Year: 2020

State Street has been appointed ETF servicing agent and Authorized Participant Representative (APR) for American Century Investments’ new range of semi-transparent, actively managed ETFs. American Century Investments is the first asset manager to receive regulatory approval for two investment strategies, Focused Large Cap Value and Focused Dynamic Growth, both of which will be available through…

United States Commodity Funds (USCF), which runs a family of commodity-based ETFs, has appointed BNY Mellon as custodian, fund accountant and transfer agent across all ETFs. The incumbent, BBH, will provide financial statements for Q1, after which BNY Mellon will assume this function.

JTC, the C.I.-based funds and corporate services provider, has agreed to acquire NES Financial, a U.S.-based provider of specialist fund administration services. Founded in 2005, NESF has 58 employees, all of whom will join JTC, delivering services from Boston, Massachusetts, where its fund administration operation is based, and San Jose, California, which is the company’s…

Vistra, the independent fund administration, trust and corporate services provider, has hired a team of four private equity specialists from TMF Group. All are based in the U.S. Anastasia (Kim) Williams, commercial sales director, recently led the private equity practice in North America at the TMF Group. Prior to that, she was a senior member…

UMB Fund Services has hired Mike Huisman as senior vice president, director of transfer agency. He joins from Envision Financial Systems, where he was the head of alternative product solutions. Scott Schulenburg, who has run transfer agency since 2015, is moving into a client relationship management role.