Business Update
A Note From John Sergides,
Chief Executive Officer
Some things just work Better. Together.
That’s the spirit driving our new brand campaign: ``Better`` reflects our drive to keep raising the bar, pursuing innovation, embracing change, and striving for excellence. ``Together`` embodies our belief that lasting relationships are built on trust, care, collaboration, and a shared vision for growth. Better. Together. is more than a campaign, it’s who we are: a partner that grows with you, not just beside you.
Top Insights
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In the News
The TRADE: The Comeback of FX Overlay Managing Currency Risk in a New Era
Rising currency volatility is fueling renewed interest in FX overlay solutions. In a recent article with The TRADE, Hans Jacob Feder, our Global Head of FX Services, highlights how automation, transparency, and execution quality are reshaping the way investors manage risk.
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Client Story
No More Heavy Lifting
A $70B+ alternative asset manager needed a separate accounting system to verify all transactions, book them, and enter them into its daily T+1 NAV calculations with seamless reconciliations to its administrator. However, internal development would have been too complex and cumbersome to resource, given the client's scale and diverse investment portfolio spanning 120 hedge funds and private equity fund of funds. The solution needed to be scalable, cost-effective, and tech-friendly, all without hiring additional talent or increasing operational costs.
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IN THE NEWS
Waters Technology
Sarah Mears, MUFG Investor Services Sarah Mears, chief human resources officer at MUFG Investor Services, wins the wellness/work-life balance award (end-user) in the 2025 Women in Technology and Data Awards by Waters Technology.
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Client Story
No Exit Needed
A $1B+ global investment manager decided to utilize a semi-liquid fund for a multi-faceted private market offering. But without the necessary administrative and operational support, it was not positioned to tackle the challenging, and often nuanced, requirements of an evergreen structure. It needed a team that could overcome these operational complexities and provide deep subject-matter market expertise.
EVENT ROUNDUP
New York Networking Event
Fostering strong relationships with our clients and partners is at the heart of what we do. In September, we had the pleasure of hosting many of them, along with our colleagues, at our annual New York Networking Reception. The evening was a powerful reminder that meaningful connections spark new opportunities, because growth doesn’t happen alone—it happens when we work together. That’s what it means to be Better. Together.
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