Investor Services

Our Investor Services-Transaction Banking work covers the following lines of business:

• Custody Services

• Correspondent Clearing

• Securities Lending

• Corporate Trust

• Third Party Administration

• Alternative Investments/Hedge Funds

• Treasury/Cash Management

• Trade Services

Within these lines of business we focus on:

• Product Management

• Client Delivery/Implementation

• Marketing

• Sub-Custodian Network Management

• Core Operations

• Transaction Services Operations

• Transfer Agency/Fund Administration

• Trust & Fiduciary Services

• Master Trust/Fund Accounting

• Investment Performance Analysis

Our industry focus, ongoing client work, keen understanding of competitive issues and practices and proprietary study data allows us to frame each consulting project within a broad business context. We work closely with our clients to help them understand regional pay issues, optimize Infrastructure sizing, make informed compensation decisions and build industry-best pay practices.

We have two consulting teams that leverage our extensive data library, to deliver fact-based solutions to client problems:

The Gauge team, whose primary focus is on cost and revenue metrics and Z/Yen Limited, focusing on operational costs.

Our core surveys and products cover the 4 core locations: Australia, Hong Kong, Japan, and Singapore. We also cover the following 8 locations in the reduced scale surveys: China, India, Indonesia, Korea, Philippines, Malaysia, Thailand, and Taiwan.