Sponsors
Platinum sponsor
InfoComp (the Wealth Management division of GBST) is a provider of first class software packages for Wealth Management and Client Registry. InfoComp enjoys an outstanding reputation for delivering high quality, scalable, robust and functionally advanced software solutions for these sectors with offices in Australia and the United Kingdom.
Composer has achieved outstanding market acceptance since its official release to the market in Australia in 1999 and has been adopted by a number of blue chip institutions including:
Abbey James Hay, Asteron (Suncorp), BlackRock (Merrill Lynch), Credit Suisse, Fundhost, JPMorgan Investor Services, LM Investments, Macquarie Bank, Oasis Asset Management, RBC Dexia Investor Services, Vanguard Investments and Westpac / BT Financial Group.
Currently on Composer, the following product lines are administered (in production environments): Master Trust / Wraps, Unit Trusts: Institutional and Retail, Cash Management Trusts, Personal Superannuation, Corporate Superannuation, Retirement Income products, Term & Fixed Interest products, Property Syndicates & Mortgage Funds, Structured Finance Products, Loans Administration / Margin Lending, Individual Life (Life Insurance, TPD, Income Protection and Trauma with riders functionality).
Gold Sponsors
Avanteos is a leading platform and portfolio administration services provider. Ranked #1 in the industry-wide Investment Trends Platform Report in 2006 and 2007, Avanteos’ feature-rich services are designed for institutional clients, platform promoters and large, sophisticated dealer groups.
The Avanteos platform provides a range of market leading services for super and non-super investments, designed to provide an unparalleled level of flexibility and options. Our customers are some of the most discerning financial services providers in Australia, who require a broad range of portfolio features. Ultimately owned by the Commonwealth Bank of Australia Group, Avanteos administers assets of A$6.5 billion.
Comminsure is the specialist insurance arm of the Commonwealth Bank Group and is the number one provider of risk insurance to the corporate superannuation, industry fund and retail market*. Our vision is to help secure the financial future of all Australians. We help protect the lifestyles of Australians with a fresh approach to insurance through innovation, simplicity, competitive products and superior service. As a leader in the Australian life insurance industry, we are dedicated to providing our partners and customers with professional and supportive services.
* Plan for Life Research
Tyndall is an award winning multi-specialist investment manager of Australian investment funds. We manage funds on behalf of institutional, superannuation funds and private clients.
Tyndall specialises in Australian Shares, Australian Fixed Interest and International Fixed Interest. We strive to thoroughly understand the needs of our clients by tailoring solutions to meet their objectives, being adaptive and maintaining a thorough research driven investment process.
We believe that by adhering to our investment styles and the discipline of our processes, we can provide high quality services to our clients and aim to meet their clients’ risk and return requirements.
Silver sponsor
Putnam Investments is a Boston based global asset manager with 70 years’ experience in managing money. With 200 investment professionals overseeing nearly $180bn for clients worldwide, we offer investors the benefits of a well-resourced manager with the differentiated, team-based strategies of a boutique.
Putnam offers innovative investment solutions in vehicles suitable for institutional and retail investors.
Our fixed income capabilities span all sectors globally and our fixed income teams share a common risk, attribution, and trading platform that allows customised single or multi-sector mandates. 80 global sector specialists identify opportunities, and portfolio construction teams bring together their best ideas using proprietary construction and risk management tool
Bronze sponsor
SS&C is a leader in the development and support of software and services for the investment financial sector. Using SS&C’s state-of-the-art web based solution, investment professionals can administer their client’s portfolios online at any time. Catering for both domestic and international investments, including equities, fixed interest and derivative investments, SS&C’s platform provides unparalleled flexibility in the creation, administration and reporting of both institutional, retail and managed (IMA/MDA/SMA) accounts. Whether you use our technology as a turnkey investment administration platform, or license modules to supplement your current platform, SS&C can provide the technology solution for your business needs.
Modules include:
- Portfolio Re-balancing
- Advisor Desktop Tools
- Trade Order Management
- Portfolio Valuation & Administration
- Corporate Actions Processing
- Tax Reporting
- Performance Measurement & Attribution
- Automated Holdings & Cash Reconciliation
- Client Reporting
- On-line Client Reporting Portal
- Multiple data imports/downloads