White papers, opinions and policy pieces
Proprietary data-driven research and surveys
Macro and markets commentary, investing strategy
Views from around our industry with the latest insights on trading, collateral, funding and liquidity
Multi-provider model suffered from inefficiencies across data, operational structures and liquidity management
Multi-provider model suffered from inefficiencies across data, operational structures and liquidity management
August 2019
The client was a long-time BNY Mellon custody client, using another provider for Transfer Agency services and performing Fund Accounting in-house. By combining services with a single provider, the client benefitted from one operating model for all services, thereby reducing risk, improving oversight and gaining access to an expanded universe of liquidity.
One provider for Custody, Transfer Agency and Fund Accounting streamlined processes, enhanced control and provided a single point of accountability for issue resolution.
Integrated systems provided straight through processing, reducing wire overdrafts and fees.
Linked cash accounts maximized balances and enabled use and access to daylight credit.