Investment funds

System Sale or Lease Providers Transfer Agent five-year snapshot (no. of accounts).

Remote Service Transfer Agent five-year snapshot.

Full-Service Transfer Agent five-year snapshot.

Transfer Agent services (Gemini to U.S. Bancorp)..

Transfer Agent services (ALPS to FIS).

System Sale or Lease Transfer Agent business statistics.

Remote Service Transfer Agent business statistics.

Full-service Transfer Agent business statistics.

System Sale or Lease Transfer Agent rankings by clients.

System Sale or Lease Transfer Agent rankings by accounts.

Remote Service Transfer Agent rankings by clients.

Remote Service Transfer Agent rankings by accounts.

Full-service Transfer Agent rankings by clients.

Full-service Transfer Agent rankings by accounts.

The conversion of fund administration, portfolio accounting, transfer agent, custody and distribution services from one mutual fund service provider to another firm can be one of the most risky endeavors undertaken by a mutual fund company.

Through the Investment Manager Services division, SEI provides a comprehensive platform of fund administration and operational outsourcing services to support investment managers and asset owners globally across a wide range of registered and unregistered fund structures, investment strategies and jurisdictions.

Northern Trust Corporation is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals.

BNY Mellon’s Alternative Investment Services is a leading service provider for alternative assets. We deliver a dynamic service model with global expertise, scalable technology and integrated investment supporting capabilities at the core.

Hedge fund services.