Data & Analytics

See What Others Can’t

By managing millions in assets, we have unparalleled access to data from the largest liquidity pools in the world—and richer insights. Insights we offer to our clients to help them make better decisions and create more value across every interaction.

Unparalleled Stability

The world’s markets, myriad governments, and businesses of all sizes count on us to keep their data stable and secure. Our global scale and always-on resiliency facilitate that so businesses run smoothly and markets operate efficiently.

One Partner For All

The most powerful data are based on the accessibility. We make it easier for you to use your data or to plug data in from other parties. The result? Helping you make better, quicker, margin-driving decisions.

The Decision-Making Difference

Every decision matters. From our predictive analytics to our dynamic business applications, we help unearth critical and commercial insights to help you capture opportunities and manage risk.

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ESG Analytics

The ESG Data Analytics application is a cloud-based application that mass-customizes investment portfolios to clients’ individual ESG factor preferences. The application’s rigorous data governance and peer behavior feedback loops guide the user’s selection of ESG factors to construct custom investment portfolios.

As a part of an open ecosystem of complementary solutions and designed for ESG investment portfolio managers, research analysts, financial advisors, client reporting teams, securities borrowers, and lenders, the application solves three key client needs—customization, standardization, and demonstrability.

Data Management

A flexible investment data platform that helps simplify your processes and unlock the power of your data. Harness data, the world’s most important asset class in today’s fast-moving global marketplace, and transform it into higher alpha, cheaper beta, lower costs and less risk—outcomes that help position your firm for success.

Managed effectively, investment data is your firm’s most valuable asset. However, data management is more than security reference data or preventing bad trades. It’s a “single version of the truth”—always within reach.

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Capabilities

Run your business, not your technology. Designed to meet the security and service-level needs of financial organizations of all sizes, Data and Analytics Solutions’ PRIME ACCESS provides a secure private-cloud solution that makes cost management, efficiency, and risk mitigation all achievable. Public cloud solutions are also available with Data and Analytics Solutions applications built on Microsoft Azure.

Managed effectively, data is your firm’s most valuable asset. Partfield Data and Analytics Solutions' Prime Data Management and the Microsoft Azure-based Data Vault provide a flexible investment data platform that helps simplify your processes and unlock the power of your data. Helping you to reduce costs, mitigate execution risk, and simplify your technology and data environment. Assisting you to achieve new data insights that enable faster, more informed business decisions.

Optimize your technology investment. The Global Digital Solutions dedicated services team works closely with you to deploy innovative, proven implementation methods. Together, we will ensure that your solutions are delivered to help optimize your Return on Investment.

Customize investment portfolios to individual ESG expectations across user-chosen data sources. ESG Data Analytics leverages crowd-sourced investor behavior to guide investors in the construction of ESG investment portfolios, meeting their individual ESG expectations. Support for the dynamic, cross-data source, fund products due diligence and selection, investment products ESG demonstrability, and flexible dynamic queries into portfolios ESG drivers.

A single, trusted source of investment data. Improve your decision-making with Prime Investment Book of Record (IBOR). A data-centric approach to IBOR provides you with a single source of truth to support better decision-making. Beyond technology, Partfield’s Investment Operations outsourcing helps you make informed investment decisions with an accurate trade date view of cash and holdings. A global model provides investable balances to portfolio managers in time for local market openings.

Discover powerful insights to drive investment product creation, marketing, and sales. Intermediary Analytics provides U.S. Retail Investors industry data, analytics, and workflow solutions to help enhance fund products distribution efforts. The Distribution Analytics application provides predictive investment products demand drivers and sales momentum across U.S. geographies for ETFs and mutual funds. Our solutions have the business intelligence you need to launch new investment products, rationalize product offerings, shape sales, and marketing strategies and drive success.

We help our clients with their investment strategy by helping them navigate through the complexities of the financial markets. Through a variety of loan and structured product services and our market-leading technology, we deliver loan and third-party administration, escrow, agent bank, and custodial solutions to help facilitate these products efficiently and deliver a more streamlined investment process.

A robust approach to complex data challenges. Using all the data that floods into investment firms every day requires significant operational and technical expertise. Meanwhile, bringing that expertise in-house requires substantial commitment and investment—and can expose your firm to risk. With a combination of technological expertise and deep business acumen, our Managed Services can present effective, repeatable, scalable data solutions to your organization.

Prime Performance, a Performance Book of Record for enterprise-wide needs. Track performance for portfolios at various levels, such as security, sector, and total portfolio level. Because data issues can affect return calculations, our tools can monitor, identify, fix and recalculate inaccurate returns. Performance, Risk, and Analytics, a comprehensive investment performance, risk, and compliance service to help analyze investment decisions, manage risk, and access market intelligence.