In the quest for alpha, professional investors are increasingly turning to alternative data to gain a competitive edge. Contract Managers & Consultants offer valuable insights into companies’ operational health, strategic direction, and potential risks. By analyzing data from contract terms, consultant engagements, and compliance records, investors can uncover hidden trends, assess management quality, and forecast industry shifts. This data complements traditional financial metrics, providing a more comprehensive view of investment opportunities. In this blog post, we will explore the key data sources and applications of Contract Management & Consultant data, demonstrating how this category is transforming the way investors evaluate companies and make decisions in today’s complex market environment.
Jordan & Jordan
Company Summary
Jordan & Jordan is a fintech solutions provider that offers a comprehensive suite of services to help securities industry firms manage their market data and regulatory compliance obligations. The company’s market data services include licensing compliance, quote meter and MISU audit support, application assessment reviews, and strategic cost optimization assistance. Additionally, Jordan & Jordan provides compliance and regulatory solutions, conducting targeted reviews and delivering assessments to help firms validate their control environments and adhere to regulatory requirements. The company also facilitates industry collaboration through the Financial Information Forum (FIF) and the Research Information Exchange Markup Language (RIXML) forum, where member firms can discuss issues related to regulatory compliance, market data, and the tagging, distribution, and consumption of research and interaction content.
Key Features For Investors
Jordan & Jordan provides a comprehensive suite of market data, compliance, and technology solutions that empower hedge funds and asset managers to make more informed investment decisions. By leveraging J&J’s expertise and services, investors can optimize their data management processes, ensure regulatory compliance, and enhance their trading strategies.
Key features of Jordan & Jordan’s offerings that investors find valuable include:
- Market data management solutions that help firms assess data usage, control costs, and ensure compliance with licensing agreements
- Guidance on navigating complex financial regulations related to market data and trading practices
- Advanced technology solutions for efficient data integration, analysis, and reporting
- Reliable network infrastructure and connectivity services to ensure fast access to market data, which is critical for high-frequency trading
- Industry collaboration through forums like FIF and RIXML, facilitating discussions on regulatory compliance, market data, and research content management
Improving Investment Decisions
Jordan & Jordan (J&J) empowers hedge funds and asset managers to make more informed investment decisions by providing a comprehensive suite of market data, compliance, and technology solutions. By leveraging J&J’s expertise and services, investors can optimize their data management processes, ensure regulatory compliance, and enhance their trading strategies.
J&J’s offerings help investors improve their decision-making capabilities in several key areas:
- Market data management: J&J’s solutions assist firms in assessing data usage, controlling costs, and ensuring compliance with licensing agreements, enabling investors to efficiently manage and utilize market data in their investment processes.
- Regulatory compliance: J&J provides guidance on navigating complex financial regulations related to market data and trading practices, helping investors maintain compliance and mitigate regulatory risks.
- Advanced technology: J&J’s technology solutions facilitate efficient data integration, analysis, and reporting, empowering investors to process and derive insights from large datasets more effectively.
- Reliable infrastructure: J&J’s network infrastructure and connectivity services ensure fast, reliable access to market data, which is crucial for investors engaged in high-frequency trading strategies.
- Industry collaboration: Through forums like FIF and RIXML, J&J facilitates discussions on regulatory compliance, market data, and research content management, allowing investors to stay informed and adapt to evolving industry trends and best practices.
Contract Management & Consultants
Company Summary
Contract Management & Consultants (CJC) is a leading consultancy firm specializing in managing mission-critical systems for the financial sector. With over 20 years of experience, CJC provides a range of services, including consultancy, managed services, and professional services, to help clients optimize their market data ecosystem. The company’s skilled technologists, innovative processes, and global 24/7 support enable clients to improve agility, control, and intelligence over their systems. CJC also offers commercial transparency services to help clients realize full value from vendors and third-party services. Trusted by more than 800 leading financial institutions, CJC’s expertise spans across market data platforms, such as Refinitiv RTDS (TREP), Bloomberg, Exegy, Solace, and Kafka.
Key Features For Investors
Contract Management & Consultants (CMC) provides a range of services that offer valuable insights for hedge funds and asset managers seeking to make informed investment decisions. By leveraging their expertise in contract management and consultancy, CMC delivers alternative data solutions that help investors identify risks, optimize costs, and gain a competitive edge in the market.
CMC’s key features for investors include:
- Detailed contract analysis and risk assessment to identify potential legal and compliance issues
- Cost optimization insights based on thorough evaluation of vendor contracts and expenses
- Strategic advisory services for mergers, acquisitions, and portfolio diversification decisions
- Regulatory compliance guidance to ensure adherence to relevant laws and regulations
- Customized consultancy services tailored to the specific needs and objectives of hedge funds and asset managers
Improving Investment Decisions
Contract Management & Consultants (CMC) empowers hedge funds and asset managers to make more informed investment decisions by providing valuable alternative data solutions derived from their expertise in contract management and consultancy services. By leveraging CMC’s comprehensive contract analysis, risk assessment, and strategic advisory services, investors gain deeper insights into the companies they are interested in, enabling them to identify potential opportunities, mitigate risks, and optimize their portfolios.
CMC’s services help investors improve their decision-making process in several key ways:
- Conducting thorough contract due diligence to uncover hidden risks, legal issues, and compliance concerns that could impact investment performance
- Identifying cost-saving opportunities and efficiency gains through detailed analysis of vendor contracts and expenses
- Providing strategic guidance on mergers, acquisitions, and portfolio diversification based on insights gleaned from contract evaluations
- Ensuring compliance with relevant laws and regulations by reviewing contractual agreements and offering expert advice on regulatory requirements
- Delivering customized consultancy services tailored to the unique needs and objectives of each hedge fund or asset manager, enabling more targeted and effective investment strategies
Concertiv
Company Summary
Concertiv is a procurement-as-a-service provider that helps mid-market financial firms, including private equity, hedge funds, investment banks, consulting, and law firms, optimize their spend, mitigate contractual risks, and improve operational efficiency. By leveraging group purchasing power, a network of over 5,000 contracts under management, and more than $500 million in annual spend, Concertiv delivers savings of over 20% across key categories such as travel, technology, market data, and insurance. The company’s services include expert recommendations, market intelligence, a team of category experts, and the Concertiv360™ platform for centralized contract management, enabling clients to make data-driven decisions and unlock significant savings.
Key Features For Investors
Concertiv provides a suite of procurement and spend management solutions that offer valuable insights and efficiencies for hedge funds and asset managers. By leveraging its extensive network of suppliers, contract management expertise, and data-driven platform, Concertiv empowers investors to optimize their operational costs and make more informed decisions.
Key features of Concertiv’s offerings that investors find particularly useful include:
- Spend analytics and benchmarking tools that provide visibility into operational expenses across various categories such as market data, technology, and professional services
- Access to pre-negotiated contracts and preferred pricing through Concertiv’s group purchasing programs, enabling significant cost savings
- Centralized contract management and supplier performance tracking via the Concertiv360™ platform, streamlining administrative processes and mitigating risks
- Category-specific insights and market intelligence reports that help investors stay informed about industry trends and best practices
- Dedicated client success teams and procurement experts who provide customized recommendations and support tailored to each firm’s unique needs and goals
By leveraging Concertiv’s alternative data and procurement solutions, hedge funds and asset managers can gain a competitive edge through enhanced operational efficiency, cost optimization, and data-driven decision making. The company’s offerings enable investors to focus more resources on their core investment strategies while ensuring that their operational infrastructure is optimized and aligned with industry best practices.
Improving Investment Decisions
Concertiv empowers hedge funds and asset managers to make more informed investment decisions by providing comprehensive procurement and spend management solutions. By leveraging Concertiv’s data-driven insights, investors can optimize their operational costs, identify potential risks and opportunities, and gain a competitive edge in the market.
Concertiv’s offerings enable investors to improve their decision-making processes in several key ways:
- Gain visibility into operational expenses and identify cost-saving opportunities through spend analytics and benchmarking tools
- Access pre-negotiated contracts and preferred pricing to reduce costs and streamline procurement processes
- Mitigate risks and ensure compliance through centralized contract management and supplier performance tracking
- Stay informed about industry trends and best practices with category-specific insights and market intelligence reports
- Receive customized recommendations and support from dedicated client success teams and procurement experts
TRG Screen
Company Summary
TRG Screen is a leading provider of enterprise subscription management solutions that enable global enterprises to monitor and manage their subscription spend, usage, and compliance across the entire organization. The company’s powerful software solutions cover the full life cycle of market data, research, software licensing, and other corporate expenses, helping clients optimize costs, improve workflows, and ensure compliance with vendor contracts. With a client base of over 500 customers in the financial, legal, and professional services sectors, TRG Screen’s solutions provide a single view of subscription costs, usage monitoring, compliance management, and contract management. By leveraging TRG Screen’s solutions, enterprises can achieve significant cost savings (2-30%), gain full transparency and control over their subscriptions, and streamline their processes while mitigating compliance risks.
Key Features For Investors
TRG Screen offers a suite of powerful tools and services that enable hedge funds and asset managers to optimize their market data subscriptions, gain actionable insights from data analytics, and assess the value of research and interactions. By leveraging alternative data sources and advanced analytics, TRG Screen empowers investors to make better-informed decisions and identify unique investment opportunities.
Key features that investors find valuable include:
- FITS and InfoMatch products for effective management and control of market data costs and usage, ensuring optimal value from data subscriptions
- Insight analytics platform that aggregates data from various sources and provides tools for visualization, reporting, and collaboration to uncover trends and opportunities
- ResearchMonitor for measuring, monitoring, and assessing the value of research and interactions with providers, enabling informed decisions on research spend and usage
- Integration of alternative data sources such as social media, satellite imagery, and web scraping to enhance insights and provide a comprehensive view of the market
- Customizable solutions that align with the unique needs and workflows of each investment firm, facilitating seamless data analysis and real-world application
By utilizing TRG Screen’s offerings in the contract management and consulting space, hedge funds and asset managers can streamline their data management processes, ensure compliance with licensing agreements, and derive maximum value from their data investments. This ultimately leads to more efficient and effective investment strategies that can provide a competitive edge in the market.
Improving Investment Decisions
TRG Screen empowers hedge funds and asset managers to make better investment decisions by providing comprehensive solutions for managing market data subscriptions, deriving actionable insights from data analytics, and assessing the value of research and interactions. By leveraging alternative data sources and advanced analytics, TRG Screen enables investors to optimize their data spend, gain a deeper understanding of the market, and identify unique investment opportunities.
TRG Screen’s offerings help investors improve their decision-making process in several key ways:
- Optimizing market data subscriptions through FITS and InfoMatch products, ensuring investors get the most value from their data spend
- Providing powerful analytics tools via the Insight platform to aggregate data, visualize trends, and uncover opportunities
- Enabling investors to measure and assess the value of research and interactions using ResearchMonitor, facilitating informed decisions on research spend
- Integrating alternative data sources such as social media, satellite imagery, and web scraping to enhance market insights and provide a more comprehensive view
- Offering customizable solutions that align with each firm’s unique needs and workflows, allowing for seamless integration and real-world application of data-driven insights
S4
Company Summary
S4 Market Data is a market data management solutions provider that helps financial institutions effectively manage their market data environments and programs. The company offers a comprehensive suite of services, including market data administration, vendor management, cost optimization, and compliance. By leveraging their extensive industry experience and certified spend management consultants, S4 Market Data assists clients in tracking and allocating market data services and expenses, managing vendor relationships and contracts, optimizing costs through spend analytics, and ensuring compliance with vendor agreements and exchange reporting requirements. The company also provides customized dashboards using business intelligence tools to give clients a holistic view of their market data spend across vendors, departments, platforms, and contracts.
Key Features For Investors
S4 Market Data offers a comprehensive suite of market data management solutions that enable hedge funds and asset managers to optimize their data environments, streamline operations, and make more informed investment decisions. By leveraging S4’s expertise in market data administration, vendor management, and cost optimization, investors can gain a competitive edge in an increasingly data-driven industry.
Key features of S4 Market Data’s offerings that benefit investors include:
- Centralized market data management: S4’s solutions provide a single, unified platform for managing all market data services, contracts, and expenses across an organization. This centralized approach improves data governance, reduces operational risk, and enables more effective decision-making.
- Vendor management and cost optimization: S4’s certified spend management consultants help investors navigate the complex market data vendor landscape, negotiate favorable contracts, and identify cost-saving opportunities. By optimizing market data spend, investors can allocate more resources to alpha-generating activities.
- Compliance and reporting: S4’s solutions ensure compliance with vendor agreements and exchange reporting requirements, mitigating legal and regulatory risks. Customizable dashboards and reporting tools provide investors with real-time visibility into their market data usage and spend, facilitating better oversight and control.
- Integration with existing systems: S4’s platform seamlessly integrates with investors’ existing systems and workflows, minimizing disruption and enabling faster adoption. This integration allows investors to leverage their market data investments more effectively and efficiently.
- Expertise and support: S4’s team of market data experts provides ongoing support and guidance to help investors optimize their data strategies, stay ahead of industry trends, and maximize the value of their market data investments.
Improving Investment Decisions
S4 Market Data empowers hedge funds and asset managers to make better-informed investment decisions by providing a comprehensive suite of market data management solutions. By leveraging S4’s expertise in data administration, vendor management, cost optimization, and compliance, investors can streamline their market data operations, freeing up resources to focus on alpha-generating activities.
S4’s solutions enable investors to:
- Gain a centralized view of their market data landscape, facilitating better data governance, risk management, and decision-making
- Optimize market data spend through vendor contract negotiations, usage analytics, and cost allocation, allowing for more efficient use of resources
- Ensure compliance with vendor agreements and exchange reporting requirements, mitigating legal and regulatory risks
- Integrate market data seamlessly into existing systems and workflows, enhancing data accessibility and usability across the organization
- Benefit from ongoing support and guidance from S4’s market data experts, helping to optimize data strategies and stay ahead of industry trends
BST
Company Summary
BST America is a market data consulting firm that specializes in helping clients maximize the value they derive from their market data investments. With a focus on strategic acquisition and negotiation of content, BST America assists clients in navigating the evolving market data landscape. The company’s core competencies include market data commercial sourcing, business analysis, compliance and auditing analysis, and recovery. By leveraging their expertise, BST America helps clients make informed decisions about market data, considering factors such as cost, usage, and innovation, while ensuring compliance with regulations and guidelines. The firm’s ultimate goal is to support clients in staying ahead of the curve as market data continues to evolve, incorporating innovations such as cloud-based and AI-driven solutions, and adapting to the growing demand for flexibility in supporting forward-moving business operations.
Key Features For Investors
BST America provides a suite of market data consulting services that empower hedge funds and asset managers to optimize their data strategies and investments. The company’s expertise in data sourcing, business analysis, compliance, and auditing helps investors navigate the complex market data landscape more effectively.
Key features of BST America’s services that benefit investors include:
- Strategic guidance on acquiring and negotiating market data content to ensure cost-effectiveness and alignment with investment objectives
- In-depth business analysis to assess data usage, identify opportunities for rationalization, and optimize data spend
- Compliance and auditing support to mitigate risks associated with market data licensing and usage, ensuring adherence to regulations and guidelines
- Assistance in leveraging innovative market data solutions, such as cloud-based and AI-driven technologies, to enhance flexibility and adapt to evolving business needs
- Customized approaches tailored to each client’s unique requirements, considering factors such as investment strategies, data needs, and budget constraints
Improving Investment Decisions
BST America’s market data consulting services empower hedge funds and asset managers to make more informed investment decisions by optimizing their data strategies. The company’s expertise in data sourcing, business analysis, compliance, and auditing helps investors navigate the complex market data landscape more effectively, enabling them to identify opportunities, mitigate risks, and adapt to evolving business needs.
BST America supports investors in enhancing their decision-making processes through:
- Strategic guidance on acquiring and negotiating market data content to ensure cost-effectiveness and alignment with investment objectives
- In-depth business analysis to assess data usage, identify opportunities for rationalization, and optimize data spend
- Compliance and auditing support to mitigate risks associated with market data licensing and usage, ensuring adherence to regulations and guidelines
- Assistance in leveraging innovative market data solutions, such as cloud-based and AI-driven technologies, to enhance flexibility and adapt to evolving business needs
- Customized approaches tailored to each client’s unique requirements, considering factors such as investment strategies, data needs, and budget constraints
Substantive Research
Company Summary
Substantive Research is a financial services company that provides transparency and analytics for investment research and market data to help asset managers optimize their spend and drive outperformance. By offering unique datasets on research payments, consumption, and analyst moves, as well as apples-to-apples comparisons for market data pricing, Substantive Research enables clients to make informed decisions about their research and data procurement. The company’s investment research ecosystem, which includes a curated research discovery service and an ESG data provider directory, allows investment professionals to efficiently navigate the vast landscape of available resources and find the most relevant content and tools for their specific needs.
Key Features For Investors
Substantive Research provides a comprehensive platform that empowers hedge funds and asset managers to optimize their research procurement and consumption processes. By leveraging Substantive Research’s unique datasets, comparative analytics, and expert insights, investors can make more informed decisions about their research spending and improve the effectiveness of their investment strategies.
Key features of Substantive Research’s offerings that investors find valuable include:
- Detailed data on research payments, consumption patterns, and analyst moves across the investment research industry
- Apples-to-apples comparisons of market data pricing, enabling investors to optimize their spending on research and data services
- Curated research discovery tools that help investors efficiently navigate the vast landscape of available content and find the most relevant resources for their needs
- Access to a directory of ESG data providers, allowing investors to identify and evaluate specialized datasets for incorporating ESG factors into their investment processes
- Customized analytics and benchmarking reports that provide insights into research spending trends, consumption patterns, and best practices among peer firms
- Expert guidance on managing research procurement processes, optimizing research budgets, and ensuring compliance with regulations such as MiFID II
Improving Investment Decisions
Substantive Research empowers hedge funds and asset managers to make better investment decisions by providing a comprehensive platform that combines expert research, data discovery, and analytics. By leveraging Substantive Research’s offerings, investors can navigate the complex landscape of investment research and market data more effectively, optimize their research spending, and enhance their investment strategies.
Substantive Research helps investors improve their decision-making processes through:
- Providing unique datasets on research payments, consumption patterns, and analyst moves, enabling investors to benchmark their research spending and identify best practices
- Offering apples-to-apples comparisons of market data pricing, allowing investors to optimize their spending on research and data services
- Curating a research discovery service that helps investors efficiently find the most relevant content and tools for their specific needs
- Maintaining a directory of ESG data providers, assisting investors in identifying specialized datasets for incorporating ESG factors into their investment strategies
- Delivering customized analytics and benchmarking reports that provide insights into research spending trends, consumption patterns, and best practices among peer firms
- Offering expert guidance on managing research procurement processes, optimizing research budgets, and ensuring compliance with regulations such as MiFID II
3di
Company Summary
3di (3d innovations) is a global data management consultancy specializing in the financial services and commodity trading sectors, with resource hubs in the City of London and New York. The company focuses on three key areas: market data, reference data, and derived/computational data, providing in-depth information, insights, and solutions to enhance enterprise market data management. 3di offers best-of-breed market data advisory and implementation services to various clients, including investment banks, brokerages, central banks, fund and investment managers, insurance companies, hedge funds, wealth managers, and IFAs. The company’s expertise is delivered through its web-based industry intelligence tool, Profiler, and its comprehensive solution for market and reference data management, Data Compliance & Dependency Manager. By leveraging its strong understanding of local markets and utilizing a Software-as-a-Service (SaaS) model, 3di addresses the complex needs of financial and commodity market data management, ensuring compliance and cost efficiency for its clients.
Key Features For Investors
3di provides a range of market data management solutions and advisory services that help hedge funds and asset managers streamline their data operations and extract valuable insights. By leveraging 3di’s expertise in market data, reference data, and derived/computational data, investors can enhance their decision-making processes and gain a competitive edge.
Key features of 3di’s offerings that benefit investors include:
- Profiler, a web-based industry intelligence tool that provides in-depth information and insights on financial and commodity market data
- Data Compliance & Dependency Manager, a comprehensive solution for managing market and reference data, ensuring compliance and cost efficiency
- Best-of-breed market data advisory and implementation services tailored to the specific needs of hedge funds and asset managers
- Strong understanding of local markets and a Software-as-a-Service (SaaS) model that addresses the complex needs of financial and commodity market data management
- Expertise in integrating and managing data from various sources, enabling investors to access a unified view of their market data landscape
Improving Investment Decisions
3di empowers hedge funds and asset managers to make better investment decisions by providing comprehensive market data management solutions and expert advisory services. The company’s offerings enable investors to streamline their data operations, extract valuable insights, and gain a competitive edge in today’s complex financial markets.
By leveraging 3di’s services, investors can:
- Access a unified view of their market data landscape through the integration and management of data from various sources
- Utilize Profiler, a web-based industry intelligence tool, to obtain in-depth information and insights on financial and commodity market data
- Ensure compliance and cost efficiency in managing market and reference data with the Data Compliance & Dependency Manager solution
- Benefit from best-of-breed market data advisory and implementation services tailored to the specific needs of hedge funds and asset managers
- Capitalize on 3di’s strong understanding of local markets and their Software-as-a-Service (SaaS) model to address the complex needs of financial and commodity market data management
ManagementTrack
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