E-Book

How to streamline investor services in the age of convergence

Unlock a practical guide for fund managers and fund administrators

As investment strategies converge across public and private markets, investor services teams need systems that can keep pace with more complex fund structures. This e-book explains how fund managers and fund administrators can streamline transfer agency operations for semi-liquid and hybrid funds.

This asset outlines the operational challenges created by convergence, including fragmented legacy technology, more complex valuation and fee structures, higher investor volumes, and rising expectations for digital access. It positions FIS Investor Services Manager as a transfer agency platform designed to automate, consolidate, and scale investor servicing across listed and alternative asset classes

Key Takeaways:

• How to assess operational readiness for converging public and private asset classes

• Why fragmented legacy systems limit efficiency, agility, and scalability

• How semi-liquid fund structures create new servicing, valuation, and reporting demands

• What digital portals, automation, compliance workflows, and AI can do to improve investor services

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