Part - Money Management Executive
Part - Money Management Executive
Part - Money Management Executive
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<strong>Part</strong> 1 — Industry Commentary<br />
The 2008<br />
FUND ACCOUNTING SERVICES<br />
130/30:The Long and Short of It . . . . . . . . . . . . 6<br />
By Peter Muldoon<br />
The Business Case for ASP: Critical Success<br />
Factors for Today’s Investment Firms and<br />
Asset Servicers. . . . . . . . . . . . . . . . . . . . . . . . . . . . 8<br />
By Paul zur Nieden<br />
<strong>Part</strong> 2 — Rankings<br />
’40 Act Mutual Funds<br />
Full-Service Providers . . . . . . . . . . . . . . . . . . . . . . . 10<br />
Remote Service Providers . . . . . . . . . . . . . . . . . . . . 10<br />
System Sale or Lease Providers. . . . . . . . . . . . . . . . 10<br />
Non-U.S. Domiciled Funds<br />
Full-Service Providers . . . . . . . . . . . . . . . . . . . . . . . 11<br />
Remote Service Providers . . . . . . . . . . . . . . . . . . . . 11<br />
System Sale or Lease Providers. . . . . . . . . . . . . . . . 11<br />
All Funds<br />
Full-Service Providers . . . . . . . . . . . . . . . . . . . . . . . 12<br />
Remote Service Providers . . . . . . . . . . . . . . . . . . . . 12<br />
System Sale or Lease Providers. . . . . . . . . . . . . . . . 12<br />
<strong>Part</strong> 3 — Five-Year Snapshot<br />
’40 Act Mutual Funds<br />
Full-Service Providers . . . . . . . . . . . . . . . . . . . . . . . 13<br />
Remote Service Providers . . . . . . . . . . . . . . . . . . . . 13<br />
System Sale or Lease Providers. . . . . . . . . . . . . . . . 13<br />
From the Publishers of <strong>Money</strong> <strong>Management</strong> <strong>Executive</strong><br />
Mutual Fund<br />
Service Guide<br />
Providing Comparative Analysis of Mutual Fund Service Providers Since 1986<br />
TABLE OF CONTENTS<br />
<strong>Part</strong> 4 — Business Statistics<br />
Remote Service Providers . . . . . . . . . . . . . . . . . . . . 14<br />
System Sale or Lease Providers. . . . . . . . . . . . . . . . 14<br />
Full-Service Providers . . . . . . . . . . . . . . . . . . . . . . . 15<br />
<strong>Part</strong> 5 — Services. . . . . . . . . . . . . . . . . . . . . . . 18<br />
<strong>Part</strong> 6 — Company Profiles . . . . . . . . . . . . . 28<br />
TRANSFER AGENT SERVICES<br />
<strong>Part</strong> 1 — Industry Commentary<br />
When In Rome (or Luxembourg or China),<br />
Global Service Providers Support Global<br />
Strategies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38<br />
By Tom McCullough and Stephen Hooley<br />
Next Generation Technologies Are<br />
Challenging Traditional Thinking . . . . . . . . . . . 40<br />
By Tim Kan<br />
Inside the Boardroom: Fund Directors On<br />
Their Changing Roles and Responsibilities. . 41<br />
By Linda Hoard<br />
<strong>Part</strong> 2 — Rankings<br />
Number of Accounts<br />
Full-Service Providers . . . . . . . . . . . . . . . . . . . . . . . 42<br />
Remote Service Providers . . . . . . . . . . . . . . . . . . . . 42<br />
System Sale or Lease Providers. . . . . . . . . . . . . . . . 42<br />
Number of Clients<br />
Full-Service Providers . . . . . . . . . . . . . . . . . . . . . . . 42
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