Information Kits

Information Kits

• Transfer Agency Market Survey 2013

  Linedata’s second Transfer Agency survey is now available to download. Key findings: transfer agents are primarily focused on managing regulation in general and FATCA in particular for 2013. Banks come out ahead as the predicted strongest distribution channel for the year, and IT is a significantly higher priority than last year among Transfer Agents in Europe.

• More is good: Turning a growing demand for reporting into an opportunity

  Since the Lehman implosion of 2008 and subsequent global recession, Third Party Administrators (TPAs) have faced the reality of lower fees and assets under management, leading to reduced margins and revenues. At the same time, client demands and expectations are higher than any that administrators have previously encountered.

• 2013 GLOBAL ASSET MANAGEMENT SURVEY

  “CHANGE BEFORE YOU HAVE TO.”
  Jack Welch, former CEO of General Electric, was attributed with the above quote during his 20 year tenure at the industrial giant. More than a decade later, truer words could not be spoken for the asset management industry.

• Front Office Trends

  With insights from over 40 financial institutions, there is an interesting range of views of the front office world as it stands today, and what is expected to unfold in the future.

• New technology to address the challenges of mid-market equipment finance companies

  Now more than ever, value is to be found in the streamlining of management processes: streamlining one’s management process is to have a solution that ensures a smooth workflow, both optimized and secure throughout the chain…