Ultimus Achieves High Marks in Industry Survey

Jul 08, 2015

Ultimus Fund Solutions Achieves High Marks in Global Custodian’s Annual Mutual Fund Administration Survey,

Results Reinforce Firm’s Leadership Position, Ongoing Commitment to Innovation and Service

CINCINNATI, OHIO – July 8, 2015Ultimus Fund Solutions, LLC (Ultimus) is proud to announce that it received the highest overall score as well as the top score in seven of the eight individual categories in Global Custodian’s 2015 Mutual Fund Administration Survey. The results of the survey, in which providers are rated independently by their clients on categories ranging from client service and distribution support to value delivered and reporting, reinforce the firm’s leadership position in the mutual fund administration space and reaffirm its ongoing commitment to innovation and client service.

“This survey is a reflection of the incredible effort our team puts forth every day to make sure our clients get the service, insights and tools they need to move their businesses forward,” said Bob Dorsey, Co-Founder and Managing Director at Ultimus. “This may be the first year we’ve participated in the survey, but this validates what our clients have told us for years. Since we founded the firm more than 15 years ago we’ve always invested heavily in personnel, technology, training and innovation for the benefit of our clients and they recognize that. We’re proud of what we’ve built and we’re even prouder of the success we’ve helped our clients achieve.”

The survey scored 11 North American fund administrators in 8 individual categories, also providing an overall scored based on an average of the scores achieved in each category. Ultimus outperformed the competition by a wide margin in the overall category, scoring 6.92 out of a possible 7, earning the Market Outperformer award. The next closest competitor scored 6.4 out of 7, with the average among all competitors coming in at 5.77. Achieving the highest score in 7 of the 8 individual categories, Ultimus earned the Category Outperformer award. In the eighth category, distribution support, Ultimus achieved the second highest score (6.91). Survey categories include: relationship management and client service; value delivered; fund accounting; fund administration and trustee; distribution support; operations and custody; reporting; and compliance and regulation.

“It’s great to formally validate what clients have been saying for years,” said Ultimus Managing Director Gary Tenkman. “Ultimus has always made the necessary investments to stay ahead of client needs and technology trends and we will remain committed to that approach for the long-term. It’s truly an honor to work alongside such committed professionals every day and to know that we’re making a difference for our clients.”

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About Ultimus Fund Solutions

Ultimus Fund Solutions provides highly customized and comprehensive mutual fund services to small-and medium-sized fund groups. The company offers mutual fund startup and organization services, fund administration, fund accounting, transfer agent and distribution services for both open-end and closed-end funds. Ultimus’ broad range of services are performed by teams of CPAs, attorneys, paralegals and other professionals with a wealth of mutual fund experience.

For more information, visit www.ultimusfundsolutions.com.

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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.

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