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ConvergEx Group is one of the industry's leading providers of Global Transition Management services. Our objective is to help clients maximize the value of their investment decisions. Our experience, global capabilities and dedicated expertise enable us to plan and implement transition strategies that can preserve assets, minimize market impact, manage risk and minimize cost. With more than 20 dedicated professionals located in New York, London, Sydney, Hong Kong, Dubai and Johannesburg, we understand the unique demands on markets throughout the world. We take a holistic, end-to-end approach to transition management, based on a thorough understanding of clients' needs. From our dedicated, client-focused team and advanced execution capabilities to our sophisticated, proprietary technologies and analytics, we offer value at every stage of the process - all delivered in a conflict-free agency environment. ConvergEx Group is a leading technology company providing mission critical software and technology-enabled services to asset managers and financial intermediaries globally.
Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies. As an integrated bank, Credit Suisse offers clients its combined expertise in the areas of private banking, investment banking and asset management. Credit Suisse provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally.
Credit Suisse's Investment Banking business offers securities products and financial advisory services to users and suppliers of capital around the world. Operating in 57 locations across 30 countries, Credit Suisse is active across the full spectrum of financial services products including debt and equity underwriting, sales and trading, mergers and acquisitions, investment research, and correspondent and prime brokerage services.
Founded in 1936, Russell Investments is a global financial services firm that serves institutional investors, financial advisers and individuals in more than 40 countries.
Through a unique combination of interlinked businesses, Russell delivers financial products, services and advice. A pioneer, Russell began its strategic pension fund consulting business in 1969 and today is trusted by many well-known worldwide institutions for investment advice. Headquartered in Tacoma, Washington, USA and with offices in major financial centers worldwide, Russell has $149.3 billion in assets under management (as of 9/30/10) in its mutual funds, retirement products and institutional funds, and is well recognized for its depth of research and quality of manager selection.
Russell offers a comprehensive range of implementation services that help institutional clients maximize their assets. The Russell Indexes calculate over 50,000 benchmarks daily covering 65 countries and more than 10,000 securities.
For more information, visit us at www.russell.com/asia
J.P. Morgan Worldwide Securities Services (WSS) is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimise efficiency, mitigate risk and enhance revenue through the safe-keeping, valuing, clearing and servicing of securities and portfolios. WSS has $16.1 trillion in assets under custody and $7.3 trillion in funds under administration.
The Transition Management business within WSS supports institutional investors through structural changes to achieve the desired portfolio exposure in a timely, risk controlled and cost effective manner. Employing a transition manager can reduce risk, cost and the administrative burden on the client. This is achieved while seeking to preserve the value retained in the portfolio, thus helping to maximise fund performance.
For more information visit www.jpmorgan.com/transitionmanagement
State Street Corporation (NYSE: STT) is one of the world's leading providers of financial services to institutional investors including investment servicing, investment management and investment research and trading. With $20.23 trillion in assets under custody and administration and $1.90 trillion in assets under management at September 30, 2010, State Street operates in 25 countries and more than 100 geographic markets and employs approximately 28,000 worldwide.
BlackRock is one of the world’s pre-eminent asset management firms and a premier provider of investment management, risk management and advisory services to institutional, intermediary and individual investors around the world.
Inalytics was founded in 1998 out of both frustration and need. Rick Di Mascio, CEO of Inalytics, pursued the development of a product to fill the void he continually experienced over 20 years in investment management.
Inalytics provides evidence of investment skill for both Asset Managers and Transition Managers. The service is based on award winning software and extensive industry experience, which come together to provide innovative analytics along with insightful commentary. Our Clients include some of the leading Asset Owners in Europe, Australia, Asia, South Africa and North America. By providing independent pre and post-trade analysis and reporting, we help them bring high standards of due diligence and governance to the selection and monitoring of Transition Managers.
The Hong Kong Investment Funds Association ("HKIFA") is a professional body that represents the asset management industry in Hong Kong. We have two major roles, namely the promotion of Hong Kong managed investment products and consultation with the authorities to relay the views of our members on issues that have implications for the asset management industry. Our objective is to enable Hong Kong people to understand more about the characteristics of mutual funds; and to use them effectively for retirement investment and other financial planning purposes. We have 47 fund management companies as full/overseas members. They manage over 1,300 SFC-authorized funds as at the end of October 2010, involving total assets of about US$930 billion. We also have 63 affiliate and associate members.
