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Come to your Census – Why Form N-CEN is a Key to Fund Administration Data Strategy

How many times has your manager come to you and asked a difficult question that they expected you to know off the top of your head? “How many funds hold IBM stock?” or “Which clients use Accountancy ABC as...

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Delays Aren’t What They Used to Be

Pretty much from the day the SEC finalized its reporting modernization rules, the industry has lobbied for something to ease the burden of readiness and processing – a delay, an extended monthly due date, a...

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Beyond Compliance: Outlook for 2018

As we begin 2018, I am reminded of the remarkable evolution that has taken place in the fund servicing industry in the decade following the market downturn. It’s hard to imagine the pre-crisis era when...

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More Data and More Frequently Than Ever… Why Form N-PORT Oversight is a Must

So, here we are, at the beginning of 2018, with the awesome task ahead of getting ready for the start of the industry’s NPORT/NCEN era.

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