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Core TA Recordkeeping Systems and Vendor Strategies for Investment Servicing

Published by: TowerGroup

Published: Apr. 7, 2008 - 15 Pages


Table of Contents


Report Coverage

Background

Exhibit 1 US Transfer Agency Functionality: Core Recordkeeping and Peripheral Tools (2008)

Exhibit 2 US Mutual Funds: Net Assets and Number of Shareholder Accounts (1970-2007)

What Is Driving Transfer Agency Technology?

Transfer Agency Technology Providers

Exhibit 3 Market Share of Transfer Agency Recordkeeping Systems for US Open-End Mutual Funds (2008)

DST Systems: TA2000

Exhibit 4 Transfer Agency System Profile: DST Systems TA2000 (2008)

Envision Financial Systems: PowerAgent

Exhibit 5 Transfer Agency System Profile: Envision Financial Systems PowerAgent (2008)

Linedata Services: MShare

Exhibit 6 Transfer Agency System Profile: Linedata Services MShare (2008)

PFPC: Global Enterprise Platform

Exhibit 7 Transfer Agency System Profile: PFPC Global Enterprise Platform (GEP) (2008)

SunGard: Investar*ONE

Exhibit 8 Transfer Agency System Profile: SunGard Investar*ONE (2008)

Summary

Abstract

As of February 2008, net assets in US mutual funds were $11.742 trillion (USD). The size of this market makes the technology that tracks the ownership of fund shares critical. This Research Note presents TowerGroup's assessment of core recordkeeping technology for US open-end mutual funds. Vendors offer various peripheral products, which offer business process management tools, shareholder account access, intermediary account access, and sales reporting capabilities. Therefore, this Note also highlights the strategies the vendors are pursuing to strengthen their support of the servicing relationship between fund companies and intermediaries.

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