Citi will provide custody, fund administration and trustee services for the launch of CSOP’s first exchange-traded funds in the form of an open-ended fund company
The partnership comes after Ultimus’ input in the construction and launch of the new Public Trust Participant Portal, a product that was developed collaboratively by the two firms
State Street has extended its relationship with the Los Angeles County Employees Retirement Association to provide additional solutions for performance and analytics, as well as alternative administration for the association’s real estate assets
Additional key capabilities have been added to MF Info Xchange to bring new efficiencies to the mutual fund communication process and meet evolving client needs
Phoenix American will provide back-office operational support to Capital Square with its investor services platform, transfer agent system as well as fund accounting and financial reporting services
Paul Millar, associate director, private equity at Aztec Group, says concluding the fundraising process in such a short timeframe and in the current environment “is a clear reflection of the market’s confidence in Highland’s investment strategy and t
The acquisition of Strata Fund Solutions expands the firm’s North America growth strategy focused on providing solutions to private equity, venture capital, real estate, and credit investors
Timothy Horsburgh, director of research and portfolio manager of Zephyr Management, explains that the firm was looking for a technology partner that would be able to get its fund “up and running quickly and seamlessly. SS&C delivered”