You want to reach new markets and access a broader range of investors in order to grow. But starting and operating a fund from scratch can be costly and labor intensive.
The Global Fund Access solution allows you to quickly establish or reorganize funds and easily address the regulatory, compliance, and day-to-day operational challenges. We take care of the routine and resource-intensive tasks so you can focus on what’s important—growing your business.
The U.S. market (’40 Act mutual funds)
More than 70 global markets from Luxembourg (UCITS)
Navigate the complex process of starting and running a registered fund.
Global Fund Access creates cost efficiencies over operating a stand-alone fund, reduces operational complexities, and gets you to market quickly.
We help you tap into fund complexes operated by existing management companies that provide an operational fund structure that reduces your legal, administrative, regulatory reporting, and compliance complexities, as well as an independent board and governance framework that gives you greater transparency while reducing your startup and ongoing operation costs.
Access more investors in more markets.
Our step-by-step process simplifies market entry, while our global service model provides a consistent client experience—so you can better deliver on your investment strategies.
Whether your base of operations is in the U.S., EMEA, APAC, or LATAM, our unique offering is designed to help you maximize efficiencies, and effectiveness. Our professionals have specialized local knowledge and experience in starting, operating, and servicing funds in the markets you want to be in.
Seamless operations backed by our experience and scale.
Rely on our expertise and client-centric approach to establish and service funds in the world’s leading fund domiciles. Our connections, expertise, and comprehensive solutions let us help you set-up a domestic fund, reorganize existing funds, or tap into global markets from overseas. And we can help you navigate market requirements and provide insights into the changing regulatory landscape to support your business objectives.
We have the flexibility to work with you today, and as you grow. Our solution is scalable, meaning we can partner with you if you’re a small shop looking to launch your first fund, or an established firm seeking access to new markets.
One of the world’s largest global custodians with $37.1 trillion in assets under custody and/or administration.1
#1 Full-service transfer agent 2 supporting $3.3 trillion in assets globally.1
#2 Full-service fund accounting provider3 supporting $5.15 trillion in assets globally.1