transfer agency

Jun 05, 2013

Building graphSince the financial crisis, data has become a more lucrative piece of the asset servicing offering. But delivery models vary and the custodian banks, the giants of this business, face competition, finds Nicholas Pratt.

Apr 25, 2013

gavellaw booksRegulation is blamed for increased concerns surrounding technology in the transfer agency (TA) business, particularly straight-through processing (STP).

Apr 05, 2013

Depositary banks in the Nordics are waiting with bated breath for their local regulators to interpret the AIFMD. What will it mean for depositary liability, lost securities and cost? George Mitton asked participants at our Stockholm panel.

Apr 05, 2013

Depositary banks in the Nordics are waiting with bated breath for their local regulators to interpret the AIFMD. What will it mean for depositary liability, lost securities and cost? George Mitton asked participants at our Stockholm panel.

Apr 05, 2013

looking glassSenior executives at third-party administrators surveyed tell Funds Europe about competition and challenges.

Nov 12, 2012

Handshake 3Man Group, a London-listed hedge fund, has handed Citi a servicing brief for its Luxembourg-based Sicav fund.

Nov 02, 2012

compassLatin America’s fund managers are experts at domestic equities, while some – and it is suggested the Chileans most of all – have a pan-regional expertise too. It is a natural next step, then, that asset managers look to expand overseas. Nick Fitzpatrick asks fund service providers about trends among this client base.

Sep 04, 2012

Asian asset managers have historically lagged behind Europe and North America in the take-up of operational outsourcing, but the participants in our roundtable say this is changing. They also discuss the cost pressures they face themselves as a result of increased regulation. Chaired by Stefanie Eschenbacher.

Aug 31, 2012

Two French banks saw their global assets under custody shrink during our survey period, while Citi – formerly the largest custodian of European assets – was overtaken by an American rival, finds Nick Fitzpatric.

Aug 31, 2012

Two French banks saw their global assets under custody shrink during our survey period, while Citi – formerly the largest custodian of European assets – was overtaken by an American rival, finds Nick Fitzpatric.

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Executive Interviews

CEO INTERVIEW: Munro gains three-year track record

Mar 16, 2017

Aviva Investors’ annual results this month were the third set since Euan Munro took over as CEO. Nick Fitzpatrick speaks to him about the ‘Aims’ fund at the heart of the firm’s outcome strategy.

DISTRIBUTION INTERVIEW: Tales of the unexpected

Mar 16, 2017

Laurence Terryn, a fund selector at Candriam, tells David Stevenson how the twists and turns of the past year’s macro environment flavoured her approach to fund selection.

Roundtables

ASSET SERVICING ROUNDTABLE: Under pressure

Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.

SEC LENDING ROUNDTABLE: Both a borrower and a lender be

Jan 11, 2017

Industry heavyweights, including agent lenders, discuss issues affecting the securities lending sector such as regulation and the types of collateral being used.