The convergence of traditional and alternative investments is creating new operational challenges for asset managers and fund administrators.
As semi-liquid and hybrid fund structures gain traction among retail and institutional investors alike, firms are increasingly being asked to support a broader mix of asset classes, liquidity profiles and regulatory requirements, often within existing servicing models built for more traditional fund structures.
For investor servicing and transfer agency teams, the result is greater pressure on operational scalability, lifecycle management and the ability to deliver consistent investor experiences across increasingly complex products.
This on-demand TechTalks™ webinar from FIS® explores how firms can modernize transfer agency operations to support the growing demand for hybrid investment structures and a broader range of products.
Featuring insights from Cian Hyland, solutions leader, investor servicing, FIS, and Russell Andrews, head of wealth and asset management, FIS, the webinar explores:
- Why semi-liquid and hybrid fund structures are reshaping investor servicing requirements
- The operational challenges associated with servicing regulated, alternative and hybrid fund products on legacy infrastructure
- Why scalability and automation are becoming increasingly critical as retail participation expands
- How AI-driven technologies are helping firms improve efficiency, transparency and operational insight across investor servicing functions
- Why operational infrastructure is becoming a more important differentiator as firms expand access to alternative investments
Watch the webinar to learn how transfer agency teams can support more complex investor lifecycles more efficiently and position their servicing models for future growth.