For the last 30 years the ETF world has been constantly shifting and changing, increasingly so in recent years. And it would seem that administrators are on top of these changes and trends. In last year’s ETFA Survey, carried out by Global Custodian Research, our findings revealed that 83% of clients would recommend their provider to peers within the ETF industry.
This year, we are carrying out the research once again and we would love to hear from you. As a thank you for taking part, we are offering clients a free one-page report along-side a free copy of our Summer Issue with the survey results, which will be sent out once published.
This free one-page report will be available upon request, and allows clients to ask for a complete breakdown of two categories of your choosing, allowing the client to see how their score differs from the other, anonymized, clients of that provider. If you would like to know more about this free report, please do not hesitate to get in touch via email.
Currently our ETFA 2024 survey is live and is running until 13th May 2024. We would love to hear from you! Please click here to follow the link.
What you need to know:
Clients will be asked to assess the quality of service received from their exchange trade fund administrators over the last 12 months. The FAQs can be accessed here.
Like last year, the 2024 ETFA survey will be run on Global Custodian’s survey platform, not only being more streamlined for clients but allowing providers to validate responses through the backend. The backend will also allow ETF administration providers to submit their provider questionnaire.
This short questionnaire is aimed at allowing us to better understand market and provider changes that might impact results.
The survey will cover a list of 11 categories including Client Service, On-boarding/Launch Support, ETF Basket Services, Fund Accounting, Reporting to Institutional Investors/ Authorised Participants, ETF Workflow Process, Securities Lending, Price, Compliance Support, Technology and ETF servicing model.
Clients will be asked to rate each category from Unacceptable to Excellent on a seven-point scale. Those providers wishing to understand their performance in more granular detail than is available through the survey can also purchase our Research Plus data reports.
Clients are invited to respond here. The deadline to respond is 13th May 2024.
For further information or if you want to get involved as a provider or a client, please contact surveys@globalcustodian.com.