UMB Bank appointed custodian for E-Valuator’s mutual funds
The mandate follows the recent enhancement of UMB Institutional Custody’s trading platform capabilities by adding Broadridge’s Matrix Financial Solutions.
Tag: mutual funds
Nuveen awards State Street new securities lending mandate for $4 billion of assets
State Street has been appointed the securities lending agent for four Nuveen mutual funds with assets of over $4 billion.
UMB Fund Services wins fund accounting and custody mandate from Pear Tree Funds
Offered through UMB Bank’s Institutional Custody division, the firm will provide custody and fund accounting to Pear Tree’s six funds with AuM of nearly $5 billion.
Custody
Mass arrival of semi-transparent ETFs presents new opportunities for custodians
With some of the world's largest ETF issuers launching new semi-transparent products, custodians and fund administrators are in a unique opportunity to bridge the gap between the active and passive investment community.
MFEX recruits BNP Paribas’ former global head of innovation as COO
MFEX recruits BNP Paribas' former FinTech expert who led many of their start-up collaborations in the funds distribution space.
Victory Capital adopts transfer agency tech from FIS
FIS would provide Victory Capital a 24/7, real-time mutual fund processing and recordkeeping platform, as well as transfer agency services.
Citi onboards $80 billion of custody assets following client acquisition
The new mandate resulted in the transfer of 53 mutual funds and ETFs to Citi, following a recent acquisition from client Victory Capital.
SS&C expands outsourcing relationship with $68 billion US asset manager
SS&C has reported 20 of its largest clients have outsourced some or all of their operational functions to the tech giant over the past two years.
Greater China on brink of ETF boom according to new research
Interest in Greater China ETF grows but investors await international access schemes.
Broadridge launches securities lending solution for mutual funds
The solution is currently being used by a number of clients including a tier-one global investment manager.