private, structured and public credit. We leverage advanced analytical AI and large language models to drive productivity, improve portfolio returns, and proactively identify and mitigate potential risks across diverse segments of the debt market. Additionally, we specialize in providing tailored AI-driven and quantitative modeling solutions for all debt asset classes and over-the-counter (OTC) derivatives.

Invesco is an independent investment management firm dedicated to delivering innovative solutions and creating greater possibilities for our clients.
We offer a wide range of single-country, regional and global capabilities across major equity, fixed income and alternative asset classes, delivered through a diverse set of investment vehicles. We have a broad and deep presence in key markets across the globe and a proximity to our clients with an on-the-ground presence in more than 26 countries and over 8,400 employees.
That’s why we are trusted to manage US$1.795 trillion in assets on behalf of our clients worldwide (as of September 30 2024).

At Janus Henderson Investors, we believe working together is the way to work better.

We know that when we're investing in a brighter future for over 60 million people*, that's over 30,000 people for each Janus Henderson employee. So in everything we do, we strive to keep your goals and our expertise in perfect harmony.

Many of the world’s leading investors – from individuals to institutions across the globe – have entrusted us with approximately $226 billion* in assets and rely on us to provide world-class investment solutions and advice.

We pride ourselves on being at the forefront of complex financial markets, uncovering the best investment opportunities to deliver long-term value for our clients.

*As of December 31, 2024. Includes those of Lazard Asset Management LLC (New York) and its affiliates as well as those of Lazard Frères Gestion (Paris) or other asset management businesses of Lazard, Inc.

L&G – Asset Management, America has invested on behalf of our institutional clients since 2006. We are the US division of a global platform that has been helping clients achieve their goals for 189 years.1 With approximately $1.5 trillion in AUM, L&G today is the ninth largest asset manager in the world as measured by total worldwide AUM.2,3

In the US, we draw on broader L&G’s heritage of expertise and full global power as we seek to innovatively solve complex challenges for our clients and improve client outcomes. Our investment philosophy and processes are rooted in deep credit and risk management experience, a solutions-oriented approach and a relentless focus on improving client outcomes over the long term, reflecting our parent company L&G’s purpose:

“Investing for the long term. Our futures depend on it."

LGT Capital Partners is a privately-owned global multi-alternatives firm with a sustainable investment approach.

With USD 110 billion of assets under management, we are a leader in alternative investing. We provide investment solutions that leverage our expertise in private markets, diversifying strategies as well as dedicated sustainable and impact strategies.

Linedata helps the funds industry in London and globally achieve better operational outcomes and sustained profitability with a full suite of software, services, data, AI/ML, and analytics. With 25 years of experience and 700 clients in 50 countries, our 1,100 employees are experts at helping firms like yours achieve their desired business outcomes. Our asset management platform helps fund managers streamline portfolio management. Fund accounting and transfer agency solutions enable fund administrators to achieve operational excellence and enhance client service. Compliance and fund oversight solutions help firms protect their reputations and comply with legal requirements. Analytics and AI/ML solutions unlock value and reduce risk, while our outsourcing and technology solutions control costs and provide scalability for institutions of all sizes and strategies.

At Lombard Odier Investment Managers, we are rethinkers with one goal in mind. To provide our clients with outstanding investment solutions that meet their needs for the long term and evolve to thrive in the challenging world in which we all live.

We are focused investment specialists, seeking out investment opportunities that lie on less trodden paths, where our diverse and talented team can add genuine, persistent, value to our clients. We constantly rethink what we know and do, innovating to create new strategies and develop new ways of investing.

We believe that the next economic revolution has already begun and that sustainability will be a major driver of returns for the foreseeable future and beyond. For those with the skills to adapt to this new reality, sustainability will create new sources of alpha, open up new investment opportunities and lead to enhanced return and reduced portfolio risk.

Our team of sustainability experts combine sophisticated data sources, academic rigour and technical innovation to create leading-edge, science-based tools that provide unique insights that are available to all our investment professionals.

These unique insights are reflected directly in our growing range of dedicated sustainable investment strategies that are aligned to this core belief - That our economic model must move from being Wasteful, Idle, Lopsided and Dirty to become Circular, Lean, Inclusive and Clean. We call this The CLICTM Economy.

With more than 160 investment professionals, we are a global business with a network of 13 offices across Europe, Asia and North America and have assets under management of 70 billion CHF (as at 31 August 2021).

Since 1926, Loomis, Sayles & Company has helped fulfil the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, risk-adjusted returns for clients.

LSEG is a leading global financial infrastructure and data provider. We play a vital social and economic role in the world's financial system.

With our open approach, trusted expertise and global scale, we enable the sustainable growth and stability of our customers and their communities.

Lyxor Asset Management is a specialized European asset manager, originally part of Société Générale, known for active, passive (ETFs), and alternative investments like hedge funds, with a strong focus on research and risk management, now owned by Amundi, with its U.S. business recently acquired by Wilshire.

We're part of M&G plc, an international savings and investment business, with the shared purpose to give everyone real confidence to put their money to work.

We offer access to a broad range of capabilities that span both public and private assets, including fixed income, equities, multi-asset, real estate, private credit, infrastructure and private equity.

MacKay Shields is a global boutique investment firm with $134 billion in assets under management (as of 6/30/2023).
We provide investors with specialty fixed income expertise across global fixed income markets including municipal bonds, structured credit, corporate credit and emerging markets debt.
For decades, our dedicated teams of specialists have delivered customized solutions backed by disciplined research and a commitment to delivering long-term value for its clients.

We are market leaders in the provision of legal, fiduciary, fund, entity formation and management and regulatory and compliance services, with expertise across a range of jurisdictions, sectors and disciplines.

At Mercer, we believe in building brighter futures.

For 80 years, we’ve been helping our clients, colleagues and communities build the confidence to thrive, creating healthier and more sustainable futures.

Together, we’re helping our clients realise their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people. We do this by meeting the needs of today and tomorrow. By understanding the data and applying it with a human touch. And by turning ideas into action to spark positive change.

MetLife Investment Management (MIM) serves institutional investors around the world by combining a client-centric approach with long-established asset class expertise. Focused on managing Fixed Income, Private Credit and Real Estate assets, we aim to deliver strong, risk-adjusted returns by building sustainable, tailored portfolio solutions. MIM, with $586.6 billion of total assets under management as of June 30, 2024, leverages the broader resources of MetLife and its 155-year heritage to skillfully navigate market cycles.

MFS Investment Management is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund.

Milestone Group provides advanced software solutions to the funds management industry for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers.
We recognize the central role of technology enabled operating models in transformation initiatives, competitive positioning and in addressing industry efficiency to improve overall business health, investor returns and satisfaction. Milestone Group is committed to creating innovative technology solutions that unlock, create and deliver benefits to market participants across the investment value chain.

Mondrian is an employee-owned investment management firm with offices in London, Philadelphia and Singapore. We are value investors across the globe in both equity and fixed income asset classes. Founded in 1990, we have employed a rigorous fundamental research process that is the foundation of our success. Mondrian’s well-resourced investment team manages assets on behalf of over 250 institutional client accounts.

Moody’s Analytics provides financial intelligence and analytical tools to help business leaders make better, faster decisions. Our deep risk expertise, expansive information resources, and innovative application of technology help our clients confidently navigate an evolving marketplace. We are known for our industry-leading and award-winning solutions, made up of research, data, software, and professional services, assembled to deliver a seamless customer experience. We create confidence in thousands of organizations worldwide, with our commitment to excellence, open mindset approach, and focus on meeting customer needs. For more information about Moody’s Analytics, visit our website or connect with us on Twitter or LinkedIn. *Moody's Analytics, Inc. is a subsidiary of Moody's Corporation (NYSE: MCO). Moody’s Corporation reported revenue of $4.8 billion in 2019, employs approximately 11,200 people worldwide and maintains a presence in 40 countries.

Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

Muzinich & Co is a privately owned, institutionally focused investment firm providing partnership solutions in public and private credit markets, globally. The firm was founded in New York in 1988 and has offices in London, Frankfurt, Madrid, Manchester, Milan, Paris, Singapore, Zurich and Dublin. Muzinich offers a broad range of corporate credit strategies in developed and emerging markets, managing more than $36bn of assets on behalf of investors worldwide. The firm has 250 employees in 15 offices globally, of which 111 are investment professionals (data as at 31st July 2023).

Diverse solutions. One purpose. Yours.
Everyone has unique investment objectives. No matter your approach, we can help. Drawing on the diverse expertise and perspectives of more than 15 experienced active investment managers we deliver a wide range of solutions across asset classes, styles and vehicles all designed with one end goal in mind - yours.

Nephila Capital has managed institutional assets in the reinsurance space for over 20 years.
Today, we have an exceptional team of dedicated individuals with diverse talents and backgrounds. In November 2018, Markel Group Inc. (NYSE-MKL) a global specialty insurer and investment company headquartered in Richmond, Virginia, acquired 100% of the equity of Nephila Holdings Ltd.

Neuberger Berman was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.
As a private, independent, employee-owned investment manager, Neuberger Berman is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission. And with our employees and their families invested alongside our clients—plus 100% of employee deferred cash compensation directly linked to team and firm strategies—we are truly in this together.

From offices in 39 cities across 26 countries, Neuberger Berman manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. With 760 investment professionals and 2,834 employees in total, Neuberger Berman has built a diverse team of individuals united in their commitment to client outcomes and investment excellence. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us citations as first or second (among those with 1,000 or more employees) in the Pensions & Investments “Best Places to Work in Money Management” survey each year since 2014.

New England Asset Management (NEAM) strives to be integral to the success of our insurance industry clients by providing investment management solutions through a team of skilled professionals dedicated to delivering exceptional client service. We aim to build true, enduring relationships with our insurance company clients and do so by combining three core attributes: dedicated teams, actionable tools and tailored solutions.