Sub-custody survey now live
Global Investor invites the clients of sub-custodians to rate their
performance in our annual global survey.
Click here to respond to the survey
Click here to read the methodology
Respondents are asked
to rate their agent lenders across 12 service categories from one
(unacceptable) to seven (excellent). Respondents are permitted to rate up to
10 sub-custodians in each country.
Respondents are asked to rate sub-custodians in all countries in which
they operate. The performance of sub-custodians is rated separately in each
country and published in the April/May issue.
There are two methodologies: unweighted and weighted. The unweighted
tables are based on a simple average of all respondents’ views. The weighted
tables take into consideration the size of the respondents' assets under
custody and how important each service category is considered to be in
aggregate.
Sub-custodians are rated by twelve sub-categories, some of which are
divided into sub-categories. Sub-category scores are combined into categories
for the purposes of working out average scores.
The categories are as follows:
- Settlement
- Efficiency
of pre-settlement matching and reporting
- Failed
trade management
- Timeliness,
accuracy and completeness of reporting
- Competitiveness
of cut off times
- Safekeeping
- Income
collection
- Timeliness,
accuracy and completeness of notifications
- Timeliness,
accuracy and completeness of confirmations
- Corporate
actions
- Timeliness,
accuracy and completeness of notifications
- Timeliness,
accuracy and completeness of confirmations
- Competitiveness
of response cut off times
- Client
service
- Quality
of subject matter expertise
- Responsiveness
and effectiveness of enquiry management
- Availability
and calling frequency
- Reporting
capability
- Flexibility
of delivery channels
- Quality
and timeliness and of SWIFT and other reporting
- Tax
reclaim services
- Solicitation
of timely tax documentation
- Quality
of reporting
- Market
information
- Relevance of marketing information
- Timeliness of market information
- Relationship management
- Understanding
of your business needs
- Ability
to set up new products when requested
- Quality
of subject matter expertise
- Responsiveness
and effectiveness of enquiry management
- Availability
and calling frequency
- Securities
lending fail coverage
- Regulatory
expertise and capability
- Product
development and innovation
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