4th Investment Data & Technology Summit

Sponsors - Wednesday August 21, 2019

The Westin Sydney

Lead Sponsors

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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 $32.6 trillion in assets under custody and administration and $2.8 trillion* in assets under management as of March 31, 2019, State Street operates globally in more than 100 geographic markets and employs approximately 40,000 worldwide.


For more information, visit State Street's website at www.statestreet.com.

*Assets under management include the assets of the SPDR® Gold ETF and the SPDR® Long Dollar Gold Trust ETF (approximately $33 billion as of March 31, 2019), for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) serves as marketing agent; SSGA FD and State Street Global Advisors are affiliated.


FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 91,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For® and a Best Workplace in the United Kingdom and France.  Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow on Twitter: www.twitter.com/factset.

Associate Sponsors

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 20 U.S. states and Washington, D.C., and across 23 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of March 31, 2019, Northern Trust had assets under custody/administration of US$10.9 trillion, and assets under management of US$1.2 trillion. For more than 125 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation.

Visit northerntrust.com or follow us on Twitter @NorthernTrust.

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RBC Investor & Treasury Services (RBC I&TS) is a specialist provider of asset services, custody, payments and treasury and market services for financial and other institutional investors worldwide, with over 4,500 employees in 17 countries across North America, Europe, Asia and Australia. We deliver services which safeguard client assets, underpinned by client-centric digital solutions which continue to be enhanced and evolved in line with our clients’ changing needs. Trusted with CAD 4.3 trillion in client assets under administration(1), RBC I&TS has been rated by our clients as the #1 global custodian for eight consecutive years(2) and is a financially strong partner with among the highest credit ratings globally(3).

RBC I&TS’ product and service offering includes custody, fund/investment administration, shareholder services, performance measurement and compliance monitoring, distribution, transaction banking (including trade finance, insourced solutions and services to broker dealers), and treasury and market services (including cash/liquidity management, foreign exchange services and global securities lending).

(1) RBC quarterly results released May 23, 2019
(2) Global Custody Survey, Global Investor ISF, 2011 to 2018, unweighted
(3) Moody’s (A2) and Standard & Poor’s (A) long-term debt ratings of Royal Bank of Canada as of May 23, 2019




AlphaCert Labs is an enterprise data management platform for the investment management sector. Established in 2013, with a team comprising of investment management and technology specialists, we have spent the equivalent of 75 years in developing the AlphaCert platform.
AlphaCert is an innovative best-of-breed platform that provides a single source of truth for investment management data.  It is an open, flexible integration platform with predefined interfaces to upstream data providers and downstream investment systems (i.e. Ortec Pearl, FactSet, BlackRock Aladdin, Tableau, and Power BI).
The platform frees up investment teams from the complexity of managing data to focus on adding value to investment portfolios. AlphaCert can quickly provide portfolio trends and analysis for CIOs, exposure and risk reporting capability for CFOs, and process automation and operating efficiency for COOs.
AlphaCert has built in analytics capability and enables data interrogation from both an investment portfolio, or options view in a way no other system does.
AlphaCert is a core platform for our cornerstone customer and with a strong pipeline of opportunities we are excited about making a difference to future customers.

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Curium Data Systems is a specialist technology provider within data management and is dedicated to delivering market leading solutions to firms within the global finance sector.

Founded in 2007, Curium was born out of a need to evolve new and innovative technology solutions to common data management challenges in a fast changing industry characterised by higher levels of market regulation and stronger controls of market and trading risk.

Curium Data Systems believes that data management is essentially a business process far more than an IT process, and like any other business process needs investment in the toolsets that are going to help business users understand, manage and improve their data environments.

Curium Data Systems provide a suite of Enterprise Data Management capabilities that uniquely combine Data Governance, Master Data Management, Data Quality Management, Integration and Business Intelligence into an incredibly flexible, extensible and powerful solution.  

With their experience and a proven track record of successful project delivery and best practice techniques with global organisations, Curium Data Systems can help you ensure that you futureproof a State of the Art data management capability within your organisation that is extremely fast and cost effective to adapt to your ever changing needs.


IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 business and government customers, including 80 percent of the Fortune Global 500 and the world's leading financial institutions.

IHS Markit is a registered trademark of IHS Markit Ltd. and/or its affiliates. All other company and product names may be trademarks of their respective owners © 2019 IHS Markit Ltd. All rights reserved.


Investment Control Systems combines a hosted system with a service built on extensive experience to help investment management organisations build trust and confidence in their data through a purpose-built platform.

Our aim is to help investment organisations to get the best out of their data by delivering state-of-the-art technology with unparalleled service based on a true partnership model.


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Mackey Research Management software was conceived and developed by veterans of the hedge fund, enterprise software and cloud computing industries.   Our founders recognised that legacy research management software (RMS) lacked the usability and mobility required by the modern investment analyst, while the one-size-fits-all approach of consumer applications fell far short of the investment enterprises robust functionality and compliance requirements.

The Mackey Research Management System will change the way your investment research works for you, without changing the way you work. We will revolutionize your research, transaction and compliance operations without slowing you down.

Asset Owners, Asset Managers, Hedge Funds and Family Offices trust MackeyRMS in over 30 countries with $2 trillion in assets under management.

MackeyRMS recently established an office in Australia to service our customers in this region.  We are committed to expanding our presence in Australia working with the institutional buy-side community.



RIMES is a buy-side specialist that truly understands the data management challenges faced by its clients.  It serves over 300 investment managers, pension funds, hedge funds, wealth managers, private banks, custodian banks and insurance companies in 40 countries, including 60 of the 100 largest global asset managers and 8 of the 10 largest custodians by TAUM.

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