MFS – Founded in 1924, MFS is an active, fundamentally-driven, global asset manager. We employ a uniquely collaborative research process to build better insights for our clients and to deliver superior long-term performance. Our approach rests on three guiding principles: integrated research, global collaboration and active risk management. With USD 480.3 billion in assets under management as at 31st October 2017. MFS has nine investment offices globally.
Matthews – Matthews Asia is an independent, privately owned investment manager headquartered in San Francisco with offices in London and Hong Kong. Founded in 1991, the firm specializes in investing in Asia’s equity and fixed income markets for institutions, intermediaries and retail investors worldwide. Portfolio Managers are equity owners of the firm and invest side-by-side in the strategies that we manage for our clients. For over 25 years our bottom-up, active investment approach has focused on identifying the most attractive long-term growth opportunities in Asia’s diverse markets.
Our portfolios typically feature low turnover rates and high active share, with holdings that differ significantly from their benchmarks. Our long-term perspective and culture of independent thinking facilitate our delivery of a consistent and distinctive value proposition to our clients and partners.
Deutsche Asset Management – With EUR 711 billion of assets under management (as of June 30, 2017), Deutsche Asset Management  is one of the world’s leading investment management organizations. Deutsche Asset Management offers individuals and institutions traditional and alternative investments across all major asset classes.
Manulife Asset Managment is the global asset management arm of Manulife Financial Corporation (“Manulife”). We provide comprehensive asset management solutions for investors across a broad range of public and private asset classes, as well as asset allocation solutions.
Our investment solutions include public and private equity and fixed income, real estate and infrastructure equity and debt, timberland and farmland, oil and gas, renewable energy, and mezzanine financing.
As of December 31, 2017, assets under management for Manulife Asset Management were approximately USD 392 billion. Additional information may be found at http:manulifeam.com.
First Trust – First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively “First Trust”) were established in 1991 with a mission to offer investors a better way to invest. At First Trust, we are single-minded about providing trusted investment products and advisory services. We’re inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results.
Fidelity International – Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers. Helping clients to save for retirement and other long-term investing objectives has been at the core of our business for nearly 50 years.
We offer our own investment solutions and access to those of others, and deliver services relating to investing: For individual investors and their advisers we provide guidance to help them invest in a simple and cost effective way. For institutions including pension funds, banks and insurance companies we offer tailored investment solutions, consultancy, and full-service outsourcing of asset management to us.
We are responsible for total client assets of USD $411 billion from 2.3 million clients across Asia Pacific, Europe, the Middle East and South America.
Azimut Group is one of Italy’s largest independent asset managers. Its operations began in 1989 and in 2004 it went public on the Milan Stock Exchange (AZM IM), and is a member of the FTSE Mib40 and StoxxEurope 600.
Its assets under management at the close of 2017 were USD 60 billion, and the firm has a
The company’s international network spans the world. Azimut distributes its Luxembourg-domiciled AZ Funds in Italy, Luxembourg, Ireland, China (Hong Kong and Shanghai), Monaco, Switzerland, Singapore, Brazil, Mexico, Taiwan, Chile, USA, Australia, Turkey and the United Arab Emirates. It also manages local funds in many of these countries.
Investment Funds: Economatica provides an extremely powerful and flexible tool for investment fund analysis. Our cloud-based platform allows in-depth analysis of specific funds or analysis of the entire industry by aggregating data on thousands of funds in the region. Economatica provides holdings, pricing, and performance metrics on funds in Brazil, Argentina, Chile, Colombia, Mexico, and Peru.
Equity/Bond Markets: Economatica covers 100% of companies listed on the US and Latin American Exchanges and gives you the analytic tools to uncover investment opportunities. Our platform provides access to the most complete and robust datasets of fundamentals, pricing, corporate actions, and financial indicators. Our research platform deals with primary data only, straight from the source, and is always timely and reliable.
Economatica’s powerful tools for handling, organizing, and modelling financial data includes Screening, Peer Analysis, Company Valuations (DCF), Pair Trading, Portfolio Optimization, Reporting, and other modules.