NORTHFIELD PARTNERS
PARTNER
 
SERVICE CATEGORY
 
NORTHFIELD PARTICIPATION
 
  • 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
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  • Portfolio Construction
  • Portfolio Risk Management
  • Performance Attribution
  • Portfolio Manufacturing for High Net Worth
  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.
Access Partner
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  • 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".
Access Partner
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  • Risk Management
  • Performance Attribution
  FinAnalytica has integrated the Northfield XRD global, US and European equity risk models for measuring and monitoring risk and risk based performance attribution within their Cognity suite of products.
Access Partner
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  • 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
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  • 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.
Content Partner
     
 
  • Performance Attribution
  Northfield has integrated Mayfield’s Complete Attribution (CAtt), an innovative approach to performance attribution, within Northfield’s Prism Portfolio Manager Workstation 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
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  • 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.
Access Partner
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  • 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.
Access Partner
      MARS
 
  • Portfolio Construction
  • Portfolio Risk Management
  Thomson Reuters 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.
Access Partner
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