London
04 January 2017
Reporter: Stephanie Palmer

2017 investor services survey goes live


The R&M Consultants 25th Investor Services Survey is now open for responses.

The 2017 survey is open to any users of global custody and investment services. A preview of the results will be published in Asset Servicing Times in March.

In last year’s survey, Pictet and RBC equalled first place overall, while HSBC was the top pick from ‘expert’ respondents, and Northern Trust emerged as the top asset manager.

The survey asks investment managers, asset owners such as pension and sovereign wealth funds, and other organisations that deal with banks for regional and global custody and related investor services to rank providers based on the quality of service.

It is broken down into different service elements ranging from core processes such as settlements and income collection through to reporting, cash management, transparency of foreign exchange rates and securities lending.

It uses a scale of one to seven, with one being ‘unacceptable’ and seven being ‘excellent (consistently exceeds expectations)’. Scores are calculated by taking the average received for each provider across all the service elements.

Take part in the 2017 Investor Services Survey here.

In return for each completed questionnaire, R&M Consultants will donate £4 to UNICEF’s Syria Appeal and make sure the recipient receives a detailed copy of the results when published in March.

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