[ S U R V E Y
|
M U T U A L
F U N D
A D M I N I S T R AT I O N ]
Table 4: Type of funds managed
TABLE 3: PRIORITIES BY PERCENTAGE OF RESPONDENTS
1-2 3-4 5-6 7-8
Relationship management & client service 48.8 18.7 14.6 11.4
Costs and value delivered 39.0 28.5 17.9 Fund accounting and valuation 35.0 31.7 Transfer agency 16.3 Distribution support capabilities 2017 2016
Equity 75.4 78.1
6.5 Fixed income 41.0 49.2
12.2 7.3 Fund of funds 20.5 19.7
17.1 25.2 26.8 Commodity/other 19.7 5.3
11.4 11.4 19.5 44.7 Fund reporting 10.6 26.0 41.5 8.1 Compliance effectiveness 15.4 30.9 22.0 22.0 Quality of custody services 9.8 16.3 20.3 40.7
respondents regard this as a top two
priority.
Table 5: Scores by type of fund managed
Equity Non-
equity
Relationship management &
client