Northfield Information Services - Financial Modeling and Service Partners

NORTHFIELD PARTNERS
	PARTNER	SERVICE CATEGORY	NORTHFIELD PARTICIPATION
		Portfolio Execution Strategy Real Time Trading Cost Analysis Trade Scheduling	ATM (Algorithmic Trading Management LLC) has integrated Northfield's portfolio execution strategy extraction and trade scheduling methodologies, risk and market impact models to assist buy side traders in minimizing both execution costs and deviations from managers’ target portfolio tracking errors simultaneously during trade execution. Scheduled trades are then managed and smart routed using ATM’s algorithmic execution technology to execution venues through the managers’ preferred execution broker(s) and executed trades are routed back to buy side traders and their managers. All of the above functions are managed through the Integrated Trade Optimization Service (ITOS), an application running on buy side traders’ desks.
	Access Partner		Trade Scheduling
		Portfolio Construction Portfolio Risk Management Performance Attribution Backtesting	The primary use of Northfield's services in ClariFi is for backtesting equity strategies. Clarifi has integrated the Northfield optimizer, risk models and factor risk/return histories to facilitate this activity.
	Access Partner		Portfolio Attribution Portfolio Optimization Strategy Simulation
		Performance Attribution	DST Global Solutions has integrated Northfield's cross asset class risk model (Everything Everywhere) with extended asset class coverage to supplement it's existing Anova platform with risk based performance attribution focused mainly on managers with fixed income portfolios.
	Access Partner
		Enterprise Risk Management Portfolio Construction Portfolio Risk Management Performance Attribution Backtesting	Factset has implemented Northfield's cross asset class risk model (Everything Everywhere) with extended asset class coverage in order to focus on risk compliance firmwide for investment managers. Factset has integrated the Northfield Optimizer to be used primarily by investment management firms for rebalancing portfolios containing all asset classes. Factset has integrated all Northfield risk models (annual and two week risk horizons) to be used for monitoring portfolio risk across all asset classes. Factset has integrated the Northfield risk factor and factor return histories to be used for monitoring portfolio performance. Factset has applied the use of all Northfield products within their own backtesting product.
	Access Partner		Portfolio Optimization Portfolio Simulation Quant and Risk Analysis
		Portfolio Risk Management	Northfield has developed a Global REIT model basd on the constituents of the FTSE EPRA/NAREIT REIT Index
	Content Partner		FTSE EPRA/NAREIT Global Real Estate Index Series
		Portfolio Construction Portfolio Risk Management Portfolio Manufacturing for High Net Worth	InvestEdge has integrated the Northfield optimizer and risk models within their InvestEdge ASP to be used for automating the rebalancing and risk monitoring of large numbers of portfolios containing all asset classes for the mass affluent and high net worth clients of bank trust departments.
	Access Partner		Trade Automation
		Portfolio Construction Portfolio Risk Management Portfolio Manufacturing for High Net Worth	Lipper, a Thomson Reuters company, is a global leader in supplying mutual fund, ETF, and hedge fund information, analytical tools, and commentary. Northfield has integrated fund holdings and returns from Lipper into its allocation, risk model, and optimizer platforms. Additional information about Lipper is available at www.lipperweb.com.
	Access Partner		Lipper Website
		Performance Attribution Portfolio Risk Management	Opturo has integrated Northfield risk models for measuring and monitoring portfolio level risk and risk based performance attribution within their web-based ODIN and plug & play VIA platforms.
	Access Partner		Performance Attribution Portfolio Risk Management
		Enterprise Risk Management Portfolio Construction Portfolio Risk Management Portfolio Manufacturing for High Net Worth	Softpak has integrated Northfield's cross asset class risk model (Everything Everywhere) with extended asset class coverage, stress testing, scenario analysis and risk management tools into MARS ERM for enterprise risk management and compliance for investment managers. Softpak has integrated the Northfield optimizer and risk models into MARS to be used for automating the rebalancing and risk monitoring of large numbers of portfolios containing all asset classes by financial advisors, family offices, the mass affluent and high net worth clients.
	Content Partner		MARS
		Portfolio Construction Portfolio Risk Management	Thomson Reuters has integrated the Northfield optimizer and risk models to be used primarily for building portfolio strategies and monitoring portfolio risk.
	Access Partner
		Asset Allocation	WealthMate has implemented it's life balance sheet methodology using the Northfield optimizer to determine the optimal asset allocation for each taxable client
	Content Partner