World markets have moved irrevocably to electronic execution and we have seen an explosion in electronic trading and custody as a result.
Trading and custodian costs have plummeted and it’s no longer necessary to become a member of a privileged club to compete successfully in the frames of a broader and far more complex landscape of market structures and associated trading and custodian technologies.
Our company has the ability to provide a deep understanding of the complex and rapidly evolving new world of pervasive custodian services from multiple perspectives.
Our company cooperates with a network of global custodians as part of its operations.
It is our aim to offer tailor-made consulting and research services on the global custody sector, which fit the individual needs of our customers.
No matter what services our clients require, regardless of their location, and whether they need administrative support and settlement of their assets, our company can provide worldwide resources combined with strong local expertise.
Our specialists can design flexible and integrated solutions for our customers, which fulfil all the service levels necessary in an ever-changing global environment.
Advisory on the selection
Changing custodians can be expensive, time-consuming and disruptive, so selecting the right custodian to meet a listed company’s current and expected needs is critical.
Our company’s evaluation and selection framework combines proven capabilities and a fee benchmarking process with a rigorous, customized request-for-proposal solution.
This methodology enables our clients to identify the custodian that offers the best value to meet their particular needs.
Our experience and expertise help clients ask the right questions for their situation and ensure that they achieve their goals when meeting prospective candidates.
Cost Effective custodian solutions
Custodian fees are often difficult to assess, and compare, as costs are both explicit and implicit. Significant investments in technology have made once labour -intensive processes highly automated, which has led to increased cost efficiencies. Rapid industry consolidation has also enabled custodians to realize considerable economies of scale, resulting in a trend towards cost and fee reduction.
Institutional investors proactively surveying the market, particularly those with significant cross-border investments, have benefited from fee reductions.
Achieving an objective and consistent fee comparison is difficult.
Our consulting process considers explicit and implicit fees and provides a comprehensive context within which clients can assess overall charge levels and value for service.
Contract review and negotiation
Custody arrangements are highly specialized and complex relationships with which most legal advisers have limited technical expertise and experience. Our company advises clients and their legal counsel regarding custodian operational and administrative functions, providing technical and business context within which legal counsel can opine and assess contract language or omissions. In addition, we provide clients and legal counsel with an understanding of market practices so clients can both effectively negotiate their position.
Ongoing monitoring
Once a custodian is appointed, custodian and investment operations should be monitored to ensure that fund administrators are meeting their fiduciary duty and explicit, implicit and opportunity costs are being managed. Our consulting approach enables to:
• Identify and realize opportunities to reduce costs
• Increase efficiency of interaction between investment managers, custodians and other third-party agents
• Improve governance
• Validate value for money as your needs evolve and the market changes
Trading and custodian costs have plummeted and it’s no longer necessary to become a member of a privileged club to compete successfully in the frames of a broader and far more complex landscape of market structures and associated trading and custodian technologies.
Our company has the ability to provide a deep understanding of the complex and rapidly evolving new world of pervasive custodian services from multiple perspectives.
Our company cooperates with a network of global custodians as part of its operations.
It is our aim to offer tailor-made consulting and research services on the global custody sector, which fit the individual needs of our customers.
No matter what services our clients require, regardless of their location, and whether they need administrative support and settlement of their assets, our company can provide worldwide resources combined with strong local expertise.
Our specialists can design flexible and integrated solutions for our customers, which fulfil all the service levels necessary in an ever-changing global environment.
Advisory on the selection
Changing custodians can be expensive, time-consuming and disruptive, so selecting the right custodian to meet a listed company’s current and expected needs is critical.
Our company’s evaluation and selection framework combines proven capabilities and a fee benchmarking process with a rigorous, customized request-for-proposal solution.
This methodology enables our clients to identify the custodian that offers the best value to meet their particular needs.
Our experience and expertise help clients ask the right questions for their situation and ensure that they achieve their goals when meeting prospective candidates.
Cost Effective custodian solutions
Custodian fees are often difficult to assess, and compare, as costs are both explicit and implicit. Significant investments in technology have made once labour -intensive processes highly automated, which has led to increased cost efficiencies. Rapid industry consolidation has also enabled custodians to realize considerable economies of scale, resulting in a trend towards cost and fee reduction.
Institutional investors proactively surveying the market, particularly those with significant cross-border investments, have benefited from fee reductions.
Achieving an objective and consistent fee comparison is difficult.
Our consulting process considers explicit and implicit fees and provides a comprehensive context within which clients can assess overall charge levels and value for service.
Contract review and negotiation
Custody arrangements are highly specialized and complex relationships with which most legal advisers have limited technical expertise and experience. Our company advises clients and their legal counsel regarding custodian operational and administrative functions, providing technical and business context within which legal counsel can opine and assess contract language or omissions. In addition, we provide clients and legal counsel with an understanding of market practices so clients can both effectively negotiate their position.
Ongoing monitoring
Once a custodian is appointed, custodian and investment operations should be monitored to ensure that fund administrators are meeting their fiduciary duty and explicit, implicit and opportunity costs are being managed. Our consulting approach enables to:
• Identify and realize opportunities to reduce costs
• Increase efficiency of interaction between investment managers, custodians and other third-party agents
• Improve governance
• Validate value for money as your needs evolve and the market changes
