Client Case Studies
Partnerships in Progress
See how we are putting our ETF servicing experience, knowledge and global platform to work for our clients
Our clients’ requirements differ based on where their firms are in the ETF product lifecycle. From research and product launch to portfolio management and reporting, our teams are experienced and ready to support your goals at every step of the fund management process.
And our global infrastructure provides a strong platform for growth. Whatever your needs, we can help you successfully enter the market, expand into new geographies, manage regulations and master reporting.
Here are just a few of the ways we are supporting our clients’ objectives.
Client Goal: Enter the ETFs market
This global asset manager wanted to add a mix of actively and passively managed ETFs to its mutual fund offering, but needed guidance on entering the ETF market. A key consideration: avoiding increased technology spend.
Our team worked to educate the client’s staff, connect them with ETF industry participants and customize their workflows. By tapping into our global expertise and servicing platform, the client was able to focus on product development, marketing and distribution, while reducing start-up costs. To date, this client has successfully launched ETFs in the US, Canada and Europe.
Client Goal: Expand ETF offering globally
Already participating in the ETFs market, this asset manager was looking to expand their offering into Canada and Asia Pacific, and needed a strong partner with an established global infrastructure and local market expertise.
Through our flexible technology and service model, we delivered the right mix of automation, efficiencies and expertise to power this client’s global expansion. Now, with multiple ETFs in Canada and Hong Kong, this client is one of the fastest-growing ETF sponsors in its target markets.
Client Goal: Automate workflows and drive scale
With a range of successful ETFs in place, this client needed a partner who could help drive down operating expenses, improve tax efficiencies and reduce tracking error, while helping springboard their global expansion.
We pulled together an experienced team to pinpoint this client’s specific challenges and develop a cross-business solution that gave them access to our agency trading and lot selection tools, automated their basket process for multiple subadvisors and improved their oversight reporting. The results helped the client streamline workflows and significantly improve efficiencies.
Client Goal: Launch actively managed ETFs
With the goal of expanding its ETF product offering, this global asset manager was seeking quick entry into new markets. They wanted a partner with proven expertise in industry best practice who could offer differentiated support and solutions for all aspects of their operations.
Working in close collaboration with the client, we outlined an expansion plan that accommodated regional market requirements and protocol, accelerating their product launch efforts. With the strong foundation of our electronic order taking and NAV oversight capabilities, this client has successfully achieved their goal of launching multiple actively managed and smart beta ETFs.