CME Group’s Traiana operates the leading market infrastructure for post-trade processing and risk management across asset classes and provides client service and risk management technology across the financial sector. Global banks, broker/dealers, buy-side firms and trading platforms use our cross-asset class services to automate risk management and pre-trade/post-trade processing of listed and over the counter transactions.

Firms using our services globally: 2,135

Asset Classes: Bonds, CDS, Equity Swaps/CFD, Cash Equity, ETD, Fixed Income, FX, IRS, Repo

Post-trade experience: 20+ Years

• Contact 1: Steve French, Executive Director, Traiana Products and Services
• Contact 2: Jo Davies, Executive Director, Global Head of Traiana
• Website: www.cmegroup.com
• Thought Leadership Content
• Trade Processing
• Payment and Settlement Optimization
• Trade Lifecycle Management

Watson Wheatley is a privately held FinTech company that specialises in securities reconciliation software for the buy-side. With extensive experience in the financial markets and a reputation for excellent customer service, Watson Wheatley is regarded as the premier provider of reconciliation and data aggregation solutions for asset managers.

Founded in 2007, Watson Wheatley was created to solve reconciliation complexities after building the iRecs system for the largest hedge fund in Europe. iRecs offers a best practice approach for reconciling even the most complex instruments and is now used by hedge funds and asset managers worldwide with a total of $560bn AUM.

• Expertise: Watson Wheatley has significant expertise in data aggregation, complex reconciliation processes and correctional data flows across asset management, private equity, commodities trading, P2P lending and hedge funds in the UK, USA, Hong Kong and Singapore. Senior management has previous experience at Cazenove Capital Management, GLG Partners, BNY and Citi.
• Contact 1: Tom Wheatley, COO
• Website: www.watsonwheatley.com
• Thought Leadership Content
• Reconciliation Best Practise
• The Role of Reconciliation in Managing Operational Risk
• EMIR Reconciliation Overview

Transform your back-office operations and achieve operational excellence with our award-winning fund accounting, transfer agency, and NAV oversight and contingency offering. Find out why leading TPAs, asset managers and transfer agents count on Linedata to keep their most complex portfolios balanced, their clients satisfied and their back offices running smoothly.

• Expertise: Linedata offers a robust, configurable platform of software, data and services that enable our asset servicing, wealth, institutional and alternative clients to grow, operate efficiently, manage change, and provide excellent service to their clients, investors, and stakeholders. With over 20 years’ experience, Linedata delivers humanized technology that empowers leading asset management and credit industry firms worldwide to evolve and operate at the highest levels.
• Contact 1: Ciaran Whooley, Director - Client Relationship Management (Europe)
• Contact 2: Chris Cooke, Senior Sales Manager (North America)
• Website: https://www.linedata.com/?utm_source=Fund%20Operator&utm_medium=Content%20Linking&utm_campaign=Fund%20Operator%202021
• Thought Leadership Content
• Futureproof your fund administration for better performance and profitability
• How COVID-19 is affecting Transfer Agency
• Is it time to take another look at your Contingent NAV options?

Milestone Group is an institutional fintech firm serving the investments industry and is recognized globally as the architect of a new class of digital enterprise and industry level solutions based on its pControl^TM investment platform.

Milestone Group provides a fresh approach to data, process and product management delivering transparency and operational agility as integrated capabilities across key investment and operational functions.

Clients trust Milestone Group to consistently deliver innovative and dynamic solutions backed by deep industry expertise.

• Expertise: pControlTM solutions are driving industry innovation for asset and fund managers, asset owners including pensions and endowments, asset services. Milestone Group are category leaders in NAV automation including fund oversight and Backup NAV capabilities, and are recognised innovators in fund processing and asset allocation solution.
• Contact 1: Paul Roberts, EMEA
• Contact 2: John Herlihy, NA
• Website: www.milestonegroup.com
• Thought Leadership Content
• Asset Allocation Survey Report
• Survey Findings and Conclusions: Outsourcing and Oversight
• Why backup NAVs are a necessity… Are you ready for the worst-case scenario?

SimCorp provides integrated, best-in-class, multi-asset investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, central banks, sovereign wealth funds, and treasury. Deployed on premise or in the cloud, SimCorp’s core solution, SimCorp Dimension®, alongside SimCorp Coric®, SimCorp Gain™, and SimCorp Sofia™ form a powerful and complete solution. Together with a range of managed services, they support the entire investment life cycle, based on a market-leading IBOR. Listed on Nasdaq Copenhagen, SimCorp is a global company, with regional offices across EMEA, North America, and Asia Pacific.

• Expertise: Our multi-asset investment management solutions support the entire investment management value chain and instrument landscape across the front to back office. With flexible deployment opportunities and a built-in Investment Book of Record (IBOR), you can scale along the way as your business grows and client demands change.
• Contact 1: Alan Copping, Head of Market Support
• Contact 2: Claudia Sandager Holm, Head of EMEA Demand & MarTech
• Website: www.simcorp.com
• Thought Leadership Content
• New Reality, New Lessons: How the sharp are sharpening their operating model
• Rethinking Market and Reference Data Management
• Cloud Technology for Improved Client Engagement

SEI is a global fund administrator, developer of investment operating platforms and provider of investment services. We use technology to simplify complex investment processes, reduce risk and drive down costs. Our ‘Enhanced CIO’ solution provides institutional investors with a suite of services to choose from, helping to improve operational due diligence, integrate reporting, meet regulatory and compliance requirements and solve other specific challenges they face. These services include aggregating and reconciling portfolio data, asset allocation analysis, risk management, detailed manager due diligence reports and consolidating performance reporting across asset classes. For more information visit: https://seic.com/ecio-uk

• Contact 1: Kris Shergold
• Contact 2: Patrick Carlevato
• Website: https://seic.com/en-gb
• Thought Leadership Content
• Enterprise Operating Platform for Investment Managers
• The Benchmark Timing Mismatch for Performance Reporting on Private Equity Investments
• Institutional Investment Offices Face a Growing Set of Operational Challenges

FINBOURNE

• Website: https://www.finbourne.com/

SS&C Advent

• Website: www.advent.com

Financial Risk Solutions

• Website: https://frsltd.com/

Clearwater Analytics

• Website: www.clearwater-analytics.com