SCOTTSDALE, Ariz. - Panelists at the Investment Company Institute Operations Conference's session on efficiencies among transfer agencies (TA) warned of both the difficulties and rewards of installing efficiency-measurement systems and explained the hurdles companies face, such as determining data definitions.

"In our environment we're trying to do more with less, so we need to measure how effectively we're using our resources and driving our operations," said moderator Robert W. Smith, III, a senior vice president at Franklin Templeton Investor Services.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.