Directory of Portfolio Analytics Services for Fund Managers

Here we will maintain directory of portfolio analytics services for Asset Managers, Hedge Funds, Private Banks, Prime Brokers, Pension Funds, Wealth Managers and more… This will be helpful for aspiring Risk Managers as well to keep up with trends in the industry. The list is categorized by the primary area a company specializes and will be updated regularly.

Courtesy http://www.iearnings.com for the basic list.

Risk Management

1. AIM-TO http://www.aim-to.com/  risk management
2. AXIOM SL http://www.axiomsl.com/solutions.html
3. BiTA Risk http://www.cor-fs.com/et.cfm?eid=1054
4. FinAnalytica http://www.finanalytica.com/
5. Financial Risk Group http://www.frgrisk.com/
6. FRS Global http://www.frsglobal.com/
7. LucidRisk http://www.lucidrisk.com/about.html
8. Panopticon http://www.panopticon.com/index.php
9. Riskelia http://www.riskelia.com/
10. QuantFactors http://www.quantfactors.com/
11. Quantal http://www.quantal.com/
12. RiskMetrics Group http://www.riskmetrics.com/
13. RiskSpan http://www.riskspan.com/
14. VPD http://www.vpd.biz/
15. RaiserPartner http://www.raisepartner.com
16. Savitar Consulting www.savitarconsulting.com/

Buy Side

Athena Investment Systems http://www.athenasystems.com

XBRL Tools

1. Altova http://www.altova.com/solutions/xbrl-tools.html
2. EDGAR Online http://www.edgar-online.com
3. JustSystems http://na.justsystems.com/xfyXBRLReport

Fixed-income

1. B&F Capital Markets http://www.bfcmi.com/index_1024.html
2. Algorithmics http://www.algorithmics.com/EN/ fixed income markets
3. Bond Edge http://www.bondedge.com
4. Brightscope http://www.brightscope.com/
5. Cain Brothers http://www.cainbrothers.com/products/capital_products.cfm
6. EXENET http://www.exenet.com/
7. LineData http://www.ldsam.com/linedata_risk_analytics.html
8. MarketAxess Holdings http://www.marketaxess.com/
9. Rivet Software http://www.rivetsoftware.com/

Hedge Funds

1. Backstop Solutions http://www.backstopsolutions.com/
2. AIB Capital Markets http://www.aib.ie/servlet/ContentServer?pagename=AIB_CapitalMarkets/CMHP_Homepage&channel=CMHP
3. Bravura Solutions http://www.bravurasolutions.com
4. EzeCastle http://www.eci.com/
5. Ferential http://www.ferential.com/fsidnn2/
6. Financial Tradeware http://www.f-tradeware.com/
7. Paladyne http://www.paladynesys.com/
8. Penny It Works http://www.pennyitworks.com/
9. Reuters HedgeWorld http://www.hedgefunds.net/
10. Spectrum http://sgfallc.com/Spectrum/

Asset Management

1. BI-SAM http://www.bi-sam.com
2. Clear Water https://www.clearwateranalytics.com/
3. StatPro http://www.statpro.com/
4. Opturo http://www.opturo.com

Data Management

1. Cervalis http://www.cervalis.com/
2. eVestments https://www.evestmentalliance.com/next/
3. eSignal http://www.esignal.com/
4. FactSet http://www.factset.com/
5. Kalahari http://www.kalahari.co.uk
6. Quantum4d http://www.quantum4d.com/
7. Carry Quote http://www.carryquote.com
8. Screen Consultants http://www.screenconsultants.com/
9. Masfin Consulting http://www.masfin.com
10. Microsoft FRx http://www.microsoft.com/FRx/default.mspx
11. Princeton Financial http://www.pfs.com
12. Rimes http://www.rimes.com
13. SolveXia http://www.solvexia.com/

Treasury Management

1. City Financials http://www.cityfinancials.com/
2. Fermat SA http://www.fermat.fr/
3. Shadow Financial Systems http://www.shadowfinancial.com
4. Telmera http://telmera.com/products.html

Investment Research

1. FINCAD http://www.fincad.com/
2. FireRock http://www.firerockresearch.com
3. Highline Financial http://www.highlinefi.com
4. Interactive Data http://www.interactivedata.com/
5. Moody’s http://www.moodys.com/cust/default.asp
6. Morningstar http://www.morningstar.com
7. Northfield http://www.northinfo.com/
8. Please Act Accordingly http://www.pleaseactaccordingly.com/
9. PerTrac http://www.pertrac.com/
10. QSG http://www.qsg.com
11. Style Research http://www.styleresearch.com/
12. Wilshire http://www.wilshire.com/

Performance Analysis

1. Mercer http://www.mercermpa.com
2. Markov Processes http://www.markovprocesses.com/products/mpistylusprosuite.htm
3. Mercer GIMD https://ww1.mercergimd.com
4. Numeric http://www.numericanalytics.com/services.html
5. PerTrac http://www.pertrac.com
6. Tao http://www.taoanalytics.com/
7. Thomson Reuters http://www.thomsonreuters.com/products_services/financial/portfolio_analytics

Trade Management and Compliance

1. Charles River http://www.crd.com/
2. Model Route for equity options http://modelroute.com/index.html
3. EQ International http://www.eqimpact.com/
4. ConvergeEx group http://www.convergex.com/
5. Fernbach http://www.fernbach.com/fs/  For Banks
6. Fidessa http://www.fidessa.com/
7. FlexTrade Systems http://flextrade.com/
8. GL Trade http://www.gltrade.com/en/
9. Indus Valley Partners http://www.indusvalleypartners.com/
10. International Fund Services http://www.imsi.com/
11. ITG http://www.itg.com/
12. Lombard Risk Management http://www.lombardrisk.com/
13. MISYS http://www.misys.com/
14. Omgeo http://www.omgeo.com/
15. Sophis http://www.sophis.net
16. Tullett Prebon http://tullettprebon.com/
17. TwoFour http://www.twofour.com/
18. Traiana http://www.traiana.com/
19. WJT Global Solutions http://www.wjtglobal.com/

Overall Portfolio Management

1. Alpha Theory http://www.alphatheory.com
2. AlternativeSoft http://www.alternativesoft.com
3. APT http://www.apt.com/en/products/analytics.html
4. Axioma http://www.axiomainc.com/
5. BIRR http://www.birr.com
6. Bloomberg http://www.bloomberg.com
7. Callan’s PEP http://www.callan.com/datatools/pep/
8. Capital IQ https://www.capitaliq.com/main/ourproducts_portfolioanalytics.asp
9. BIRR http://www.birr.com
10. DST International http://www.dstglobalsolutions.com/
11. Clarifi http://www.clarifi.com/
12. Compass-Analytics http://compass-analytics.com/
13. Enfusion http://www.enfusionsystems.com/
14. Front Arena http://www.sungard.com/nextgenerationtrading
15. Funds TOTAL http://www.fundtotal.com
16. Kevin Spieker Consulting http://www.kspieker.com
17. First Rate http://www.firstrate.com/
18. Quantia Analytics http://www.quantia.com/
19. Microgen http://www.microgen.com/
20. MSCI Barra http://www.mscibarra.com
21. Murex http://www.murex.com
22. Odyssey Financial Technologies http://www.odyssey-group.com/
23. PI Analytics http://pianalytics.net
24. Sungard http://www.sungard.com/
25. SimCorp http://www.simcorp.com/Home.aspx
26. Smartfolio http://www.smartfolio.com
27. SolArc http://www.solarc.com/
28. SS&C http://www.ssctech.com/
29. TD Securities http://www.tdsecurities.com/

Updated on 26/7/2010