Category: Outsourcing

SimCorp, a U.S.-based provider of SaaS investment management solutions, has launched Investment Accounting as a Service in response to increased demand from buy-side clients to outsource back-office functions. SimCorp’s multi-asset class Investment Accounting as a Service will deliver multi-jurisdictional and regulatory compliant accounting, analytics and reporting, with an advisory overlay. The service is based on…

Citi has been appointed by Sun Life Investment Management and Trust Corporation as its middle office service provider in the Philippines. This mandate makes Citi the first bank in the country to onboard a middle office client. Sun Life Philippines is a financial services institution offering varied business lines including life insurance managed and distributed…

Legal & General Investment Management (LGIM) is extending its existing partnership with State Street by expanding its usage of Charles River technology and to deliver middle office servicing. LGIM says that the appointment of State Street, as well as the expansion of its use of Charles River technology across a number of its investment management…

RiverNorth Capital Management, LLC, a U.S.-based opportunistic strategy investment manager, has chosen SS&C‘s front-to-back solution to manage its USD5.3bn portfolio. SS&C will provide front-to-back services for RiverNorth’s registered funds, private funds and institutional SMAs. RiverNorth uses SS&C as its fund administrator for its ’40 Act and private fund portfolios.

Martin Currie Investment Management has completed the migration of outsourced investment operations functions to Northern Trust for its book of assets managed from UK offices in Edinburgh and London. These include performance measurement and client reporting activities that were previously managed inhouse. Owned by Franklin Resources, Martin Currie is a long-term global equity growth investor…

Lifetri Group, a Dutch provider of life, funeral and term life insurance, has selected CACEIS for outsourcing of its middle and back office asset management operations. The service includes investment administration, transaction processing and investment reporting. CACEIS will deploy the latest version of SimCorp Dimension to support Lifetri.

State Street has entered into an agreement with Invesco Ltd., the U.S.-based asset manager with USD1.4trn AuM, which will result in Invesco adopting State Street Alpha, the first front-to-back asset servicing platform from a single provider for institutional and wealth management firms. The migration to Alpha is intended to simplify Invesco’s investment infrastructure to improve…