NORTHFIELD PARTNERS

PARTNER

SERVICE CATEGORY

NORTHFIELD PARTICIPATION

		Liquidity Risk Management Performance Measurement Economic Valuation of Private Assets Portfolio Construction		Aspequity incorporates Northfield's factor risk models for equity, debt, and real assets in Aspequity's cash flow forecasting, simulation, and private asset pricing engine. Northfield incorporates Aspequity's cash flow forecasts and private asset economic values in asset allocation liquidity planning and liability driven optimization.
Access Partner				Learn more about Aspequity
		Portfolio Construction Portfolio Risk Management Performance Attribution Backtesting		Betalpha is a local provider of portfolio analytics to the Chinese financial services community. Betalpha has integrated the Northfield China Equity Model into their portfolio risk management, portfolio construction and performance attribution analytics for institutional investors, wealth management and bank trading desks. Clients will be able to customize their view of risk based on their own investment horizon utilizing Northfield’s Risk Systems That Read® technology.
Access Partner				Learn more about Betalpha
		Portfolio Construction Portfolio Risk Management Performance Attribution Portfolio Manufacturing for Private Investors		Charles River Development has implemented Northfield’s optimizer and short-long horizon risk models into its analytics platform. Institutional asset managers will use Northfield’s risk analytics for individual portfolio analytics, enterprise wide risk management and performance attribution . Tax optimization is also available through the Charles River platform for private wealth managers implementing tax overlay strategies.
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		Portfolio Risk Management Performance Attribution		Confluence is a leading global technology solutions provider committed to helping the investment management industry solve complex data challenges across the front, middle and back offices. Confluence incorporates Northfield's factor analysis into its cloud-native Revolution product to provide multi-asset factor-based performance and risk attribution.
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		Private Asset Cash Flow Forecasting Private Asset Valuations		Dynamo Software helps multi-asset class Limited Partners and General Partners manage their due diligence, administration, operations, and reporting functions within their investment process. Dynamo's Portfolio Management module integrates Northfield’s private asset cash flow and fair value forecasting.
Access Partner				Learn more about Dyunamo Software
		Enterprise Risk Management Portfolio Construction Portfolio Risk Management Performance Attribution Backtesting		Factset has implemented Northfield's multi-asset class risk model, (Everything Everywhere, “EE”) with extended coverage in order to focus on risk compliance firm wide. Also available is the Northfield Optimizer for rebalancing by institutional managers and for tax overlay strategies for wealth managers. Northfield risk models (both short and long term risk forecasting), the Northfield risk factor and factor return histories are available for monitoring portfolio risk and performance. All Northfield products are used within Factset’s own back testing application. Northfield also provides the underlying methodology for the equity sleeve of the Factset multi-asset class model, “MAC."
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		Portfolio Risk Management		Northfield has developed a Global REIT model based on the constituents of the FTSE EPRA/NAREIT REIT Index
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		Portfolio Construction Portfolio Risk Management Portfolio Manufacturing for Private Investors		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				Email Northfield for more information
		Manager Evaluation Fund Selection		Investics provides data modeling, enrichment and analytics to asset owners, investment consultants, retail investment advisors and fund managers via AWS Marketplace. Investics Manager Evaluation Analytics (iMEA) has embedded Northfield’s Manager and Fund Evaluation Analytic Data with their own value added analytics to search and identify the best investment managers and funds based on skill vs. luck against their respective peer groups.
Access Partner				Learn more about Investics Investment Data and Analytics
		Portfolio Construction Portfolio Risk Management Portfolio Manufacturing for Private Investors Manager Evaluation		Lipper, a Refinitiv 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.
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		Performance Attribution		Northfield has integrated Mayfield’s Complete Attribution (CAtt), an innovative approach to performance attribution, within Northfield’s Nexus hosted solution and offers it as well as a standalone product marketed through Northfield. CAtt uses the full knowledge of the quantitative process, and then dissects historic performance completely and without error.
Content Partner				Email Northfield for more information
		Portfolio Construction Portfolio Risk Management		Murex has integrated the Northfield risk models and optimization engine to enable investment professionals to perform risk management and portfolio construction tasks within their MX.3 platform. The integration of Northfield products is an attractive solution to those buy side clients that want their portfolio analytics integrated into Murex’s MX.3 suite of solutions that provides front, middle and back office functions required to support their business. The result is a platform that simplifies the data management required in order to perform the risk management and portfolio rebalancing functions that add value at various stages of the investment management process.
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		Portfolio Risk Management Portfolio Manufacturing for Private Investors		Orion has integrated Northfield's open optimizer and risk models into its leading All-In-One Software. This allows Orion's clients, who are Registered Investment Advisors, to create and manage large-scale custom portfolios for both HNW and non-HNW investors. Northfield's optimizer has been integrated throughout Orion's technology stack, including in its Proposal Generation, Trading, Reporting and Advisor Portal tools.
Access Partner				Learn more about Orion Advisor Services
		Portfolio Construction Portfolio Risk Management		Refinitiv has integrated the Northfield optimizer and risk models within their Market QA and QA Direct products to be used primarily for building portfolio strategies and monitoring portfolio risk. Northfield utilizes Refinitiv’s security level information in construction of all of the Northfield risk models.
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		Portfolio Construction Portfolio Risk Management		Northfield uses data from S&P in the construction of our risk models focusing on Real Estate Investment Trusts (REITs).
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		Enterprise Risk Management Portfolio Construction Portfolio Risk Management Portfolio Manufacturing for Private Investors		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.
Access Partner				MARS