A tech-driven and client-centric servicing partner.
Connecting with you for the long term.
Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration and investor servicing solutions to support registered funds, private funds and public plans.
By combining cutting edge technology with high-touch consultative services, we provide solutions designed to meet the individual fund administration needs of various sized fund sponsors, investment managers and large institutions.
With the topic posed as a question, not a statement, the panel examined the current and future states for outsourcing key back-office functions. We share some of their insights here, broadening the aperture to all private funds.
While the ETF asset pool continues to grow (topping $7 trillion in the U.S. in 2021)1, advisers are also seeing increases in assets raised via Separately Managed Accounts (SMAs). With gross assets at $54 trillion in North America2 – ballooning SMAs have reached asset levels not seen since before the financial crisis. Investors are clearly noticing some of the advantages to these types of accounts. They receive customized strategies, often get a high level of personal attention from their money managers and have the ability to see all of their specific holdings in one statement.
Presented by Ultimus
Learn what it takes to launch and manage an ETF today. Understand the intricacies involved within the ETF ecosystem that help to support and optimize your fund operations. Please join the NYSE for an in-depth conversation with Michael Prendergast, Ultimus Fund Solutions; Reginald Brown, GTS; and Brad Roth, Thor Financial Technologies; with a focus on:
Ultimus associate Mick Grunewald, Vice President of Business Development, is looking forward to attending the ADISA Annual Conference and Trade Show in October.
The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.
DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.