Past Sponsors & Partners

Morningstar Sustainalytics is a leading ESG research, ratings and data firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Morningstar Sustainalytics works with hundreds of the world’s leading asset managers and pension funds who incorporate ESG and corporate governance information and assessments into their investment processes. The firm also works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices, and capital projects. With 17 offices globally, Morningstar Sustainalytics has more than 1,800 staff members, including more than 850 analysts with varied multidisciplinary expertise across more than 40 industry groups.

For more information, visit www.morningstar.com/business/segments/asset-managers

Clarity AI is the leading sustainability tech company, leveraging advanced technology and AI to provide data-driven environmental and social insights to investors, corporates, governments, and consumers. Through powerful, scalable AI at the core, Clarity AI addresses end-to-end use cases related to investing, corporate research, benchmarking, regulatory reporting, retail banking, and e-commerce. Clarity AI was named a leader by independent research in The Forrester Wave: ESG Data & Analytics, Q3 2024.

Clarity AI’s impact extends across a direct network of investors managing over $60 trillion in assets, including firms like Invesco, Nordea, Lazard Asset Management, and Santander, and thousands of end users through integrations into the existing workflows in selected investment platforms, such as Aladdin by BlackRock, the London Stock Exchange Group (LSEG), BNP Paribas, Caceis, or SimCorp. Our offices are located in North America, Europe, and the Middle East.

For more information, visit www.clarity.ai

ION provides mission-critical trading and workflow automation software, high-value analytics and insights, and strategic consulting to financial institutions, central banks, governments, and corporates. Our solutions and services simplify complex processes, boost efficiency, and enable better decision-making. We build long-term partnerships with our clients, helping transform their businesses for sustained success through continuous innovation.

Our LatentZero asset management solutions are already used worldwide to monitor and protect assets approaching $9 trillion. LatentZero OMS simplifies and automates trading workflows, processing hundreds of thousands of transactions daily, quickly and accurately; while LatentZero Post-trade gives fast, accurate, automated trade processing for all asset classes, including equities, fixed income, and ETDs.

To learn more, contact us at https://iongroup.com/markets/contact-us/

At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions (such as our EDM platform), partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today.

For more information, visit www.spglobal.com/marketintelligence

Amundi Technology empowers the financial sector by delivering cutting-edge technology and services. We designed the ALTO platforms that span a wide spectrum of investment strategies and asset classes.

Since the creation of Amundi and thanks to a successful development track record based on successive acquisitions and integrations, Amundi implemented a unique technology strategy to develop internally, investment and distribution platforms, and offer them to the investment industry. These platforms are called ALTO and cover all major investment strategies, asset classes, and the entire front-to-back value chain driven by strong continuous investment

In 2021, Amundi Technology has been created to accelerate the design, development, promotion and commercialization of these platforms. Amundi Technology is based on an outstanding and agile organization with talents and worldwide capabilities thanks to 900 IT experts close to business teams and clients.

Our Mission is about applying our internal insights to drive innovation for the financial sector.

For more information, visit www.amunditechnology.com

Auquan’s Portfolio Intelligence Engine is an AI-powered Software as a Service product that helps financial institutions identify and minimize hidden risks — and generate new investment opportunities — before markets price them in.

Finance industry professionals such as portfolio managers and research analysts use Auquan to research and understand the material risks of the companies they care about. Auquan keeps them aware of emerging controversies and how they’re developing, so they can take action early.

Customers use Auquan to maintain continuous visibility into complex risks and investment themes because Auquan maps the global operating footprint of companies, including subsidiaries, supply chains, and key personnel,

Auquan’s analyst team reviews and curates insights and reports to ensure the accuracy of supply chain maps, incident reports, and generated summaries.

For more information, visit www.auquan.com

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics and open technology to over 7,000 global clients, including over 180,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P500, we are committed to sustainable growth and have repeatedly scored 100 on the Human Rights Campaign® Corporate Equality Index and been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner.

Learn more at www.factset.com and follow us on Twitter: https://x.com/factset.

Fusion by J.P. Morgan is a cutting-edge, cloud-native data technology solution designed for institutional investors, offering comprehensive end-to-end data management, analytics, and reporting throughout the investment lifecycle. Fusion enables institutional investors to seamlessly extract value from multiple providers of sustainable investment and ESG data by integrating and normalizing data from various sources, ensuring consistency and reliability. The platform provides robust tools for screening, hierarchy management, and advanced calculations, addressing the complexities of using both internal and external sustainable investment data, resulting in a scalable, time-efficient, and cost-effective solution.

Fusion’s unified data model allows for the integration of data from disparate sources into a single, cohesive framework, delivering the benefits of scale, reduced costs, and the ability to unlock timely analysis and insights more easily. Its open data architecture supports flexible distribution, including partnerships with cloud and data providers, all managed by J.P. Morgan’s team of data experts. Leveraging J.P. Morgan’s global operating model and extensive data foundation as a leading Securities Services provider, Fusion offers a wide range of integrated solutions that cover various investment strategies, fund structures, asset types, and geographies.

J.P. Morgan Securities Services provides the expertise and capabilities to help investors protect and grow their assets, optimize operational efficiency, and maximize opportunities in diverse global markets. To learn more, visit fusion.jpmorgan.com

Orbit – Rethink The Impossible

Orbit is an AI-powered platform for financial services, combining an AI Studio with a comprehensive knowledge base giving you an accuracy, transparency, and efficiency that was previously thought impossible.

It automates workflows, provides in-depth analysis, and extracts insights from unstructured data, making it ideal for roles in financial services where data transparency and accuracy is critical.

To learn more, visit www.orbitfin.ai

Founded in 1998 and headquartered in Switzerland, RepRisk is a data science company that provides transparency on business conduct risks like deforestation, human rights abuses, and corruption. RepRisk enables efficient decision-making for clients and supports alpha generation and value preservation for their organization, investments, and business interests. RepRisk is trusted by 80+ of the world’s leading banks, 17 of the 25 largest investment managers, corporates, and the world’s largest sovereign wealth funds for their due diligence processes. RepRisk uses human curation and cutting-edge artificial intelligence to generate the world’s most comprehensive business conduct and biodiversity risk datasets on public and private companies, real assets, and countries.

To learn more, visit www.reprisk.com

SESAMm utilizes advanced AI to analyze extensive textual data, providing ESG insights for investment decisions. We have around 100 employees across six offices, including Paris, New York, London, and Tokyo.

We analyze over 25 billion articles and forum posts from 4 million sources in more than 100 languages. This deep dive into data allows us to uncover nuanced understandings of ESG issues and identify events that positively impact Sustainable Development Goals (SDGs). With this information, our clients can align their investment decisions with both financial gains and sustainability goals.

Our technology offers practical solutions for the finance industry’s challenges, such as staying updated on ESG controversies and efficiently integrating sustainability considerations into investment processes. Our recent updates, including ESG portfolio monitoring and customizable scoring for ESG and SDGs, highlight our commitment to continuous improvement.

To learn more, visit www.sesamm.com

Investment firms utilizing AI for risk management are 33% more likely to identify risks proactively, and 69% report reduced risk exposure. Weave.AI is a next-generation solution that harnesses Generative AI to revolutionize investment-related risk management with 360-degree due diligence, real-time data analysis, and advanced anomaly detection. It streamlines the detection, assessment, mitigation, and communication of risks, providing deep insights at company, industry, sector, and portfolio levels. Weave.AI offers real-time global risk monitoring across climate, nature, cyber, geopolitical risks, and more, ensuring transparent, proactive decision-making. Its AI agents are industry-first intelligent assistants that read regulatory and reporting frameworks (TCFD, TNFD, CSRD, etc.), automate due diligence, and integrate market data, providing comprehensive analysis across portfolios. These agents also automate auditable, citation-backed reporting, eliminating false positives and significantly reducing the compliance burden. Tailored for ESG-focused asset- managers, Weave.AI transforms risk management, improves compliance, reduces risk, enhances stewardship, and drives growth.

To learn more: visit: www.weave.ai

We are a diverse team on a mission to transform how consultants support the asset management industry. Our deep industry expertise in Risk, Compliance, Governance, Operations, and Business Change enables us to deliver innovative, bespoke consultancy services and specialist software solutions that make a real impact.

We simplify complex matters, and we take the time to understand the unique needs of each firm we partner with, delivering exceptional value and making a lasting difference.

When you work with Devlin Mambo, you gain a partner committed to making a real difference.

Empowering Success. Driving Innovation.

To learn more: visit: www.devlinmambo.co.uk