How Do Fund Administrators Win Business In 2020?

Recorded September 18th, 2020

Featuring:

• Doug Fritz — Founder, F2 Strategy
• Michael Trinkaus — CEO, 4Pines Fund Services
• Tami Kesselman — Founder, Aligned Investing Global
• Kevin Walkup — CEO, Harmonate

As we enter the home stretch of one of the most tumultuous years in memory, fund services firms are facing a highly competitive landscape. Through the pandemic, asset managers and allocators are grappling with economic and sociopolitical disruptions, global variability, an evolving secondaries market, changes in technology, growth in impact investing… and all of this in an election year.

Meanwhile, investor pressure on asset managers’ fees is greater than ever, and is increasingly being passed on to third parties.

What can fund administrators do to meet their customers’ needs in this unprecedented environment, while still guarding against fee erosion?

Our panel of experts discuss the ways that savvy fund administrators continue to win business, despite the current challenges. They’ll also examine how decisions made in 2020 are likely to impact the fund administration industry in 2021 — and what role “New Fund Administration” and funds tech will play.