Asset Management

Navigate industry-wide disruption with solutions built for a changing market. Our industry-leading products and services empower you to meet regulatory requirements, navigate risk, allocate resources more effectively, and drive top-line revenue growth.

Agile technology and insights for resilient performance

Manage complexity and risk with confidence with our global regulatory and reporting expertise, and integrated communications solutions.
Personalize and optimize product, distribution, and growth strategies using advanced market data, analytics, and AI-fueled insights.
Streamline investment operations across the front, middle, and back offices to maximize efficiency and growth capabilities.

Innovative solutions for scalable growth

Market Intelligence

Analyze global market trends, forecast demand, and optimize pricing and resource allocation with comprehensive, data-driven insights.

Distribution Intelligence

Enhance your entire asset management distribution ecosystem with actionable insights to improve sales, manage expenses, and optimize taxes.

U.S. Fund Regulatory Communications

Meet complex regulatory requirements, improve shareholder engagement, and reduce risk with best-in-class, integrated solutions.

Proxy Services

Engage shareholders effectively, gain quorum, and secure the required vote results with cost-efficient, omni-channel solutions.

EU & UK End-to-End Regulatory Services

Navigate evolving regulation with a transformative platform that supports fund data, documents, regulatory reporting, and the creation of engaging digital experiences.

Fund Regulatory Reporting & Filing

Meet tax and fund board compliance and reporting requirements, accelerate results, and reduce costs when you apply advanced technology and automate workflows.

Trade Order Management

Enable diversification, increased margins, and seamless operations with multi-asset portfolio and order management solutions that integrate public and private strategies.

An unparalleled global industry view

$100T
Global AUM tracked, providing views into investor and asset trends
2B
Regulatory fund communications processed annually
$1.5T
Assets managed on our investment management platforms

Recognized by the industry

Broadridge Image
WINNER 2024

Innovation in Operations – Tailored Shareholder Reports Solution, Nicsa NOVA Awards

WINNER 2024

Technology Provider of the Year, Alternative Credit Investor Awards

WINNER 2024

Best Order Management System (OMS), With Intelligence HFM U.S. Services Awards

WINNER 2023-2024

Best Technology – Alternative Credit, With Intelligence HFM Asia Services Awards

WINNER 2023

Best Portfolio Management Software, With Intelligence HFM U.S. Services Awards

Explore all awards and recognition

Insights & perspectives 

Serving the industry with smart and strategic solutions

Asset Managers
Streamline operations, comply with changing regulations, and navigate the competitive landscape with advanced data, analytics, and global market intelligence.
Alternative Asset Managers
Utilize sophisticated portfolio management tools and analytics to optimize public and private investment strategies, monitor performance, reduce risk, and drive efficiency.
Fund Administrators
Win mandates and grow with end-to-end fund administration services and technologies that streamline operations, data management, compliance, and communications.
Asset Owners
Manage direct and third-party investments with an integrated platform that includes portfolio and trade order management, investment book of record, and pre- and post-trade compliance support.

What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.
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