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Industry Leaders, New York

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PRIVATE EQUITY FUND ADMINISTRATION

PRIME BROKERAGE

HEDGE FUND ADMINISTRATION

NORTH AMERICAN OUTSOURCED TRADING

ETF ADMINISTRATION

CUSTODY

EDITORS' CHOICE

PRIVATE EQUITY FUND ADMINISTRATION

PEFA of the Year

  • Artex Fund Services
  • SS&C
  • Ultimus

Client Service

  • Artex Fund Services
  • Trident Trust
  • Ultimus

Capital Drawdowns and Distributions

  • CSC
  • SS&C
  • Ultimus

Reporting

  • Artex Fund Services
  • SS&C
  • Trident Trust

PRIME BROKERAGE

Prime Broker of the Year

  • Clear Street
  • JonesTrading
  • Morgan Stanley

Best Provider – Small-Cap Clients

  • CIBC
  • Morgan Stanley
  • Pershing

Best Provider – Mid-Cap Clients

  • BMO
  • CIBC
  • Pershing

Best Provider – Large-Cap Clients

  • Cantor Fitzgerald
  • CIBC
  • JP Morgan

Overall Excellence (% of category scores at 7.00)

  • CIBC
  • JonesTrading
  • Morgan Stanley

HEDGE FUND ADMINISTRATION

Hedge Fund Administrator of the Year

  • Citco
  • Opus
  • Trident Trust

Client Service

  • Citco
  • SS&C
  • Trident Trust

Reporting

  • Citco
  • Opus
  • U.S. Bank

Fund Accounting

  • Citco
  • Opus
  • U.S. Bank

NORTH AMERICAN OUTSOURCED TRADING

Coverage and Execution

  • Jefferies
  • JonesTrading
  • Meraki Global Advisors
  • StoneX

Operations and Post-Trade

  • Cowen
  • JonesTrading
  • Meraki Global Advisors
  • StoneX

Client Services and Relationship Management

  • Jefferies
  • JonesTrading
  • Meraki Global Advisors
  • Northern Trust

ETF ADMINISTRATION

ETFA of the Year

  • JP Morgan
  • RBC
  • Ultimus

Client Services

  • JP Morgan
  • RBC
  • Ultimus

Reporting

  • Citi
  • HSBC
  • RBC

Fund Accounting

  • CIBC Mellon
  • HSBC
  • Ultimus

Securities Lending

  • CIBC Mellon
  • JP Morgan
  • State Street

CUSTODY

Agent Bank of the Year: North America

  • BBH
  • BNY Mellon
  • Mitsubishi UFJ Trust and Banking Corporation

Agent Bank of the Year: Latin America

  • BNP Paribas
  • Citi
  • Santander Caceis

EDITORS' CHOICE

Fund Services Deal of the Year

  • BNY Mellon – Fred Alger Management
  • RBC – Mulvihill Capital Management
  • SS&C – USAA Real Estate
  • State Street – Deka Investment

Fund Services Acquisition of the Year

  • Apex Group – MJ Hudson
  • Gen II – Crestbridge
  • TMF Group – PartnersAdmin
  • Waystone - Centaur Group

Best New Fund Services Project

  • BNP Paribas – CapLink solutions
  • Citco – Æxeo Treasury service
  • SS&C – Superannuation Fund Administration
  • UMB Fund Services – Registered Fund Solutions (RFS) platform

Private Markets Initiative of the Year

  • Apex – Goji Partnership
  • Bloomberg - Funds Data Solution
  • Formidium – Private Fund Admin platform
  • IQ-EQ - Strategic alliance with Novata

ESG Fund Services Initiative of the Year

  • Apex Group – ESG benchmarking database
  • HSBC – Evolve ESG app suite
  • IQ-EQ – Novata
  • Maples Group – ESG Solutions suite

Fund Services Partnership of the Year

  • Apex Group – Goji
  • Calastone – Schroders
  • Citco - Fenergo 
  • FundGuard - Confluence Technologies

Fund Services One to Watch

  • Altum Group
  • The Ascent Group
  • Paralel
  • Phoenix American

Fund Services FinTech One to Watch

  • Canoe Intelligence
  • FundRecs
  • Jaid
  • TrustQuay

Fund Services Technology Provider of the Year

  • Arcesium
  • Broadridge
  • FundGuard
  • Linedata

ETF Initiative of the Year

  • Clearstream – DWS Issuance
  • HSBC – Digital ETF servicing platform
  • State Street – ETF/Alpha
  • U.S. Bank – European ETF Servicing