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    Moody's Analytics Structured Content Clients

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    Moody's Analytics Structured Content Clients

    Moody’s Analytics structured business is comprised of a unique offering of products and solutions that provide access to essential, market-leading expertise on the economic, consumer, and structured credit trends that impact and drive your business and investments.  We have an integrated platform for cashflow models, performance data, credit models, economic data, and ratings.  We pride ourselves on servicing over 500 direct customers, and 2500+ customers via subscription-based products through our 3rd party partners.  Want to learn more about how you can work with us?  Check out the use cases to the right, and in our client profiles below.  And don't forget to request more information on how to become a client!



    A-CAP is a holding company owning multiple insurance and financial businesses on its unique and synergistic platform. These businesses include primary insurance carriers, an SEC registered investment adviser, an administrative services provider, reinsurance vehicles, and marketing organizations. With broad knowledge across the insurance and investment sectors, A-CAP’s management team has diverse experience and provides comprehensive services to policyholders, insurance company clients and capital partners. Launched in 2013, A-CAP is a privately held company with offices located in New York, Charleston, Chicago, Salt Lake City and Omaha. For more information, visit www.acap.com.

    Accolade Investment Advisory

    Accolade, founded in 2007, is a wholly owned credit union service organization (CUSO) of Corporate One Federal Credit Union, offering guidance and support through Investment Advisory, Asset Liability Management (ALM), and Loan Analysis to credit unions nationwide. Accolade helps credit unions with varying balance sheet complexities optimize their financial performance while mitigating and managing any associated risks. Check out their website at https://www.accoladeadvisory.com/

    Alegra Capital Ltd.

    Alegra Capital Ltd. is a Swiss financial services company domiciled in Pfäffikon SZ. Through its subsidiary Alegra Capital (Lie) Ltd., an asset management company fully licensed by the Liechtenstein Financial Market Authority (FMA), it manages a number of Structured Credit Funds in Liechtenstein. For 10+ years, Alegra Capital has been investing in Asset-Backed Transactions with an underlying loan portfolio in excess of EUR 10 billion. Alegra Capital is a leading independent asset manager solely dedicated to the management of investments in Structured Credit Securitisations.

    Alliant Credit Union

    Alliant Credit Union is a not-for-profit financial cooperative with nearly 400,000 members and more than $10 billion in assets.  Headquartered in Chicago and founded in 1935, Alliant is the largest credit union in Illinois and one of the largest credit unions in the United States.  As a digital credit union, Alliant's mission is to provide members with consistently superior financial value while simplifying and enabling how people save, borrow and pay.  Find out more at alliantcreditunion.org.

    ALM First

    ALM First was founded in 1995 with the focus on financial advisory for credit union clients.  Through a strong dedication to service and risk management, ALM First grew its base beyond credit unions and has maintained lasting relationships with hundreds of credit union, bank, and financial services company clients.  As ALM First grows, one thing has remained the same...a commitment to ensuring its clients meet and exceed their financial goals.

    Alvarez & Marsal

    Companies, investors and government entities around the world turn to Alvarez & Marsal (A&M) when conventional approaches are not enough to make change and achieve results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. With over 3000 people across four continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges.

    Apex Credit Partners

    Apex Credit Partners LLC is a privately-held, SEC registered investment advisor specializing in leveraged loans and collateralized loan obligations (CLOs). Apex or its predecessor has been investing in leveraged loans since 2005 and our senior portfolio management team averages over 28 years of direct experience in the leveraged credit markets. Apex priced its first CLO in 2007 and has accessed the CLO market every year since 2012. We target attractive risk-adjusted returns while mindful of capital preservation. Investors in our funds have included banks, insurance companies, asset managers, and pension funds. Apex is a wholly-owned subsidiary of Jefferies Finance LLC, a leading commercial finance company that structures, underwrites, and syndicates senior secured loans to corporate borrowers.


    Axioma is the leading provider of enterprise risk management, portfolio management, and regulatory reporting solutions. Over 7,000 managers and risk professionals rely on Axioma’s products daily to optimize and mitigate risk for portfolios. Axioma’s natively built, cloud-based solutions enable organizations to develop and utilize financial analytics across the front, middle and back office to power rapid, accurate and well-informed portfolio, risk and compliance decisions. Axioma has received numerous accolades for its innovative products, technology and teams, and ranks 28th in the Chartis RiskTech100® 2018, a list of the world’s top 100 risk and compliance technology companies. For more information, please visit www.axioma.com.

    Balance Sheet Solutions

    Balance Sheet Solutions, LLC (an Alloya Corporate FCU company) puts its talent, technology and tools to work for 800+ credit union clients nationwide, providing them a full array of balance sheet strategies, investment execution, asset-liability risk measurement and education. Through their three highly skilled teams – including Broker-Dealer, Investment Advisory and ALM Risk Management – Balance Sheet Solutions’ utilizes their knowledge and deep experience to further credit unions. To learn more, visit www.balancesheetsolutions.org. All securities are offered through CU Investment Solutions (ISI), LLC, member FINRA/SIPC.

    Barings LLC

    Barings is a $317+ billion* global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe and Asia Pacific.

    *As of March 31, 2019


    BDO is a professional services firm providing accounting, advisory, and business valuation services to a wide range of publicly traded and privately held companies. For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through more than 60 offices and over 650 independent alliance firm locations nationwide, and globally with offices across 162 countries and territories. Learn more about our quality of services at www.bdo.com.

    Braddock Financial

    Braddock Financial, LLC is a structured credit asset manager focusing on asset-backed securities and was founded in 1994. Braddock believes that asset-backed securities classes provide a rare opportunity to build and manage investment portfolios resulting in outstanding risk-adjusted returns. Braddock’s strength in security selection comes from deep fundamental knowledge of the sector and loan level research, along with significant trading experience.

    BTG Pactual

    BTG Pactual is the largest investment bank in Latin America, operating in Investment Banking, Corporate Lending, Sales & Trading, Wealth Management and Asset Management. Since its inception in 1983, BTG Pactual has been run as a meritocratic partnership model. It has over 2,285 employees. For more information, visit www.btgpactual.com.

    Caisse des Dépôts

    Caisse des Dépôts and its subsidiaries form a French public long-term investor group serving the general interest and economic development of local areas. It combines five areas of expertise: pensions and professional training, asset management, monitoring subsidiaries and strategic shareholdings, business financing (with bpifrance) and Banque des Territoires.

    Canada Mortgage & Housing Corp.

    CMHC exists for a single reason: to make housing affordable for everyone in Canada. We know that housing helps people stay employed, do better in school and participate more fully in society. Housing affordability and a stable housing finance system support a stronger, safer Canada where everyone can live with dignity. Affordable housing for all is an ambitious goal, and we can’t do it alone. We’re mobilizing the expertise and energy of governments, non-profits, lenders, developers, social entrepreneurs and co-ops to create the future of housing. Together, we’re removing barriers to ensure that no one is left behind.

    CarVal Investors

    CarVal Investors is a leading global alternative asset manager focused on distressed and credit-intensive assets and market inefficiencies. Since 1987, CarVal’s experienced team has navigated through ever-changing credit market cycles, opportunistically investing $114 billion in 5,340 transactions across 80 countries. Today, CarVal Investors has $10 billion in assets under management in both credit and real estate strategies.

    CBAM Partners

    CBAM Partners, an Eldridge Industries portfolio company, is an alternative investment management firm and SEC-registered investment adviser founded in 2016. With over $9.5 billion of AUM, CBAM specializes in opportunities across the credit spectrum for institutional clients through separately managed accounts, CLOs and private funds.

    Citizens Financial Group, Inc.

    Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $161.3 billion in assets as of March 31, 2019. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions.


    It is Clearwater's mission to provide investment management with complete transparency, clear communication, and integrity.  Clearwater believes you deserve the ability to customize your portfolio to meet your needs, regardless of portfolio size.  You should be allowed to see what your money is doing and your investment managers should be held accountable.  In 2001, Clearwater's founders sought to offer solutions as alternatives to the selectiveness of customization and the lack of accountability.  Today, this goal continues to drive Clearwater's approach to investment management.

    Clifford Capital

    Clifford Capital is a specialist provider of structured finance solutions, established in 2012 with support from the Government of Singapore. They help Singapore companies, as well as companies with a nexus to Singapore, to grow internationally and capture new business in the global market place, by offering a full suite of debt products, including loans, bonds, mezzanine debt, competitive and bespoke project finance, asset-backed and other structured debt financing solutions. Since their inception in 2012, Clifford Capital has committed more than US$2 billion to various projects globally, across Asia, the Middle East, Africa, Europe and South America. Clifford Capital is also focused on developing a capital market ecosystem in Singapore for the infrastructure and maritime sectors. On that front, they structured and executed the first infrastructure project finance securitisation in Asia in 2018. For more information, please visit https://www.cliffordcap.sg/.

    College Loan Corporation

    College Loan Corporation was founded in September 1999, and is headquartered in Las Vegas, Nevada. They have managed more than $10 billion in student loan assets, and have originated more than $18 billion in student loans to more than 800,0000 students and their families. They are a top ten student lender and recipient of multiple business ethics and customer service awards.  Visit www.collegeloan.com or call 1.800.2COLLEGE® to learn more.

    The Co-Operative Bank

    The Co-operative Bank plc provides a full range of banking products and services to around four million retail and SME (Small and Medium Sized Enterprises) customers and is committed to values and ethics in line with the principles of the co-operative movement.  The Co-operative Bank is the only high street bank with a customer-led ethical policy which gives customers a say in how their money is used. Launched in 1992, the Policy has been updated on five occasions, with new commitments added in January 2015 to cover how the Bank operates its business, products and services, workplace and culture, relationships with suppliers and other stakeholders and campaigning.

    Corporate One Federal Credit Union

    Corporate One Federal Credit Union is one of the nation's most progressive cooperative corporate credit unions, serving more than 800 credit unions nationwide.  Corporate One offers a full menu of payments, investments and funding solutions to help credit unions grow their bottom line, manage cash effectively through The One Account, streamline member acquisition, and succeed in the faster, digital payments arena.

    Creditflux Limited

    Creditflux is the leading information source worldwide for the rapidly evolving market for credit funds and CLOs. They publish a monthly newsletter, online daily news and comprehensive databases of CLOs and credit fund returns. Creditflux has built up a loyal readership since 2001 and is the publication of choice for many market professionals including all types of investors, dealers, brokers, analysts and service providers. In January 2016 Creditflux became part of Acuris.

    Dutch Mortgage Funding Company

    DMFCO is a Dutch asset manager and the creator of the mortgage brand MUNT Hypotheken. They offer investors direct access to the Dutch residential mortgage market. Their clients are institutional investors with a long-term investment objective, DMFCO is an asset manager with commitments currently totalling € 13 billion.

    Elevations Credit Union

    Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado's Front Range.  Founded in 1953 as the U of C Federal Credit Union in Boulder, Elevations has grown from 12 members and less than $100 in assets to an institution with more than 130,000 members that manages more than $2 billion in assets and is the No. 1 credit union mortgage lender in Colorado.  In 2014, Elevations earned the prestigious Malcolm Baldridge National Quality Award.  Readers of local newspapers name Elevations "Best Bank/Financial Institution", "Best Mortgage Lender" and "Best Customer Service" year after year.  To learn more, visit elevationscu.com.

    Fidelity Security Life Insurance

    Fidelity Security Life is a specialty insurance underwriter based in Kansas City, Missouri, with depth of expertise in life, disability, supplemental health, annuity, and stop-loss. The Company is rated A (Excellent) by A.M. Best and manages more than $1 billion in assets, collects more than $1 billion in total premium annually, and boasts capital & surplus exceeding $250 million, as of 2019. Fidelity was formed in 1969 by insurance entrepreneurs Forrest and Dorothy Jones and today is wholly owned and managed by second and third-generation members of the Jones family.

    FIMAC Solutions, LLC

    FIMAC Solutions LLC provides proprietary cloud-based SaaS/IaaS financial risk management solutions to the financial services sector.

    Financial Management Services, Inc.

    Financial Management Services, Inc. partners with financial institutions to provide executive and board support via independent financial analytics. FMSI’s strategies apply to the entire balance sheet, not only investments. FMSI supports and educates our clients, and we believe that risk management can be both a competitive advantage and strategic tool. Please visit http://www.fmsiconsulting.com/ for more information.

    FirstKey Mortgage, LLC

    FirstKey Mortgage, LLC (“FirstKey”) is one of the world’s leading private label securitization and asset management firms. Established in 2013, FirstKey has become a global leader is the real estate finance business by acquiring, securitizing and managing real estate related assets in the U.S. and Europe and has developed a reputation as a world leader and innovator in the residential mortgage acquisition, securitization and asset management businesses. FirstKey is headquartered in New York and employs approximately 65 professional and highly experienced individuals. FirstKey employees have on average more than 15 years background in the industry, making FirstKey one of the strongest and most experienced Securitization, Asset Management and Servicing Oversight teams.

    Goal Structured Solutions

    Goal Structured Solutions (GS2) is an employee-owned finance technology firm actively managing a portfolio of over $27 billion in student loans.  GS2 utilizes a performance data-driven approach to improve returns and places a strong emphasis on fiscal responsibility.  GS2's three lines of business include: portfolio management, capital markets advisory services, as well as lending through their Ascent Student Loan program.  Founded in 2001, the company has acquired almost $3.5B worth of assets, originated over $100M of private student loans, their securitization platform has issued and placed over $12.7B in asset-backed securities.

    Home Mortgage Bank

    Home Mortgage Bank was created through legislation and enacted by the Parliament of Trinidad and Tobago by way of the Home Mortgage Bank Act. The purpose of the bank is to develop a mortgage market, maintain a secondary mortgage market, contribute to the mobilization of long-term savings for investment in housing and to promote growth of the capital market.

    IDB Bank

    IDB Bank is a New York State-chartered commercial bank, a member of the FDIC, and a wholly owned subsidiary of Israel Discount Bank LTD., one of Israel's leading banks.  In addition to its Manhattan headquarters and branch offices in Brooklyn, N.Y., Staten Island, N.Y., and Short Hills, N.J., the Bank maintains other full-service branches in South Florida and Southern California.  The Bank provides a complete range of private banking and commercial banking services to U.S. and international clients.

    For 70 years IDB Bank has built its business by fostering deep relationships with its clients, rapid decision-making, and the ability to develop custom-tailored solutions for both its domestic and international clientele.

    Intesa Sanpaolo

    The Intesa Sanpaolo Group is Italy's leading banking group, and it is also one of the top banking groups in Europe.  The group was formed in January 2007, following the merger of Sanpaolo IMI and Banca Intesa.  Both of these banks were already key players in the Italian market, and had contributed to the consolidation process of the country's banking industry.  The Intesa Sanpaolo Group is the leading provider of financial products and services to both households and businesses in Italy.  The Group has a strategic international presence, and is among the top players in several countries in Central Eastern Europe, the Middle East and North Africa, through its local subsidiary banks.  As of March 31, 2019, the Intesa Sanpaolo Group has total assets of 829,280 million Euro, customer loans of 395,595 million Euro, direct deposits from its banking business of 427,206 million Euro and direct deposits from its insurance business and technical reserves of 154,233 million Euro (1).

    (1) All amounts as of May 2019

    Joyo Bank

    The Joyo Bank is a Japanese regional bank. Headquartered in Ibaraki Prefecture and established in 1935, the bank operates mainly in Ibaraki Prefecture, and it also has branches/offices outside the prefecture, especially in the Kanto region of Japan and overseas. The bank formed a new financial group called “Mebuki Financial Group” in October 2016, which provides high-quality, comprehensive financial services by leveraging the wide-area networks further expanded by the business integration. Under the management philosophy of “Sound management, creation of value, and partnership with the home region,” the bank contributes to the local community and regional economic development. To learn more, visit http://www.joyobank.co.jp/eng/.

    Kamakura Corporation

    Founded in 1990 by Dr. Donald R. van Deventer, Kamakura Corporation is the world's leading provider of risk management information, risk management software and risk management consulting.  Kamakura's executive team represents a broad and diverse cross-section of in-depth experience in economics, financial management, information technology, credit modeling, risk assessment, accounting, business administration, higher education, banking and regulatory oversight.

    Loomis, Sayles & Company

    Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide.  The firm's performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions.  Using foresight and flexibility, Loomis Sayles looks far and wide for value - across traditional asset classes and alternative investments - to pursue attractive, sustainable returns for clients.

    Lupus alpha

    Lupus alpha – Great minds developing innovative alpha strategies. As an independent, owner-operated asset management company, Lupus alpha has been synonymous with specialised investment solutions for over 18 years. Lupus alpha are pioneers in the European small- and mid-cap segment and are now one of the continent's leading providers of liquid alternative investment concepts. 80 employees, including 30 portfolio management specialists, are committed to delivering above-average performance and a service fully tailored to the individual needs of our investors. Our objective: We aim to provide sustained added value by active, innovative investment strategies for intelligent portfolio diversification for institutional investors.

    For additional information, visit us at www.lupusalpha.com.

    Medley Partners Management LLC

    Medley Partners is a fund-of-funds manager that invests primarily in limited partnerships across the private asset classes, including buyout, growth equity, venture capital, real estate and credit in the United States, Europe and Asia.

    NORD/LB Norddeutsche Landesbank

    NORD/LB Norddeutsche Landesbank is one of Germany’s leading merchant banks. Its core business segments include structured finance in the energy and infrastructure sector, aircraft finance, corporate client business, commercial real estate finance, capital market business and private and commercial client business including private banking. The Bank has headquarters in Hanover, Braunschweig and Magdeburg. NORD/LB also has branches in Bremen, Oldenburg, Hamburg, Schwerin, Düsseldorf, Munich and Stuttgart. Outside Germany, NORD/LB is active in Luxembourg with a covered bond bank (NORD/LB Covered Bond Bank) and also has offices in London, New York, Singapore and Shanghai. www.nordlb.com

    Paragon Group

    Paragon is UK bank and specialist lender, offering a range of savings, mortgages and commercial lending products to consumers and small and mid-sized businesses. Established in 1985, Paragon is a FSTE 250 company with over £12 billion of gross assets and 450,000 customer accounts under management.

    Payden & Rygel Investment Management

    Payden & Rygel Investment Management is one of the largest privately-owned global investment advisers.  Founded in 1983, they are a leader in the active management of fixed income and equity portfolios, through domestic and international solutions.  Advising the world's leading institutions and individual investors, they provide strong performance and real-world strategy on the global economy and capital markets.

    Pearl Diver Capital

    Pearl Diver Capital is a pure play investment manager in global structured credit.  They provide investors with exceptional opportunities in diversified, senior secured, corporate credit portfolios accessed through CLO investments.  A nimble and opportunistic approach backed by rigorous analytics has allowed them to identify and capture alpha from secular opportunities in their market and establish an enviable track record.

    Penn Mutual Asset Management, LLC

    Penn Mutual Asset Management (PMAM) is an institutional asset management firm located just outside of Philadelphia, PA.  Since 1989, the firm has been dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process.  PMAM is committed to serving the institutional marketplace by offering fixed income investment solutions and client-focused services.  As fixed income specialists, the firm tailors their proven approach with the objective to generate risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation.  The long-tenured investment team consists of managers with depth, breadth and experience to create a collaborative investment culture focused on uncovering and delivering value for their clients.  To learn more, visit www.pennmutualam.com

    Pepco Holdings

    Pepco Holdings, a utility operating company of Exelon, serves about 2 million customers in Delaware, the District of Columbia, Maryland and New Jersey. Pepco Holdings’ subsidiaries Atlantic City Electric, Delmarva Power and Pepco provide regulated electricity service; Delmarva Power also provides natural gas service.

    PGIM Fixed Income

    PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. The company has offices in Newark, New Jersey, London, Tokyo and Singapore. As of June 30, 2018, the firm has $716 billion of assets under management including $302 billion in institutional assets, $127 billion in retail assets, and $287 billion in proprietary assets. Nearly 600 institutional asset owners have entrusted PGIM Fixed Income with their assets. PGIM Fixed Income is a United States business operating as a unit within PGIM, Inc. (“PGIM”). PGIM is the largest investment adviser within Prudential Financial, Inc. (“PFI”). As of June 30, 2018, PGIM had $1.2 trillion in assets under management across their real estate, equity, public fixed income, and private fixed income businesses and is ranked 10th among IPE’s top 400 asset managers.1

    1Source: IPE Research-Top 400 Asset Managers, June 2018, based on 12/31/2017 assets under management.

    Pinnacle Financial Partners

    Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. The firm began operations in a single location in downtown Nashville, TN in October 2000 and has since grown to approximately $24.0 billion in assets as of June 30, 2018. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 11 primarily urban markets in Tennessee, the Carolinas and Virginia. It has earned a place on FORTUNE’s 2017 and 2018 lists of the 100 Best Companies to Work For in the U.S., and American Banker recognized Pinnacle as the sixth-best bank to work for in 2017.

    Provident Bank

    Provident Bank is a community-oriented financial institution offering "Commitment you can count on" since 1983.  With nearly $10 billion in assets, Provident Bank provides a comprehensive suite of financial products and services for businesses and consumers through its network of 84 branches throughout northern and central New Jersey and eastern Pennsylvania.  The Bank also provides fiduciary and wealth management services through its wholly owned subsidiary, Beacon Trust Company.  For more information, please visit www.provident.bank.

    Prytania Solutions

    Prytania Solutions (PSL) provides transparent, independent and justifiable valuations of structured credit, from liquid ABS and CLOs, to bespoke regulatory capital transactions. They price thousands of assets every day, creating a huge amount of data that they use to ensure confidence in our valuations.

    Raiffeisen-Landesbank Steiermark

    Raiffeisen-Landesbank Steiermark is an independent regional bank and – together with the Raiffeisen banks – it can be considered the leading retail bank in Styria.  Their sustainable business model is diversified and targets stable business segments. These consist of corporate and retail clients, capital markets and individually chosen equity investments. The bank is also the head institute of the Styrian Raiffeisen Group and thus closely linked to the Austrian Raiffeisen Group. More: https://www.raiffeisen.at/stmk/rlb/de/privatkunden.html


    Refinitiv, formerly the Financial & Risk business of Thomson Reuters, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in over 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.


    RSM’s purpose is to deliver the power of being understood to their clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients  serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 41,000 people in 116 countries. For more information, visit rsmus.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.


    For 50 years, SEI has used the most up-to-date research to anticipate changing investor needs and create innovative solutions designed for individual and institutional investors alike. SEI is one of the world’s largest managers of managers and has more than 3,600 employees in offices around the world. Founded in 1968, SEI is headquartered in Oaks, Pennsylvania. SEI’s culture is reflected in its campus—leading edge architecture and unconventional artwork combine to create an innovative and client-focused culture.

    Shinsei Bank, Ltd.

    Shinsei Bank is a leading diversified Japanese financial institution providing a various range of financial products and services to both institutional and individual customers.  The Bank has a network of outlets throughout Japan and is committed in its pursuit of uncompromising levels of integrity and transparency in all of its activities in order to earn the trust of its customers, staff and shareholders.  The Bank is committed to delivering long-term profit growth and increasing value for all its stakeholders.  News and other information about Shinsei Bank is available at http://www.shinseibank.com/corporate/en/index.html.

    Shizuoka Bank

    The Shizuoka Bank, established in 1943, is one of the largest Japanese regional banks, headquartered in Shizuoka Prefecture. The bank primarily does business in Shizuoka Prefecture, which is a distribution hub between Tokyo and Osaka/Kyoto. The bank has over 200 branches/offices including outside the prefecture and overseas. The bank has high market share in the prefecture and provides comprehensive financial services. The bank contributes to cultural and regional economic development based on the Bank’s corporate philosophy “expand dreams and affluence with our community”. To learn more, visit https://www.shizuokabank.co.jp/english/.

    Sony Bank

    Sony Bank Inc., a wholly owned subsidiary of Sony Financial Holdings Inc., is an asset management bank focusing on individuals in Japan, established in 2001. Sony Bank provides customer-oriented, convenient, high-quality financial products and services to individual customers with deposits in Japanese Yen, deposits in foreign currency, investment trusts and mortgage loans over the Internet. By leveraging the advantages of the internet, Sony Bank’s client base has expanded rapidly and it is an innovative and industry-leading direct bank.

    *Any person living in Japan is able to use Sony Bank’s services.


    Tetragon is a closed-ended investment company that invests in a broad range of assets, including bank loans, real estate, equities, credit, convertible bonds, private equity, infrastructure and TFG Asset Management, a diversified alternative asset management business. Where appropriate, through TFG Asset Management, Tetragon seeks to own all, or a portion, of asset management companies with which it invests in order to enhance the returns achieved on its capital. Tetragon’s investment objective is to generate distributable income and capital appreciation. It aims to provide stable returns to investors across various credit, equity, interest rate, inflation and real estate cycles. The company is traded on Euronext in Amsterdam N.V. and on the Specialist Fund Segment of the main market of the London Stock Exchange.


    With fund assets of around EUR 411 billion under administration, thereof EUR 338 billion in own vehicles and around EUR 73 billion in additional services as insourcing, well over 1,200 mutual and special investment mandates and a workforce of around 650, Universal-Investment is the largest independent investment company in the German-speaking region. With its three key service areas Administration, Insourcing and Risk Management, the company’s lies on the efficient and risk-orientated management of funds, securities, alternative investments and real estate. The investment company is the central platform for independent asset management and unifies the investment know-how of portfolio managers, private banks, asset managers and investment boutiques. Founded in 1968, the Universal-Investment group is headquartered in Frankfurt/Main and has subsidiaries and holdings in Luxemburg, Poland and Austria. It is one of the pioneers of the investment industry and has meanwhile become the market leader in the areas of master-KVG and private label funds. According to the 2018 PwC ManCo Survey, Universal-Investment is the largest AIFM ManCo in Luxembourg; among the Third-Party-ManCos, Universal-Investment also ranks in first place (as of 31 December 2018).

    Vega Economics

    Vega Economics is a premier full-service consulting firm that acts as a strategic partner to our clients in a multitude of economic and financial contexts.  Vega Economics has an extensive relationship network that provides them with the flexibility to utilize experts in a variety of fields.

    Washington State Employees Credit Union

    WSECU is a not-for-profit credit union open to all Washington State residents with a special emphasis on meeting the financial needs of those who give back to their communities through public service, volunteering and philanthropy. Founded in 1957, WSECU has 260,000 members, 21 branches, $2.6 billion in assets, and commits four percent of its annual earnings to invest back in to the communities it serves.


    Wilshire's mission is to provide innovative investment solutions and object, independent investment advice to investors throughout the world.

    ZM Financial Systems

    Moody's Analytics partners with ZM Financial Systems to provide Moody's Analytics cash flow models and credit models on ZMFS desktop and online ALM platforms.