BofA Securities offers a premier futures, options, and OTC derivatives platform. We are an industry leader in direct exchange memberships and also provide access via third-party relationships. Our 24-hour execution desk in Chicago provides clients a single access point for all global markets. Regional desks in New York, Montreal, London, Hong Kong, Tokyo and Mumbai enhance our client service capabilities. Our electronic trading suite syncs with a wide variety of client front ends offering direct access to 38 exchanges, along with advanced trading algorithms. We have been at the forefront of the new era of OTC derivatives clearing. Our OTC service offering includes derivatives intermediation, cross margining, world class reporting and reconciliation, leading collateral optimization technology, and allocation processing across multiple accounts on a single multi-market and multi-asset platform.
For more information please visit https://www.bofaml.com/content/boaml/en_us/home.html
Credit Suisse AG is one of the world’s leading financial services providers and is part of the Credit Suisse group of companies (referred to here as ‘Credit Suisse’). Our strategy builds on Credit Suisse’s core strengths: its position as a leading wealth manager, its specialist investment banking capabilities and its strong presence in our home market of Switzerland. We seek to follow a balanced approach to wealth management, aiming to capitalize on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific and other emerging markets, while also serving key developed markets with an emphasis on Switzerland. Credit Suisse employs approximately 48,800 people. The registered shares (CSGN) of Credit Suisse AG’s parent company, Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. Further information about Credit Suisse can be found at
Further information about Credit Suisse can be found at www.credit-suisse.com.
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
Citi’s integrated business supports clients from pre-trade to execution and post-trade. Citi Equities provides insights, a broad range of products and services and round-the-clock market access for equities and equity-linked instruments, including tailored solutions to accommodate more complex trading strategies. Citi Prime Finance offers prime brokerage, securities lending and financing, agency securities lending, and global capital introductions to help hedge funds manage risk, improve efficiency and achieve their long-term business objectives. Citi Futures, Clearing and Collateral Management delivers futures execution, OTC derivatives clearing, derivatives intermediation and collateral management services to support operational, asset optimization and liquidity needs.
Industry recognition includes: #1 Agency Lending Regional Provider APAC, Highest Average Score from Global Investor (2019); Bank of the Year and Equity Derivatives House of the Year from IFR (2019).
For more information please visit citi.com
UBS Investment Bank provides corporate, institutional and wealth management clients with expert advice, innovative solutions, execution and comprehensive access to international capital markets. It offers advisory services and provides in-depth cross-asset research, along with access to equities, foreign exchange, precious metals and selected rates and credit markets, through its business units, Global Banking and Global Markets. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities.
For more information please visit ubs.com
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.
Our purpose is creating opportunities to rise. We support sustainable and inclusive growth by connecting the ideas, innovations and aspirations of our customers and clients to the capital that can bring them to life. For over 325 years we have funded progress, and today we remain committed to helping make our world more sustainable, more inclusive and more connected.
For more information please visit https://www.investmentbank.barclays.com/
The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world.
To learn more, visit gs.com.
Katten is a full-service law firm with nearly 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include commercial finance, corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, and trusts and estates. Katten represents public and private companies in numerous industries, including a third of the Fortune 100, as well as a number of government and nonprofit organizations and individuals. For more information, visit katten.com.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.
Northern Trust is the premier provider of Whole Office solutions for some of the world’s most successful and complex asset managers and asset owners. We support and service all fund types across multiple domiciles, from traditional ’40 Act mutual funds, to some of the most complex hedge and private capital structures available today. We operate as a partner to our clients, providing dynamic and customizable solutions to support their investment strategies. From market insights to regulatory and tax support and fund launch consultation, Northern Trust is focused on helping our clients build and evolve in an ever-changing marketplace. We provide the full suite of products from fund accounting/administration, operations outsourcing and custody to innovative data driven solutions designed to lower costs, increase efficiency, and enable fund growth. We operate globally across a single technology platform, supporting 700+ asset manager clients located in 53 countries, with $12.1 trillion in assets under custody/administration.
To learn more about our services please visit: https://www.northerntrust.com/united-states/what-we-do/asset-servicing
To view our latest industry reports, research and insights please visit: https://www.northerntrust.com/united-states/insights-research/asset-servicing
PGIM Fixed Income 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. As of September 30, 2020, the firm has $946 billion of assets under management including $402 billion in institutional assets, $187 billion in retail assets, and $357 billion in proprietary assets. Over 850 institutional asset owners have entrusted PGIM Fixed Income with their assets.
For more information please visit https://www.pgim.com/fixed-income/.
PwC’s alternative asset management practice helps create the edge you need. We bring a broader, deeper spectrum of skills across all segments of the alternatives industry, delivered with energy, passion, teamwork and the proven ability to develop customized solutions for you. As a global asset management leader, PwC is unsurpassed in its depth of knowledge and experience to the alternative asset management industry. Through our global network of firms, with more than 223,000 people in 157 countries, we provide quality assurance, tax and advisory services to many of the world’s most successful companies.
For more information please visit https://www.pwc.com/gx/en/industries/financial-services/asset-management.html
With over 12,000 employees in more than 40 countries, Societe Generale Corporate & Investment Banking is present in all major markets and is built on the overriding principles of client service over the long term and sound risk management. Supporting its clients across sectors, we tailor solutions for clients by capitalizing on our worldwide expertise in investment banking, global finance, and global markets. For issuers, we provide a global advisory approach and capital-raising solutions. For investors, we offer investment opportunities and risk management.
For more information please visit https://www.societegenerale.com/en/home
We understand that increasing regulations, risk management and volatility are some of the biggest challenges institutional investors like you face today. These challenges inspire our solutions.
By partnering with us, you will have a single source of data at your fingertips to trade with immediacy and manage the customized requirements of diverse investors. Our integrated platform provides you with greater visibility and control of the entire investment lifecycle from front-to-back. We have developed a flexible operating model to help eliminate the complexities that come with greater diversification into multi-asset classes.
In challenging times, our hedge fund experts will ensure you can maximize value from the platform and our ongoing investment in data-driven solutions can help you capture that competitive edge.
To know more about our alternative investor solutions, visit https://www.statestreet.com/home.html.
U.S. Bank Global Fund Services understands the challenges facing managers. For over 50 years, our clients have relied upon the resources, strength and financial stability of U.S. Bank to provide the expertise and systems necessary to support the highest quality services for each of their specific products. We concentrate on bringing you the flexibility, accuracy and efficiency needed, so you can focus on your strengths – investment management and asset growth.
Whether you use our complete package or just one, you’ll get the latest in fund technology and the complete attention of our industry professionals. From hedge funds, private equity and fund of funds, to separately managed accounts, registered funds and exchange-traded products, we know the conversation doesn’t end with the contract. We are dedicated to helping you succeed.
For more information about our comprehensive suite of alternative services, exchange traded products, or mutual funds, visit usbank.com/globalfundservices.
Wells Fargo Prime Services, offers a comprehensive set of services and solutions for alternative asset managers. With a strong focus toward servicing our customers, we help managers meet their operational and financial goals with integrated financing, technology and operational solutions as well as capital introduction, business consulting, risk services and bespoke financing solutions.
As part of Wells Fargo, one of the strongest and best-capitalized banks in the world, we deliver the full resources of a best-in-class financial institution to help managers capture market opportunities and become efficient while growing assets. Our multi-asset class platform delivers critical financing, execution and clearing services while our hands-on service model provides the foundation for partnership.
For more information please visit wellsfargo.com/primeservices
Enfusion’s investment management software-as-a-service platform removes traditional information boundaries, uniting front, middle and back-office teams on one cloud native system and across one golden data set. Through our industry-leading software, analytics, and middle/back-office managed services, we create enterprise-wide cultures of real-time, data-driven intelligence, boosting agility, and powering growth.
As a Fintech leader and pioneer in developing innovative solutions, Enfusion partners with 500+ investment managers from nine global offices spanning four continents. In 2020, HFM named Enfusion as the “Best Overall Technology Firm”, “Best Trading & Execution Technology”, “Best Integrated Solution” and Best Managed Services Provider”. For more information about its technology and Managed Services capabilities visit: https://www.enfusion.com/.
Since our founding in 1985, BarclayHedge has built a trusted reputation for connecting institutional investors with the data they need to thrive in the tumultuous world of alternative investments. Our industry-leading Alternative Investment Database helps investors analyze the performance of more than 6,900 live and up-to-date hedge funds and managed futures programs worldwide. Our core offerings — the Barclay Hedge Fund Database and the Barclay Managed Futures (CTA) Database — provide the performance rankings published globally in industry journals and directories. We have created and now update 47 proprietary indices tracking the performance of alternative investments. We publish a Hedge Fund Index and 29 sub-indices tracking the most important hedge fund sectors. We also provide 10 indexes covering CTAs/managed futures and 7 UCITS indexes.
Every week, Hedge Fund Alert delivers the early intelligence you need to anticipate money-making openings in the fund-management arena. The newsletter tells you what tight-lipped fund managers don’t want you to know. It also uncovers the secret moves of investors and other industry players. See for yourself — sign up for a 3-week FREE trial subscription to Hedge Fund Alert. Start your free trial at https://www.greenstreet.com/news/hedge-fund-alert or call 201-659-1700.
Hedge Fund Research, Inc. (HFR) is the hedge fund industry’s “go to” provider of hedge fund index information. We deliver over 200 indices to our clients across the world for their vital hedge fund benchmarking and performance measurement needs. Beyond indices, HFR delivers high-value visibility into private hedge funds and publicly available liquid alternatives through our hedge fund databases. Our quarterly research reports deliver the latest industry trends to institutional investors and asset managers, who seek to identify both broad and narrow developments across the global hedge fund space.
For more information please visit hedgefundresearch.com
Preqin is the home of alternative assets, providing indispensable data, solutions and insights to support alternative asset professionals at every stage of the investment cycle. Since 2003, we have been the most trusted source of information on alternative assets, spanning private equity, venture capital, hedge funds, real estate, infrastructure, private debt, natural resources and secondaries. Our products and services are relied upon by more than 60,000 industry participants in over 90 countries, for a range of activities including fundraising, investor relations, asset allocation, fund manager selection and business development. Preqin is an independent business with over 500 staff based in New York, London, Chicago, Singapore, San Francisco, Hong Kong, Guangzhou and Manila.
For more information please visit https://www.preqin.com/