We regularly produce white papers, case studies and more to communicate our perspectives on industry “hot topics” such as fund audit fees, intermediary fee payments, intermediary oversight, data governance and the like.
A client wanted to educate its Funds’ Board of Trustees about industry best practice to inform its decision-making process on a particular issue. To do so, the client asked us to provide a written report and make an in-person presentation to their Board utilizing the findings from one of Barrington’s industry benchmarking surveys complemented with follow-up interviews. The Board found that this was a beneficial process.
While securities lending has slowly been making a comeback since the 2007-8 turndown, the opportunities in the marketplace have shifted. This white paper leverages Barrington’s extensive experience in the securities lending arena to examine recent changes and how firms might consider entering (or re-entering) this altered landscape.
This white paper explores two NAV near-miss events where different service providers came close to failing to produce a daily NAV on time, and examines how fund companies handled these events in the post-2015 environment.
We regularly conduct client-sponsored Best Practices research, including a 4Q2017 survey to assess the current intermediary service fee caps landscape. This white paper summarizes selected findings from that work.