Fund accounting support to a US-based exchange-traded product (ETP) provider

  • 300%

    increase in product coverage

  • 50%

    faster turnaround in NAVs released through our streamlined process

  • 99.8%

    data accuracy in daily NAV valuation


Client profile and challenges
  • Client is the pioneer in ETPs, offering leverage in global markets (mainly European), with more than 300 funds
  • Client was looking for an independent fund administrator to provide support with end-to-end NAV calculations for its ETPs and hedge funds
  • Investor services: providing support with investor reports, and publishing performance reports and stakeholder dashboards
Our approach
  • Client calculated NAVs on Excel; the process was tedious and time consuming
  • Historical data had to be accessed and corporate actions recorded
  • Auditing was a challenge
  • We migrated the process as it was and started to deliver NAV calculations on Excel. We subsequently set up the fund with accounting platform ATWeb/Archway from SEI, and NAVs were then published only through ATWeb
  • We released NAVs to market (stock exchanges, Bloomberg, pricing team, etc.) before the defined deadline, increasing visibility and the number of orders
  • Capturing liabilities/fees (arranger fees, manager fees, inventory fees, performance fees, high watermarks and other expenses) on ATWeb was much smoother
  • We provided ETP performance data for publishing on the client website along with the benchmark
  • Delivered final terms of creation/redemption orders to exchanges (LSE/CBOE, etc.)
Impact delivered
  • Client launched new funds and migration was smooth
  • With the help of batching and scheduling functionality, ATWeb automatically sends financial statements to investors/clients
  • Within a shorter period of time, we provided historical data and other data required
  • A number of reports can be generated for audit purposes (breakdown of revenue, expenses, etc.)
  • 40%+ operational cost savings effected by the offshore delivery centre, providing a time-difference advantage
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Clearing Alert Backlogs 窶 A Global Mining Firm
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Research Publishing Solutions for a South Africa-Based Investment Bank
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Data Processing Support for a Telecom Firm窶冱 Global Expansion
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

TURF Analysis for a US FMCG Firm
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Conjoint Analysis for a Dutch Brewing Company
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Quantitative Data Collection Services & Analytics Support for a Global Top 10 Hedge Fund
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Macroeconomic Research Support for a UK-based Bulge Bracket Investment Bank
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Automation of Futures Rolling Analytics for Futures Trading Desk of a Global Investment Bank
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Debt Capital Markets Support for a APAC-based, mid-sized Investment Bank
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Portfolio Research and Operations for an Institutional Asset Manager
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Pre-issuance deal structuring support to an institutional investment bank
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Presentations & Graphics Services for an European Investment Bank
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Fund Marketing Services for a Europe-based Asset Manager
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Understanding Perception Regarding a Particular Drug
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Improving performance of customer service function
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Market Assessment 窶 Online Banking Services
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Centralization and Automation of Updates
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Building an Integrated Global RFP Support Team for a Europe-based Asset Manager
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Web Content Management for a US-based Asset Manager
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

IB Analytics for a Europe Based Investment Bank
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Derivative Structuring for a Europe Based Investment Bank
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Private Equity Investment for a US-based Global Private Equity Firm
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Investment Management, Research and Operations for an Institutional Asset Manager
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Data Analytics for Global Top 5 Hedge Fund
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Quantitative Services for an European Investment Bank
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Sales & Marketing Literature Review Support for US-Based Global Asset Manager
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process