Barrington Partners has published its annual North American Transfer Agency Costs survey, which aims to enable firms to compare and analyse transfer agency costs on a standardized basis.
The goal of the survey was to provide firms with information on total costs, average assets per account, costs analysed by internal or outsourced operations, costs per account, reallocated costs and sub-accounting expenses, call center metrics and tracking of customer interactions, B to A class share conversions, small funds and the profitability of the transfer agent.