Our Historic Timeline
MUFG Investor Services is a leading solutions provider for the global alternative investment management industry. From 17 locations around the world, through our suite of solutions, we help clients mitigate risk, execute seamlessly, and increase efficiencies across their pre- and post-trade operations. With more than $1 Trillion in assets under administration, MUFG Investor Services is one of the top fund administrators globally and provides a broad range of solutions including administration, asset servicing, banking and liquidity, corporate and regulatory services, financing, and more. Our clients represent funds across the public and private markets, including hedge funds, fund of funds, private equity, private debt, real assets, infrastructure, mutual funds, venture capital, and more.
Established Global Asset Administration Platform
With the acquisition of Butterfield Fulcrum Group, we established our global asset administration platform, focused on multi-asset alternative managers. We combined global custody, long-only administration and alternative asset servicing under one name, MUFG Investor Services.
Introduced Business Process Outsourcing
Executed strategy to become a leader in global alternative asset management services, including the launch of Business Process Outsourcing (BPO). BPO solutions provide clients with a robust suite of solutions for middle and back-office needs, enabling them to streamline operations and focus on core business activities.
Incorporated Banking Services
Acquired UBS Asset Management’s Alternative Fund Services, establishing MUFG Alternative Fund Services (Cayman) Limited, rated A/A-1 by Standard & Poor’s. This significantly expanded our ability to offer clients more comprehensive solutioning, adding banking services to our administration and asset servicing services.
Added 1940 Act Mutual Fund & Exchange-Traded Fund Services
Increased our presence in the fund administration business, adding regulated 1940 Act mutual fund and exchange-traded fund services.
Expanded Fund Financing Solutions
Significantly expanded our fund financing solutions for funds of hedge funds, private equity lines of subscription, and FX lines for feeder funds of hedge funds. With the backing of MUFG, one of the largest banks in the world, we’re able to provide competitive pricing with a captive and stable balance sheet.
Introduced Loan Administration
Introduced loan administration services to help clients simplify and streamline portfolio management by providing dedicated, flexible support across loan life cycle activities.
Acquired Point Nine Limited
Acquired Point Nine Limited, an industry leader in outsourced operations, processing and reporting for post-trade execution. The middle-office platform, Circle, built in Python architecture, enhances our middle-office technology offering.
Launched Foreign Exchange Overlay (FXO)
Launched FXO to help manage currency risk after identifying clients’ need for a passive, currency overlay solution. This helped increase our market share in hedge fund administration in major markets.
Bolstered Securities Lending Solutions
Expanded MUFG’s existing 20+ year global securities lending program to provide customized solutions for large institutional clients of MUFG Investor Services.
Introduced Escrow Agency Services, ESG, & Expanded Limited Partner Solutions
Introduced escrow agency services as well as Environmental, Social and Governance (ESG) solutions to provide guidance to clients in a growing area of investor interest.
Expanded Limited Partner solutions to clients in Europe and Asia, providing global alternative investment management solutions to private equity, real assets and institutional investors.
Launch of Business Consulting Services
Initiated our expert Business Consulting Services team to provide clients with practical insightful advice for executing strategy, improving operations, streamlining processes and implementing new technology.
New Operational Center in Cyprus
Opened an operations center in Cyprus to provide key infrastructure necessary to support our global growth.
Established Operational Center in Malaysia
This location provides the full range of fund accounting, administration and asset services, supporting clients in Asia and across the firm’s 17 locations.