Investments

Listing BNY Mellon

BNY Mellon is the only tier 1 G-SIFI with global transfer agency services that span 35 countries on six continents and a servicing model that standardizes operations across geographies and currencies.

Sponsor Content from BNY Mellon
Listing Apex Fund Services

Apex offers advisers comprehensive and efficient solutions for launching and operating mutual funds, private funds and other pooled investment vehicles.

Apex Fund Services Apex Fund Services
TRANSFER AGENT: Five-Year Snapshot - System Sale or Lease Providers (No. of Accounts)

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

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Five-Year Snapshot - Remote Service Providers (No. of Accounts)

Remote Service Transfer Agent five-year snapshot.

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Five-Year Snapshot - Full-Service Providers (No. of Accounts)

Full-Service Transfer Agent five-year snapshot.

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Services (Gemini to U.S. Bancorp)

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

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Services (ALPS to FIS)

Transfer Agent services (ALPS to FIS).

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Business Statistics - System Sale or Lease Providers

System Sale or Lease Transfer Agent business statistics.

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Business Statistics - Remote Service Providers

Remote Service Transfer Agent business statistics.

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Business Statistics - Full-Service Providers

Full-service Transfer Agent business statistics.

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Rankings - System Sale or Lease Providers (No. of Clients)

System Sale or Lease Transfer Agent rankings by clients.

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Rankings - System Sale or Lease Providers (No. of Accounts)

System Sale or Lease Transfer Agent rankings by accounts.

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Rankings - Remote Service Providers (No. of Clients)

Remote Service Transfer Agent rankings by clients.

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Rankings - Remote Service Providers (No. of Accounts)

Remote Service Transfer Agent rankings by accounts.

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Rankings - Full-Service Providers (No. of Clients)

Full-service Transfer Agent rankings by clients.

Partner Insights from Mutual Fund Service Guide
TRANSFER AGENT: Rankings - Full-Service Providers (No. of Accounts)

Full-service Transfer Agent rankings by accounts.

Partner Insights from Mutual Fund Service Guide
Commentary Best Practices for Successful Mutual Fund Service Conversions

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.

Partner Insights from U.S. Bancorp Fund Services, LLC
Passively managed products

Worst-performing passive funds since the financial crisis

The expense ratios for these funds were closer to that of the average actively managed equity mutual fund.

By Andrew Shilling and Maddy Perkins

September 12
International funds

Vanguard adds to lineup with low-cost world bond ETF: News Scan

It’s the first U.S.-domiciled index ETF of ETFs with access to the global investment-grade credit universe, the firm said.

By Jessica Mathews
Associate Editor

September 12
Robo advisors

Ric Edelman: I’ll be a $1 trillion RIA due to digital

The founder of Edelman Financial Services says his critiques of automated advice have been proven right, and that the merger with Financial Engines sets his firm to reach new industry heights.

By Ann Marsh

September 12