Asset Allocator Services
Institutional investment operations are more elaborate, with diversified asset classes to account for and growing volumes of data. If you manage endowments, foundations, pension plans, or insurance portfolios, we can help you gain transparency, improve accounting and performance accuracy.
Focus on Manager Relationships and Investment Decisions
Let us handle your operations and accounting so you can focus on what really matters: capital allocation decisions.
#
1
largest global fund administrator
$
2
+
Trillion in assets under administration
20
+
years of experience working with pensions, foundations, endowments and institutional investors
Our Services Combine Advanced Technology with Specialized Expertise
Partner with a Single Service Provider
| ​ | Build a relationship with the team dedicated to servicing your business. With our modular service offering, we grow with you as your data needs evolve. |
Increased Precision and Accuracy
| ​ | Benefit from the expertise of portfolio accountants that review transaction and valuation activity to optimize your data, all accessible within one platform. |
Timely and Actionable Insights
| ​ | Our global service team streamlines your reporting process, and turns bespoke analysis into actionable information quickly and efficiently. |
Asset Allocator Resources
ÌìÃÀ´«Ã½ Asset Allocator technology-powered solutions can help with your allocation needs for all fund types and family offices
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