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Resources
Premier Partner Relationships |
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CorrectNet, Inc.:
ProTrak International and CorrectNet have established a relationship that lets users of ProTrak's CRM solution easily upload client reports and fund data to a branded web portal, for easy access by the firm's clients and prospects.
CorrectNet is the premier provider of client reporting applications to the Asset and Investment Management communities.
CorrectNet delivers client reporting solutions to over 900 financial web portals and services over a half a million investors daily. Many of the leading financial institutions, banks, hedge funds and asset managers rely on CorrectNet to deliver excellence in client reporting.
The CorrectNet solution provides:
- Aggregate content and data from multiple sources to populate rich client reports
- Manages workflow and quality to produce accurate and timely information
- Guarantees compliance with all audit, control and regulatory processes to reduce your operational risk
The firms' success, in part, is based on an innovative approach to data aggregation and reporting. Combined with their hosted solution model, CorrectNet is able to deploy sophisticated solutions quickly and on time. The robust reporting platform standardizes data from any source to deliver high-performance web portals, content services, static reports and system integrations.
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Standard & Poor's Money
Market Directories
ProTrak's CRM provides full integration and built-in functionality to utilize the Money Market Directory database of contact and managed asset information for tax-exempt plan sponsors. MMD provides comprehensive coverage of the pension and financial
services industries, plus the non-profit marketplaces of public
and private foundations, endowments and health service organizations.
The database includes plan sponsors and their service providers,
investment manager consultants, investment managers, registered
investment advisors and broker dealers. |
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AP Information Services:
ProTrak's CRM solution provides full integration and built-in functionality to utilize the AP Information Services' UK and International Directories of Pension Funds. AP Information Services Ltd. is one of the most highly respected
information providers in the UK. AP helps companies build business
by supplying highly accurate and targeted contact information in
key markets such as Pension Funds.
UK
Pension Funds and their Advisers
Detailed listings of 2,750 major UK pension funds (including
company details, pension/investment managers and financial information
for each fund)
- Listings of the most active buyers within UK pension funds,
commanding total assets of over £850 billion
- Over 1,500 current suppliers and advisers to the pension fund
industry
- The top 1,000 pension funds ranked according to their capital
value
- Summaries of investments of over 1,000 major UK pension funds give managers the leading edge when attracting new business in the pension fund
sector.
International
Pensions Funds and Their Advisors
Provides contact details of over 3,500 International pension
funds and over 3,300 suppliers and advisors to the international
pension fund sector (including their phone, fax and email addresses)
Lists named decision-makers for each Pension Scheme (including
Pension Fund Manager, Chairman, Trustees, Directors and Investment
Managers)
Profiles for country sections provide up to date professional
analysis of each local pensions market.
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Investment Management: Events
The Due Diligence Master Class - March 24-25, 2010, The Princeton Club, New York, NY
The Due Diligence Master Class features a faculty led by experienced investors, and joined by some of the industry’s most seasoned fund executives and successful advisors.
25th Spring Annual Consultants Congress - April 8 - 9, 2010, San Francisco Hilton Financial, San Francisco, CA.
Investment Management: Associations
Association of
Investment Management Sales Executives (AIMSE)
The Association of Investment Management Sales Executives (AIMSE)
is the only professional organization dedicated to serving the needs
of investment management sales and marketing professionals.
Managed Funds Association (MFA)
Managed Funds Association (MFA) is the advocate organization for the alternative investment industry in the United States. MFA's primary focus is protecting the integrity and the efficiency of the capital marketplace by protecting the interests of the alternative investment industry on Capitol Hill. MFA exports these advocacy efforts outside of Washington to the states and internationally, including the United Kingdom, India and other regions.
Professional Association for
Investment Communications Resources (PAICR)
The Professional Association for Investment Communications Resources
(PAICR) is a recently formed association designed for one of the
largest groups of professionals in the investment management industry,
those "behind-the-scenes" in non-sales and non-investment
management roles who are critical to the success and productivity
of their investment management firms.
Investment Management:
Organizations and Regulatory Bodies
The
CFA Institute fomerly AIMR
An international,
nonprofit organization of more than 60,000 investment practitioners
and educators in over 100 countries.
The Alternative
Investment Management Association Limited (AIMA)
Founded in 1990, AIMA represents the global, not-for-profit trade
association for hedge funds, managed futures and managed currency
funds. AIMA provides a centre of knowledge for professional investment
practitioners. Spanning 43 countries on five continents, AIMA's corporate
members enable the Association to create global tools for the benefit
of its members, institutional investors and regulators.
Financial Management
Association International (FMA)
The vision of the Financial Management Association International
is to be the global leader in developing and disseminating knowledge
about financial decision making.
The American Association of Individual Investors. The American Association
of Individual Investors (AAII), a non profit organization headquartered
in Chicago, was founded in 1978. Their stated mission: "assisting
individuals in becoming effective managers of their own assets through
programs of education, information, and research."The AAII
Journal, considered by many to be the most comprehensive publication
of its kind, contains useful articles on every aspect of investing.
Emphasis is on the advantages individual investors have and how
to use them to improve performance.
The
American Bankers Association
Based in Washington, DC, the ABA represents banks of all sizes on
issues of national importance for financial institutions and their
customers. The ABA, founded in 1875, brings together all categories
of banking institutions, including community, regional and money
center banks and holding companies, as well as savings associations,
trust companies and savings banks.
National
Association of Credit Management (NACM)
NACM was founded in 1896 to promote good laws for sound credit,
protect businesses against fraudulent debtors, improve the interchange
of credit information, develop better credit practices and methods,
and establish a code of ethics.
Education and research programs illustrate NACM's awareness of
the complex needs of credit management today. Membership in a NACM-affiliated
credit association includes membership in the National Association.
Members of NACM® are credit and financial executives, primarily
representing manufacturers, wholesalers, financial institutions,
and varied service organizations
The Investment Management Association (the IMA): UK
The Investment Management Association (the IMA) is the UK trade
body for the professional investment management industry.
European Financial
Management Association (EFM)
European Financial Management Association was founded in 1994 by
Prof. John Doukas to encourage research and disseminate knowledge
about financial decision making in all areas of finance as it relates
to European corporations, financial institutions and capital markets.
To achieve its objectives, the European Financial Management Association
provides its membership with a refereed journal, the European Financial
Management, and holds Annual Meetings at which members exchange
ideas, present and discuss their research.
Investment Managment: Publications
and On-line Forums
Investment &
Pensions Europe Magazine
Investment & Pensions Europe is a monthly magazine targeting
those responsible for running pension funds in Europe. Since the
first issue was published in February 1997, IPE has built an influential
position within the European institutional investor marketplace.
IPE.COM is the web extension of Investment & Pensions Europe
magazine. The key elements of IPE.com are:
- News: delivered free of charge by daily email;
- Archive: articles published by IPE;
- Awards: The annual Awards Ceremony for Europe's pension
funds;
- Expectations: the 6-12 month views of more than 100 asset
managers;
- Events: listing of industry seminars and conferences;
- IPE-Quest: web notice board for asset manager searches;
- IPFA Directory: industry contacts;
- Jobs: executive search service;
- Advertising: full media information for IPE
Albourne
Village
Albourne Village is a free and unique internet-based knowledge
economy for the Alternative Investment community. The site has been
designed as an ideal environment for evolving hedge-fund news, intellectual
property, content and debates on current issues, as well as a valuable
source of commercial contacts.
Thomson Financial
Nelson's Information
Use Nelson Information's renowned directories to access the indepth
and up-to-date profile information that you need:
Investment Management: Alternative
Investment Community
Preqin
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and bespoke data requests. Preqin also works with fund managers to identify and approach institutional investors for new vehicles via their Fundraising Support service. Preqin offers publications, online subscriptions and data services for private equity , hedge funds and real estate investment firms.
HFMWeek
HFM Week and hfmweek.com are produced exclusively for the international hedge fund community. Hedge Fund Manager was launched in September 2002, and is now published weekly. It is now read by over 5,500 alternative fund managers - predominantly CFO’s and managing partners - and their key advisors across the globe. Cutting-edge features and news analysis cover all aspects of operating a successful hedge fund, including searches, prime brokerage, fund administration, risk management, front-to-back-end technology and legal and regulatory issues.
HedgeWorld
HedgeWorld's mission is to serve the information and market needs
of the global hedge fund industry's core constituents of accredited
investors, advisers, managers and service providers.
HedgeFund.net
HedgeFund.net is the leading source for hedge fund news and performance
data on the Web. Investors who meet HedgeFund.net's accreditation
standards are eligible for access to the site's database.
HedgeFund Intelligence
Providing news and analysis on the global hedge fund industry
EuroHedge
EuroHedge covers the European hedge fund industry and is an invaluable
source of information for investors, European fund managers, service
providers and others wishing to be kept up to date with the latest
developments in this fast-moving industry.
AsiaHedge
AsiaHedge provides detailed business intelligence about the rapidly
expanding Asia-Pacific hedge fund industry.
InvestHedge
InvestHedge sheds light on those investing in hedge funds, including
institutional investors, family offices and funds of funds.
Absolute Return
Absolute Return is the first independent magazine for the U.S.
hedge fund industry. The magazine is an essential diet of news
and analysis on such topics as hot new U.S. fund launches, interviews
with industry legends, analysis of trends, performance data, and
strategy analysis.
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