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How will transfer agency continue to be relevant in the current age of disruption?

Richard Clarkson

Journal of Securities Operations & Custody, 2018, vol. 10, issue 2, 184-189

Abstract: This paper discusses the challenges within the transfer agency and how with the advent of new and exciting technology, a forward-thinking transfer agent can survive and grow. Change is happening across the financial services space, and the customary transfer agency stance of delaying is not an option if it wants to remain relevant in the age of disruption.

Keywords: Europe; transfer agency; investor servicing; technology; Blockchain; big data; 3.0; asset management; fund administration (search for similar items in EconPapers)
JEL-codes: E5 G2 K22 (search for similar items in EconPapers)
Date: 2018
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