Style Research

Barrie & Hibbert is the global leader in understanding and modeling financial market risk and provides software and consultancy to financial institutions around the world. Barrie & Hibbert has built a leading edge suite of economic scenario generation and asset modeling tools, within a flexible framework that allows financial institutions to undertake a wide range of risk management activities. These can range from enterprise wide economic capital analysis to the pricing of guarantees for insurance companies, to understanding the risks in defined benefit asset strategies. Barrie & Hibbert software is fully transparent, can be readily integrated with other financial modeling software systems, and is supported by a full consultancy service, giving an efficient solution to the needs of the global insurance and pension markets.

eVestment Alliance (eA) is an innovative, Web-based provider of comprehensive investment information and analytic technology. eVestment delivers extensive data through robust, user-friendly products with an unparalleled commitment to client service. Through its online eASE Global Database, eVestment captures the most comprehensive dataset in the industry and distributes all information via its fully Web-based eASE Analytics system, a platform which has set the software standard for online manager comparisons, research, and competitive intelligence. Drawing upon its data management expertise, eVestment also offers its powerful eASE Exchange system to address the industry”s redundant data request problems by automating the transformation and precise update of manager data to multiple databases.

FE is a leader in the provision of investment data, software tools and performance analysis to the financial services industry. Formed in 1996, we are a private company with a strong international presence throughout Europe and the Far East. We are dynamic, entrepreneurial and focussed on exceeding our clients’ expectations; but above all we help our clients to be better informed enabling them to make better investment decisions.

We have specialist skills in three key fields – data, software and investment knowledge:

• Data – we understand the nuances of the data and can bring them to life within the tools we develop for our clients.
• Software – we are software experts, with deep experience in harnessing technology to provide elegant solutions.
• Investment knowledge – we understand the complexities of investment and regulation, which we bring to bear on the solutions we build.

It is the dove-tailing of these three skills in financial data, software technology and investment understanding that makes us different and stand out from our peers.

FTSE is a leading provider of index data and services worldwide. Their flagship product is the FTSE Global Equity Index Series which covers over 98% of the world’s investable market capitalisation across Developed, Emerging and Frontier markets. FTSE also calculates the domestic indices for many of the world’s leading financial markets, including the UK, Italy, South Africa, Singapore, Taiwan, Malaysia and Thailand. FTSE is also the leading provider globally of listed real estate indices (the FTSE EPRA/NAREIT Global Real Estate Index Series), of socially responsible indices (the FTSE4Good Index Series) and of alternatively weighted indices (the FTSE RAFI Index Series and the FTSE GWA Index Series). FTSE indices are used by investors worldwide to benchmark the performance of their portfolios and are also widely used as the basis of index linked investment products, such as ETFs, funds, derivatives and other structured products. Over $3 trillion of assets are benchmarked to FTSE indices worldwide. FTSE is headquartered in London and operates via regional hubs in London (EMEA),New York (Americas) and Hong Kong (Asia-Pacific).

GMI Ratings is the leading independent provider of global environmental, social and corporate governance (ESG), and accountancy and governance risk (AGR) ratings and research, covering 5,500 and 18,000 companies respectively. GMI Rating’s research is widely used by leading institutional investors, banks, insurers, auditors, regulators and corporations seeking to incorporate material corporate governance and ESG factors into risk assessment and decision-making. GMI Rating’s clients have found a valuable link between GMI Rating’s ratings and major negative events, such as regulatory actions, shareholder litigation, material financial restatements and financial distress – all of which impact investment returns and company performance. GMI Ratings is the combined entity of GovernanceMetrics International, The Corporate Library and Audit Integrity, which all merged in December 2010.

Mercer is a leading global provider of investment consulting services, and offers customized guidance at every stage of the investment decision, risk management and investment monitoring process. Mercer has been dedicated to meeting the needs of clients for more than 30 years, and works with the fiduciaries of pension funds, foundations, endowments and other investors in some 35 countries. Mercer assists with every aspect of institutional investing (and retail portfolios in some geographies), from strategy, structure and implementation to ongoing portfolio management. They create value through their commitment to thought leadership; world-class, independent research; and top-notch consultants with local expertise.

MSCI ESG Research products and services are designed to provide in-depth research, ratings and analysis of environmental, social and governance-related business practices to companies worldwide. ESG ratings, data and analysis from MSCI ESG Research are also used in the construction of the MSCI ESG Indices. MSCI ESG Research is produced by MSCI’s indirect wholly-owned subsidiary Institutional Shareholder Services, Inc. (“ISS”). ISS is a Registered Investment Adviser under the Investment Advisers Act of 1940.

As a distributor of quantitative analysis tools to institutional participants of the financial markets, Quant Shop clients include national and local governments, consultants, plan sponsors and managers. Quant Shop was started in early 1995 and has offices in Sydney and Tokyo as well as a regional network of toll free support lines. Quant Shop has created a series of free Bond Indices for Malaysia and Singapore that have become the local fixed income benchmarks.

Trucost is the world’s leading provider of data and analysis on the carbon impacts of companies, helping investors, companies and governments understand how environmental issues will affect companies’ future earnings. Trucost has the world’s largest and most comprehensive database of corporate environmental impacts and covers all the companies in the world’s major stock indices. Institutional investors and fund managers use this information to assess the carbon exposure of their funds, understand risks and create investment funds with lower carbon impacts. Trucost’s data also underpins funds including the S&P US Carbon Efficient Index, Deutsche Bank’s CROCI Carbon 100 & Carbon Alpha, GLG Partners’ GLG Environment Fund, Virgin Money’s Virgin Climate Change Fund, Merill Lynch’s Carbon Leaders Europe Index, UBS’s Europe Carbon Optimized Index and NYSE Euronext’s Low Carbon 100 Europe Index.