R & M FundServices.net Survey

Following the merger of R & M Surveys with FundServices.net, the leading independent survey evaluating fund administrators has become the R & M FundServices.net Survey.  It's now the fastest-growing fund administratioon survey, having doubled its response rate year-on-year.

The 2014 survey is underway and responses are now being sought from fund managers and fund promoters.  Wherever you are based, we are especially keen to have your involvement if you rely on a fund administrator for funds domiciled in:
  • the high-volume UCITS countries of France, Germany, Ireland, Luxembourg or the UK
  • the expanding fund jurisdictions elsewhere in Europe
  • emerging domiciles outside Europe.
For just a few minutes of your time, we can provide you with the most relevant feedback.  We promise to share the headline results with you when published, provide you with an exclusive, detailed report free of charge and keep your response(s) in strict confidence.  Please complete the questionnaire at clientalkback.com.

Below are details of the 2013 edition of the Survey.

INTRODUCTION
We are pleased to present key results from the tenth annual edition of this leading survey of fund accounting and administration services.  The survey measures customer satisfaction by means of questionnaires completed by fund managers.

RESULTS
The 2013 R & M FundServices.net Survey reveals notable differences in the performance of fund administrators, with this year's survey focusing on European-domiciled funds.

Fund managers and fund promoters have had their say on the relative strengths of leading fund administrators.  They have assessed performance across 35 service elements, falling into six broad categories: core fund accounting and administration; more intricate accounting and valuation services; client communication; approach and flexibility; quality of personnel; and value for money.

The survey has generated an overall ranking, along with geographical breakout according to the location of the service provider.  Each table highlights providers rated as ‘Distinguished' for achieving a top-quartile score and ‘Commended' for a score in the second quartile.

RBC Investor Services earned Distinguished status in the overall rankings as well as the rankings for Continental Europe as a whole and Luxembourg individually.  HSBC Securities Services earned Distinguished status overall and also in Ireland and the United Kingdom.

JP Morgan achieved a Commended rating overall and Distinguished in the UK.  State Street was awarded Commended status both overall and in the UK.  Societe Generale Securities Services gained a Commended rating overall, across Continental Europe and in France.  BNP Paribas earned Commended status in the UK.

KEY   
  Distinguished      
Commended   

Overall Ranking
OVERALL RANKING OF CLIENT SATISFACTION

Service provider
RBC Investor & Treasury Services      
HSBC Securities Services      
J.P. Morgan About J.P. Morgan Contact J.P. Morgan  
State Street      
Societe Generale About Societe Generale Contact Societe Generale View the web site for Societe Generale
BNP Paribas About BNP Paribas Contact BNP Paribas View the web site for BNP Paribas
Northern Trust About Northern Trust Contact Northern Trust View the web site for Northern Trust
 
United Kingdom
Service provider
HSBC Securities Services      
J.P. Morgan About J.P. Morgan Contact J.P. Morgan  
BNP Paribas About BNP Paribas Contact BNP Paribas View the web site for BNP Paribas
State Street      
Northern Trust About Northern Trust Contact Northern Trust View the web site for Northern Trust
BNY Mellon About BNY Mellon Contact BNY Mellon  
 
Continental Europe
Service provider
RBC Investor & Treasury Services      
Societe Generale About Societe Generale Contact Societe Generale View the web site for Societe Generale
BNP Paribas About BNP Paribas Contact BNP Paribas View the web site for BNP Paribas
J.P. Morgan About J.P. Morgan Contact J.P. Morgan  
 
Luxembourg
Service provider
RBC Investor & Treasury Services      
J.P. Morgan About J.P. Morgan Contact J.P. Morgan  
BNP Paribas About BNP Paribas Contact BNP Paribas View the web site for BNP Paribas
 

THE FULL REPORT
Available now is the full survey report, drilling down to client satisfaction for each of 35 service elements and featuring gap analysis, performance charts, year-on-year comparative analysis and succinct commentary on strengths and weaknesses. 

Fund managers and fund promoters are encouraged to participate now in the 2014 Survey.
  Executive briefing
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Executive briefing