Current trends in investor services

Some things get easier, some things get harder. Some processes get standardised, but investors’ demand for customised services can still drive operational complexity. Then, of course, last years’ interest-rate fluctuations have had a big impact on custodians (with higher rates being a positive for them).
All in all, what are the broad changes in play, and how should asset managers navigate their evolving service offers?

- - -

Can’t add the session to “My schedule”? Your meetings page could reveal if the slot is blocked by a pending meeting invitation.

Adding a session to your personal schedule does not commit you to attend (except for the dinner or exclusive sessions where very clearly communicated). Conversely, it does not guarantee your seat, so come in good time where you suspect a full room.