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Knowledge Through Experience

 

advent logo  

Advent Software, Inc. (www.advent.com) has been providing trusted solutions to the world's leading financial professionals since 1983. Advent's quality software, data, services and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling costs. Advent's scalable solutions are used by investment organizations of all sizes - from the single financial planner managing several million dollars, to large enterprise-wide firms with tens of billions of dollars under management. Firms in 55 countries use Advent technology to manage investments totaling more than US $8 trillion. Advent is traded on the Nasdaq exchange under ADVS.

Boston Research and Management logo

 

Boston Research and Management Investment Counsel
Boston Research and Management specializes in balanced portfolio management for significant individual portfolios, trusts, corporations and endowments. The structure of our investment management firm allows us to focus on customized, highly disciplined, tax-efficient strategies that satisfy each client’s return objectives and risk tolerances.

As a strategic partner of the Center for Investment Research and Management, we are pleased to provide our fiduciary oversight, accounting and administrative expertise and look forward to the continued success of this unique applied-learning program. For more information about our firm’s capabilities, please visit us at www.bostonrm.com.

FT Interactive logo  

FT Interactive Data supplies global securities pricing, dividend, corporate action and descriptive information supporting fund pricing, securities operations, research and portfolio management. The company collects, edits, maintains and delivers data on over 3.5 million securities, commodities and derivative instruments traded around the world. This includes daily evaluations for more than 2.5 million active fixed income issues. FT Interactive Data specializes in 'hard-to-value' unlisted fixed income instruments and 'hard-to-get' information from emerging markets. The company also provides index and constituent data to the international investment community.

At the core of FT Interactive Data's business are its extensive database expertise and technology resources. Data is delivered via direct feeds, a variety of web-based tools, or is accessed via third party software. Clients include leading banks, brokerage firms, insurance companies, money management firms, government agencies, stock exchanges, trading houses, custodians and fund managers worldwide.
Contact: info@ftid.cominfo@ftid.com