Congratulations to Western Asset, Nissay Asset Management, and Societe Generale on receiving Celent’s 2023 Capital Markets model awards!

Buy-side Winner: Western Asset, SRI Screening Tool

Categories: Decision Support, Compliance

Synopsis: The Socially Responsible Investments (SRI) Screening Tool brings scalability and automation for screening SRI data for client services, portfolio compliance or portfolio management purposes.It provides an efficient filtering mechanism to ascertain a portfolio’s exposure to assets that violate ESG requirements.The SRI Screener is being used by Client Services, Compliance and Portfolio analysts. It was developed in-house using an Agile approach as an alternative to vendor solutions that were deemed insufficient to meet the firm's needs.

Buy-side Winner: Nissay Asset Management, NAVIS Digital Consultation Platform for Institutional Investors

Category: Decision Support Data and Analytics

Synopsis: NAVIS (Nissay Asset Virtual Investment Solution) is a digital solution platform for institutional investors, providing consultation on the market environment and its implications to investor portfolios. For instance, it gives daily market/portfolio updates and advanced investment analytics such as return/risk forecasts using macro/alternative data and portfolio optimization.

Sell-side Winner: Societe Generale, SG Markets Data & Analytics

Category: Data Management and Analytics

Synopsis: This solution from Societe Generale, a leader in derivatives trading, offers the company’s internal and external client’s direct access to its unique and proprietary trading and quant data sets and analytics, with years of historical depth and daily used data. This C-Level-sponsored initiative modernized (including move to public cloud), and extended the internally built platform, and now supports a licence fee model so costs are mutualized.