Phoenix American Financial Services (Phoenix) has signed an agreement with TriLinc Global Advisors (TriLinc), a sponsor of environmental, social and governance funds.
Phoenix will support Trilinc with both transfer agent and fund accounting services.
TriLinc will benefit from Phoenix's combination of advanced technology, commitment to customer service and long experience with the requirements of alternative investment funds.
Based in California, TriLinc enables investors to use their private capital to make a positive social impact, without compromising investment returns.
Current TriLinc impact fund investments are in Latin America, Southeast Asia, Sub-Saharan Africa, and emerging Europe.
Phoenix has been developing back office processes in alternative investments since its origins as a sponsor of equipment leasing funds beginning in 1972.
Andrew Constantin, senior vice president of operations at Phoenix, commented: "We're very excited about the partnership with TriLinc. TriLinc is a fantastic sponsor with seasoned management, focusing on an exciting area of investment.”
He added: “TriLinc's confidence in Phoenix is continued evidence that shows the breadth of capabilities Phoenix has to support alternative investments in today's markets."
Ed Leavitt, operations and compliance manager at TriLinc Global, said: "We are delighted to have Phoenix American Financial Services as a TriLinc partner. As a leader in fund services for alternative investments, we are confident in their ability to support our needs with their advanced technology and commitment to outstanding customer service."
