Industry Leaders – November 17th, 2022, New York

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Prime Brokerage

Hedge Fund Administration

Private Equity Fund Administration

Exchange Traded Fund Administration

Editors' Choice

Mutual Fund Administration

Prime Brokerage

Prime Broker of the Year

  • BNY Mellon | Pershing
  • Goldman Sachs
  • Morgan Stanley

Cap Intro

  • Goldman Sachs
  • J.P. Morgan
  • Morgan Stanley

Client Service

  • CIBC
  • JonesTrading
  • Morgan Stanley

Technology

  • Interactive Brokers
  • Goldman Sachs
  • Morgan Stanley

Best Provider – Small Cap Clients

  • BNY Mellon | Pershing
  • JonesTrading
  • Lazarus

Best Provider – Mid Cap Clients

  • CIBC
  • Clear Street
  • Goldman Sachs

Best Provider – Large Cap Clients

  • BNY Mellon | Pershing
  • CIBC
  • Morgan Stanley

Operations

  • BNY Mellon | Pershing
  • JonesTrading
  • Morgan Stanley

Hedge Fund Administration

Hedge Fund Administrator of the Year

  • Opus Fund Services
  • SS&C
  • U.S. Bank

Client Service

  • Opus Fund Services
  • SS&C
  • U.S. Bank

Reporting

  • Citco
  • SS&C
  • U.S. Bank

Fund Accounting

  • Citco
  • HSBC
  • U.S. Bank

Private Equity Fund Administration

Private Equity Fund Administrator of the Year

  • Intertrust Group
  • Ultimus LeverPoint
  • SS&C

Client Service

  • SS&C
  • Trident Trust
  • Ultimus LeverPoint

Onboarding

  • CSC
  • Trident Trust
  • Ultimus LeverPoint

Technology

  • SS&C
  • Trident Trust
  • Ultimus LeverPoint

Reporting

  • Intertrust Group
  • Trident Trust
  • Ultimus LeverPoint

Capital Drawdowns and Distributions

  • CSC
  • SS&C
  • Ultimus LeverPoint

Exchange Traded Fund Administration

Exchange Traded Fund Administrator of the Year

  • HSBC
  • RBC I&TS
  • Ultimus Fund Solutions

Client Service

  • HSBC
  • RBC I&TS
  • Ultimus Fund Solutions

Reporting

  • HSBC
  • J.P. Morgan
  • RBC I&TS

Basket Services

  • HSBC
  • RBC I&TS
  • Ultimus Fund Solutions

Securities Lending

  • J.P. Morgan
  • RBC I&TS
  • State Street

Editors' Choice

Best New Fund Services Project

  • Citco Cloud Migration
  • MUFG Investor Services Business Consulting Group
  • SS&C GoCentral
  • Temenos NAV Oversight and Contingency Solution

Private Markets Initiative of the Year

  • Apex – Private Debt/Credit Solutions
  • Broadridge – Private Market Hub
  • DTCC – Tokenisation Initiative
  • HSBC – Administration Platform

Fund Services Partnership of the Year

  • Clearstream – FNZ
  • HedgeServ – AccessFintech
  • Northern Trust – Fenergo
  • Ultimus Fund Solutions – FundGuard

Fund Services One to Watch

  • GP Fund Solutions
  • Hawksford
  • Petra
  • Suntera

Fund Administration Challenger of the Year

  • Aztec Group
  • JTC Group
  • Ocorian
  • Waystone

Fund Services FinTech One to Watch

  • Eleven
  • FundGuard
  • FundsDLT
  • Lukka

Fund Services FinTech Provider of the Year

  • Allvue Systems
  • Broadridge
  • Calastone
  • Temenos Multifonds

ETF Initiative of the Year

  • BNY Mellon – Intelligent Basket Builder Tool
  • Citi – Integration with Bloomberg’s BSKT service
  • J.P. Morgan – Integration with ICE ETF Hub
  • State Street – Expansion of Fund Connect ETF portal to Asia-Pacific

Mutual Fund Administration

Mutual Fund Administrator of the Year

  • Ultimus Fund Solutions
  • UMB
  • U.S. Bank

Client Service

  • Ultimus Fund Solutions
  • UMB
  • U.S. Bank

KYC, AML and Sanctions Screening

  • Ultimus Fund Solutions
  • UMB
  • U.S. Bank