Part - Money Management Executive
Part - Money Management Executive
Part - Money Management Executive
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Editor’s Note<br />
Look at What Everyone is<br />
Talking About<br />
We all know how it is when the annual issue of the Mutual Fund Service<br />
Guide arrives in the mail or is picked up at the Investment Company<br />
Institute’s general membership meeting in Washington in May.<br />
Everyone scrambles to check out the Rankings, Five-Year Snapshots, Business<br />
Statistics, Services and Company Profiles. After all, that’s what it’s all about—<br />
seeing where your company stands in relation to the others.<br />
Once you’ve digested those figures, however, go back and take a look at the<br />
Industry Commentaries located in each section throughout the MFSG.<br />
Industry pundits weigh in on heavy-hitting issues that are top-of-mind for<br />
mutual fund service providers today. And this year is no exception.<br />
Fund Accounting<br />
• Peter Muldoon of Linedata sees if these funds measure up in “130/30:<br />
The Long and Short of It.”<br />
• SunGard’s Paul zur Nieden writes about the success factors for investment<br />
firms and asset servicers in “The Business Case for ASP.”<br />
Transfer Agent<br />
• Don’t be fooled by the title “When in Rome (or Luxembourg or China)....”<br />
It’s not travel tips Tom McCullough and Stephen Hooley of DST are<br />
handing out.<br />
• Envision Financial’s Tim Kan helps unravel some of the confusion in<br />
“Next Generation Technologies Are Challenging Traditional Thinking.”<br />
• Linda Hoard of PFPC goes behind closed doors to offer her insight with<br />
“Inside the Boardroom: Fund Directors On Their Changing Roles and<br />
Responsibilities.<br />
Custody<br />
• The term “spitzerization” will be revealed in “Under Pressure-The Mutual<br />
Fund Industry Strives to Compete” by Joseph F. Keenan of BNY Mellon<br />
Asset Servicing.<br />
• “Valuation Challenges in Today’s Market” is an informative interview with<br />
JPMorgan’s Peter Donatio.<br />
Shareholder Communications<br />
• Frank Polefrone of Access Data offers a challenge and a solution in<br />
“Meaningful Market Data Drives Financial Intermediary Sales.”<br />
• Harte-Hanks’ Devin Davis gives the scoop on “Enhancing Relationships<br />
with Financial Advisors: A Strategic Approach.”<br />
So you see, it’s not just the numbers that tell the story. MFSG’s Industry<br />
Commentaries are offered as a complement to the statistics.<br />
Think of all you missed by not reading the Mutual Fund Service Guide commentaries<br />
since the guide was first published in 1986.<br />
Who knows? Your byline might appear next year.<br />
Mary Ann Tasoulas<br />
Editor<br />
The 2008 Mutual Fund Service Guide is published annually by SourceMedia, Inc., One State Street,<br />
27 th Floor, New York, NY 10004. Subscription Rates - $150 per copy, Domestic; $200, Foreign.<br />
POSTMASTER: Send address changes to The 2008 Mutual Fund Service Guide/SourceMedia, Inc.,<br />
One State Street, 27 th Floor, New York, NY 10004. Reprints of information and bulk discounts are<br />
available. Copying, photocopying or duplicating the publication without express written permission<br />
of the publisher is prohibited and may constitute copyright infringement subject to liability of up<br />
to $100,000 per infringement. ©2008 The 2008 Mutual Fund Service Guide and SourceMedia, Inc.All<br />
rights reserved. Subscribers who would like multiple copies of The 2008 Mutual Fund Service Guide,<br />
photocopy permission, back issues and bulk distribution needs should call Denise Petratos at<br />
212.803.6557 or e-mail denise.petratos@sourcemedia.com.<br />
The2008<br />
Mutual Fund<br />
Service Guide<br />
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