Asset owners

Provide fiduciary oversight for plan success

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20,000+

Institutional plans processed on our platform

910,000+

Portfolios processed on our platform

9.2T+

In assets under advisement benefit from our insights

Gain actionable insights to proactively manage asset pools, validate investment strategies, and perform the fiduciary oversight that informs plan success.

Value to asset owners

  • Take control of your institutional assets

    Harness robust data and analytics to validate investment strategies, provide fiduciary oversight, and proactively manage asset pools for plan success.

  • Benchmark against peers

    Gain valuable insights and inform investment decisions when you compare your plan to similar peers on asset allocation, performance, risk and more.

  • Maximize returns and minimize risks

    Identify key return drivers and analyze factors contributing to fund performance and risk exposures. Uncover opportunities to maximize returns while meeting liquidity requirements.

  • Automate regulatory reporting

    Navigate and comply with global regulatory mandates with streamlined data aggregation, comprehensive analytics, automated regulatory reporting and filing.

  • Leverage enriched data

    Complement your clients’ data strategy with our managed index data services.

  • Gain competitive advantages with our services

    Maximize value and return on investment when you tap into our expert services to manage day-to-day reporting needs or to consult on, implement and support solutions with industry best practices.

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    Solutions for asset owners

    PARis

    Data aggregation, analysis and reporting for all institutional plan types on one platform.

    Learn more

    Revolution

    Multi-asset class performance, risk, attribution and ESG analytics.

    Learn more

    Style Analytics®

    Transparency into fund performance drivers and changes in factor exposures.

    Learn more

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