Thinking Local, Winning Global: Transfer agency as a strategic advantage

This whitepaper explores the complex landscape of asset management, focusing on the role of transfer agents in driving global fund distribution and growth. It highlights how the industry’s fragmented and inconsistent use of multiple transfer agents creates inefficiencies, leading to inconsistent service, higher operational costs and a lack of value-added offerings like data management and analytics.

However, transfer agents, who manage vast amounts of investor data, can offer significant value when their insights are effectively aggregated and utilized. By streamlining operations with a unified global provider, asset managers can unlock critical investor and distribution insights, improve service consistency and support sustainable revenue growth. A global transfer agent with a strong data strategy is essential for overcoming local market challenges, optimizing fund distribution and managing investor relationships at scale.