Who We Are Consulting content development training Open Enrollment
Duration: One Day

Custody: Best Practices

 
 
 

Institutional investors are driving custodians to deliver more services, faster at lower costs. Discover the drivers of this critical business that is a critical service provider to institutional investors. This program will explore the role of custodians in supporting investors across domestic and global markets. We will examine the current situation to determine the factors driving the demand for additional support in settlement, asset servicing as well as asset valuation. At the conclusion of the program we focus on the future of custody as well as share our insight on the future of custody providers and evolving services. 

Topics include:
• Client profile
• Core and custom services
• Future perspective
• Major players: strengths & weaknesses
• Revenue & pricing alternatives
• Risks

Benefits of attendance:
• Become familiar with relevant terminology
• Broaden your knowledge of custodian business
• Explore future trends in custodial services  
Gain an awareness of different custody services
Learn about the types and needs of investors   using custodians
Understand the role of custodians

Staff from the following areas should attend:
• Accounting
• Compliance
• Custody
• Information Technology
• Internal Audit
• Operations

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