Mutual funds

FUND ACCOUNTING: Rankings - '40 Act Open-End Mutual Funds - Full-Service (No. of Funds)

Full-service Fund Accounting 40 Act open end fund rankings by number of funds.

Partner Insights from Mutual Fund Service Guide
FUND ACCOUNTING: Rankings - '40 Act Open-End Mutual Funds - Full-Service Providers (Assets)

Full-service Fund Accounting '40 Act open end fund rankings by assets

Partner Insights from Mutual Fund Service Guide
Diversity and equality

Top Women in Asset Management Awards

These 10 leaders have a lot to say about how women have advanced in the industry over the years.

By Daniel Kuhn

April 29
Commentary Rethinking Fund Lineups

Remember the DOL Fiduciary Rule? The Fiduciary Rule, which outlined the fiduciary responsibilities of financial professionals to retirement account holders, was initially supposed to be phased in starting in 2017.

Partner Insights from Northern Trust
Commentary DAAS to the Rescue

Lack of data integration can prevent asset managers from maintaining adequate control of their company data, increasing the likelihood of less than optimal results. Enter data-as-a-service providers, with the tools and know-how to address data silos and other informational inefficiencies.

Partner Insights from BNP Paribas
Commentary Blue Sky Reporting. It’s still a challenge. What can we do about it?

December 1997 feels like it was yesterday. That was when I, along with a team of individuals went head on into the Blue Sky world and developed our technology solution.

Partner Insights from National Regulatory Services - NRS
Commentary Evolving Industry: Emerging Trends in Custody Servicing

At its core, custody servicing was designed to follow trades through their settlement cycle, initially focused on the safekeeping of assets.

Partner Insights from UMB Bank, N.A.
Asset management

Magazine Top Women in Asset Management Awards

This year’s winners — including co-founders, managing directors and presidents — have a lot to say about how women have advanced in the industry.

April 26
Fund performance

Emerging markets funds with the best 10-year returns

Expense ratios were more than twice the industry average.

By Andrew Shilling

April 24
Listing Listing Ultimus Fund Solutions

Ultimus Private Fund Solutions, a leading independent provider of fund administration, accounting, and investor solutions to alternative fund managers, joined forces with LeverPoint in 2019 to become Ultimus LeverPoint Private Fund Solutions, headquartered in Clifton Park, New York.

Sponsor Content from Ultimus Fund Solutions, LLC