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View reports for global custody/securities services
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True and fair assessment of providers' strengths and weaknesses
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service partners evaluated across 6000+ ratings submitted
Complimentary reports evaluating supplier performance

Equities

Settlement and safekeeping of equities.


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Bonds

Settlement and safekeeping of debt instruments.


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Exchange-traded funds

Settlement and safekeeping of investments in open-ended funds which track an index, which are priced on a continuous basis and can be bought or sold like securities.


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Off-exchange traditional funds

Settlement and safekeeping of units in traditional commingled investment funds.


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Off-exchange hedge funds

Settlement and safekeeping of units in a hedge fund.


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Exchange-traded derivatives

Settlement and safekeeping of derivatives contracts transacted on an organized futures exchange, being standardized and requiring payment of an initial deposit or margin settled through a clearing house.


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OTC derivatives

Settlement and safekeeping of derivatives contracts which are not traded on an officially-recognized exchange.


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Market opening: documentation

Provision of a package of documentation to support a client in entering a new investment market.


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Market opening: advisory

Provision of advisory services to a client in respect of an investment market under consideration.


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Selecting sub-custodians

The service provider has in place standard operating procedures governing its selection of a sub-custodial agent bank.


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Monitoring sub-custodians

The service provider has in place standard operating procedures governing its monitoring of each sub-custodial agent bank.


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Contingency arrangements

The service provider has in place, in each investment market, alternative arrangements for provision of sub-custodial agent services in the event that an existing sub-custodian goes out of business or fails to meet documented service levels.


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Other feedback

Year-on-year performance, improvements needed...
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