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, can your investor services team keep pace with more complex fund structures? This e-book explains the need for fund managers and fund administrators to streamline transfer agency operations for semi-liquid and hybrid funds.

Read the e-book to explore 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. And learn how FIS Investor Services Manager can help you automate, consolidate, and scale transfer agency and 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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