Expertise. Efficiency. Growth.

Solutions for Asset Managers

Since being named custodian of the first US mutual fund in 1924, we have focused on understanding your needs. Insights and intelligence to unlock opportunities. Data mining and integration to streamline your operating model. Agility and scale to support global expansion. Today we serve clients in more than 100 markets. Whatever your size or objectives, our experts are ready to help.


Insights for Asset Managers

What’s New and What’s Next

Our position in the global markets has given us a front-row seat to the latest regulatory developments, technology innovations and investment dynamics. We tap our partnerships with renowned academics, regulators and leading FinTechs to bring you timely, relevant research and perspectives..

Transforming Your Business

Solutions to Support Your Goals

We have a proven history of helping our clients succeed through industry-forward technology tools, data-driven insights and outsourced operational support. Our capabilities can be accessed individually or in combination to help streamline your entire investment process. See what we’re working on now.

Focused on Your Business
Featured Capability

Outsourced Trading Helps Keep You Focused on Your Business

With greater cost pressures, the benefits of outsourced trading are compelling for investors of all sizes. By working with us, you can concentrate on portfolio management and cost efficiencies, while gaining access to the scale, liquidity and innovation of a larger trading operation.



Working with You

How Can We Help?

Whether you are looking to enhance your business agility, gain deeper insights into investment performance, increase your investment in innovation or bring new products to market faster, we are your trusted partner — here to help keep you moving forward.