Clients & Partners

New Forests is a global investment manager of nature-based real assets and natural capital strategies.

We manage a diversified portfolio of sustainable timber plantations and conservation areas, carbon and conservation finance projects, agriculture, timber processing and infrastructure.

We aim to generate shared prosperity for our clients and the communities in which we operate and accelerate the transition to a sustainable future.

Ninety One is an active, global investment manager with distinctive capabilities in global equities, differentiated fixed income and credit, and emerging markets. We are committed to providing our clients with long-term investment returns. We aim, also, to invest in ways that make a positive difference to people and the planet. Our legacy and experience give us a special perspective on the opportunities presented by developing markets and the energy transition.

We are a financial services company active in 10 countries, with a strong presence in a number of European countries and Japan.

Our purpose is to enable dreams and aspirations for a greater good. We strive to be personal, expert and responsible – to deliver great customer service and contribute to successful and sustainable economic development in the Nordics. Our vision is to be the best-performing financial services group in the Nordics, accelerating through our scale, people and technology.

We have a strong market position within our four business areas: Personal Banking, Business Banking, Large Corporates & Institutions and Asset & Wealth Management. The financial sector is in a unique position to enable the transition to a more sustainable future, and we take our role seriously. We are committed to becoming a net zero bank by 2050 at the latest and to this end we enable sustainable choices for our customers, engage in active ownership and drive change through our lending and investment decisions.

Our unique technological capabilities, multi-faceted investment strategies and culture of integrity shape our position as a leading financial services provider.
Northern Trust Corporation is a preeminent global financial institution that provides asset servicing, investment management and wealth management services for institutions, high net-worth individuals and families. For more than 130 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Today, we have more than 23,000 employees around the globe and manage more than $1.8 trillion (as of December 31, 2025) in assets for our clients.

We earn our clients’ trust by staying true to our steadfast fiduciary heritage and providing exceptional service tailored to each client’s specific needs. Our market-leading technological capabilities allow us to deliver the highest level of service to our clients with speed and precision.

Nuveen is the asset manager for TIAA, one of the world’s most highly rated insurance companies. We leverage our deep expertise in partnering with insurance clients to tailor capital-efficient solutions to meet complex portfolio construction needs. Our platform of $1.3 trillion in AUM offers differentiated investments across private credit and private equity, real assets, fixed income, and responsible investing focused strategies. For more information, please visit www.nuveen.com/insurance. *As of 31st December 2024

We’re an entrepreneurial asset manager unlocking institutional capital to invest in the people, ideas and industries that will change the world.

Octopus Capital is part of Octopus Investments, and we invest in the people, ideas and industries that will change the world.

With deep expertise in alternative assets, we deploy institutional capital where it can help drive strong returns and lasting change to solve some of society’s biggest challenges.

We focus on real estate, infrastructure, and private debt – sectors where capital can be a force for good.

As a leading provider of technology and solutions for risk and return management Ortec Finance works with institutional investors on a global basis. We provide solutions for forward-looking balance sheet simulation to enhance strategic risk management and investment decision-making. This is accomplished through the harnessing of cutting-edge technologies, methodologies by our expert development and consulting teams. Ortec Finance’s strength lies in an effective combination of advanced models, innovative technology, and in-depth market knowledge. Investment professionals rely on this combination of skills and expertise to help them better analyze risk-return in their portfolios.

We bring together four businesses that have been at the heart of post trade evolution and innovation for more than 25 years: MarkitServ, Traiana, TriOptima & Reset.

1,400 Post Trade Professionals, 8 Global Office Locations
Together, we play a critical role in supporting global financial markets, connecting thousands of counterparties on our multi-asset networks that underpin the post trade lifecycle from trade capture, through portfolio optimisation, to clearing and settlement.

INVESTMENT STRATEGIES. Leveraging our specialist expertise, we seek the best investment opportunities across private equity, real assets and private credit.

Leaders in direct indexing and other custom solutions for more than 30 years

Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients.

We continue to innovate and build on a history of helping investors access efficient market exposures, solve implementation challenges, and design portfolios that respond to investors’ evolving needs. Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.

We are one of the largest privately-owned global investment advisers. Founded in 1983, we manage fixed income and equity portfolios through domestic and international solutions. Advising the world's leading institutions and individual investors, we provide customized solutions and real-world strategies on the global economy and capital markets.

PGIM Fixed Income, with $890 billion in assets under management as of March 31, 2022, is a global asset manager offering active solutions across all fixed income markets. The company has offices in Newark, N.J., London, Amsterdam, Zurich, Munich, Singapore, Hong Kong, and Tokyo.

We're a long-term savings and retirement business with over £295 billion of assets under administration.

We offer our c.12 million customers a range of products through our trusted pensions, savings and life insurance brands.

It’s our mission to help everyone achieve the retirement they want and stay with them for the whole journey.

We are a leading European asset manager, overseeing investments across a range of equity, fixed income, alternative and multi asset products. We serve some of the world’s largest financial institutions and their clients.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help give our clients an edge as they pursue their long-term goals.

Founded in 1990, PPM is a US-based institutional asset manager with $70.27 billion in assets under management as of June 30, 2023. We have the experience to provide client investment solutions in public fixed income, private equity and private debt. Our investment approach is guided by team-based values and our firm size which allows us to remain nimble and investment-led. For more information, please visit PPM’s website at ppmamerica.com.
PPM is an indirect, wholly owned subsidiary of Jackson Financial Inc. (Jackson, NYSE: JXN), a publicly traded company.

Our clients deserve specialized, research-driven investment solutions from experienced global managers. Start with Principal Asset Management.

Profidata Group is a privately owned Swiss provider of investment management software and software as a service solutions, founded in 1985. Its headquarters are located in Zurich. The company has subsidiaries and representative offices in Frankfurt am Main, Saarbrücken, Luxembourg, London and Singapore.

With more than 100 implemented customer projects, Profidata Group has proven expertise and a 100% success rate in implementing complex requirements for a wide range of customer profiles in the Banking, Insurance as well as Fund Administration & Management sector.

Profidata’s flagship solution XENTIS, the modular investment management solution and today’s choice for leading asset management companies efficiently supports various core areas of investment management across the entire value chain from NAV calculation, portfolio management up to regulatory requirements, such as investment compliance (pre/post-trade) or regulatory reporting. XENTIS is currently used by 5000+ active users in Europe to manage assets worth over 4.5 trillion EUR and to price more than 33’000 funds and about 50’000 mandates. XENTIS’ comprehensive functionality not only fully supports and automates the entire investment process but is highly appreciated by our clients as it generates efficiency gains in terms of cost and time next to ensuring regulatory compliance and data accuracy.

We're an alternative asset manager specializing in credit and niche asset opportunities and origination platforms.

Quoniam is a leading systematic, data-driven asset manager with 25 years of experience and offices in Frankfurt and London. We provide professional investors worldwide with smarter alpha and a more thoughtful way of investing, bringing clarity and precision to a complex world. Our approach involves harnessing the power of science-based research enhanced by AI to generate consistent, high-quality, risk-adjusted returns.

Since 2003, RavenPack has been one of the leading data analytics providers in financial services, and our journey continues as we are now expanding into new markets.

We believe data is our most valuable resource and we must harness its full potential in everything that we do.

We are more than 200 team members, representing over 30 distinct nationalities, and we speak more than 24 different languages. While we value our diversity, we all share a common passion for advancing information technology and having a positive impact on our society.

We help organizations extract value and insights from large amounts of information — quickly and easily. Our products allow clients to enhance returns, reduce risk and increase operational efficiency. Today, we serve some of the most sophisticated banks, hedge funds, and organizations in the world.

Partnering with clients to deliver optimal outcomes across asset classes.

We offer clients deep expertise in specialist fixed income and equities, with ESG factors integrated into applicable investment processes.

Our business is built on a culture of collaboration and consistently delivering excellence.

Rimes provides transformative enterprise data management, ESG and investment intelligence solutions to the global investment community. Driven by our passion for solving the most complex data problems, we partner with our clients to help them make better investment decisions using accurate information and industry-leading technology. Headquartered in New York and London, Rimes serves its global clients through offices in Europe, Americas and Asia Pacific.

Robeco is an international asset manager and specialist in Quant and Sustainable Investing, offering active investment strategies from equities to bonds.

Owned by clients. Managed for clients. We’re a different kind of asset manager.
As an integral part of customer-owned mutual Royal London, we put our clients at the heart of what we do.

Being part of a mutual allows us to focus on the long term for your benefit, without the shareholder pressures faced by many other financial services providers. At Royal London Asset Management you fill find proven solutions, a principled approach, and a trusted partner.

It’s asset management excellence with a longer-term perspective.

Ruffer provides investment management services for different institutions, including pension funds, family offices, wealth managers, local governments, corporations, investment companies and insurance companies.

Our investment process is different to most. It is designed to protect and then grow the value of our investors’ portfolios – avoiding large losses and harnessing the power of compounding over time.

It’s by putting safety first that we have made good money for our investors. Through boom and bust. For over 31 years.

Russell Investments is a global investment solutions firm with US$301.5 billion in assets under management (as of 30 June 2024). We serve clients in 30 countries from 16 offices located in major financial centers in North America, Europe, and the Asia-Pacific region.

As a consultant to some of the world’s largest pools of capital, Russell Investments offers a comprehensive range of services through its advisory, asset management, and customized portfolio solutions businesses.

Data as of 30 June 2024

Sage Advisory Services is a privately owned and independent investment management firm located in Austin, Texas, with over $27 billion of AUM/AUA. We are a fixed-income specialist focusing on low-to-moderate-beta fixed income portfolios, multi-asset solutions, and sustainable investing overlays. The insurance industry represents our largest corporate line of business and includes 65 relationships (commercial/alternative risk) operating in 23 domiciles (domestic/offshore). Across this base, we manage highly customised portfolios for liquidity, reserve, and surplus pools of risk. As an award-winning firm in the insurance space, we have assembled an insurance-dedicated service team to meet the unique and nuanced needs of the industry.

A trusted partner to insurance companies, Schroders Insurance Asset Management has the experience, knowledge and flexibility to deliver innovative solutions within a dynamic investment and regulatory landscape. We manage over £117bn* of assets for our insurance clients globally, covering Life, P&C and General Insurance, including the Lloyd’s of London market (*as at 30 September 2023).
We offer expert relationship management, regulatory, capital and ALM technical support and a dedicated insurance client services team to partner with insurers in achieving their goals. This dedicated resource harnesses Schroders’ investment capabilities across public and private asset classes to structure customised, client-focused portfolios delivered through an insurance lens.