Established in 22 locations around the world with 4,000 members of staff, Societe Generale Securities Services (SGSS) offers its clients, financial institutions and brokers, asset managers, insurers and businesses, global solutions adapted to the latest financial market and regulatory trends: clearing services, custody and trustee services, retail custody services, fund administration and asset servicing, liquidity management, transfer agent and global issuer services.

SGSS ranks among the three largest European custodians and the top ten worldwide, with EUR 4,702 billion of assets under custody. SGSS provides custody & trustee services for 3,532 funds and the valuation of 2,999 funds, representing assets under administration of EUR 587 billion*.

For further information, follow us on Twitter @SG_SS, LinkedIn or visit our website www.securities-services.societegenerale.com.

*Figures at end June 2023


Clarity AI is a sustainability technology platform that uses machine learning and big data to deliver environmental and social insights to investors, organizations, and consumers.

As of January 2023, Clarity AI’s platform analyzes more than 70,000 companies, 360,000 funds, 198 countries, and 199 local governments – the broadest data coverage in the market with up to 13 times more than other leading players. Clarity AI delivers data and analytics for investing, corporate research, benchmarking, consumer ecommerce, and reporting. One way Clarity AI delivers on its mission to bring societal impact to markets is by ensuring its capabilities are delivered directly into clients' workflows through integrations with BlackRock - Aladdin, Refinitiv an LSEG business, BNP Manaos, Allfunds, and Simcorp. Additionally, Clarity AI's sustainability insights also reach more than 150 million consumers on the Klarna platform. Clarity AI has offices in North America, Europe, and the Middle East, and its client network manages tens of trillions in assets.

Website: www.clarity.ai


Monterey Insight is a leading independent fund industry research company, delivering unparalleled insights and analysis. With an unwavering commitment to excellence, we offer the sole comprehensive report of service providers for both regulated and unregulated collective investment funds serviced from and/or domiciled in the UK, Luxembourg, Ireland, Jersey, and Guernsey.

Based in London, our dedicated team thoroughly examines over 40,000 investment funds serviced and/or domiciled within these jurisdictions. Our annual fund reports and underlying data sets are meticulously crafted, providing a manually cleansed, wide-ranging, and verified source of information.

Website: www.montereyinsight.com


FundGuard is transforming legacy operating models with a cross-enterprise, AI-powered, cloud native and multi-asset class investment accounting platform for asset managers, asset owners, custodian banks and fund administrators.

FundGuard is backed by strategic partners including Citi and State Street Corp, venture firms Blumberg Capital, LionBird Ventures, and Team8 Capital among others. Visit www.fundguard.com to learn more about our all-in-one solution for CNAV, ABOR and IBOR.


Waystone is a leading provider of institutional governance, risk and compliance services to the asset management industry. Partnering institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now supporting asset managers with more than US$2tn in AUM. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.