IN THE NEWS
Daniel Trentacosta, our Global Head of Private Markets & Change, outlines in The Alternative Investor why operational excellence is becoming a key differentiator as competition for capital intensifies.
Client Story
Learn how a multi-billion-dollar alternative asset manager automated daily FX conversion and hedging, which improved efficiency, reduced operational burden, and mitigated risk, all with minimal disruption to ongoing activities.
Executive Blog
David Rochford, our Global Head of Private Markets, shares insights from a recent conversation regarding the shifting private markets landscape and operational considerations for complex fund structures.
Capabilities Brief
Developed by our experts, our automated frameworks provide trusted calculations and assist in tracking and compiling reports for complex fee structures. Explore our fee calculation process in this brief.
The latest global regulatory developments for alternative fund managers, with key updates and potential impacts across the EU, UK, and US.
“No client is the same. We don’t do cookie cutter here.” – Joseph Latini, our Chief Commercial Officer. Check out our latest video to learn what partnership means to us. Whether you need nuanced reporting, support across asset classes, or a setup that doesn’t exist yet, our teams build what’s needed to keep you ahead.
Smarter onboarding to help you move faster, with one master profile, one subscription workflow, and centralized fund documentation in one intuitive platform.
MUFG Investor Services was recently honored with several industry recognitions, reflecting our trusted capabilities, dedicated experts, and continued focus on client service.
Client Story
The Brief
A global private markets investment manager with $720 billion+ in total capital wanted to streamline its subscription financing model to increase overall borrowing and save time executing a greater number of deals, while reducing execution risk, cost, and resources.
The Engagement
Our Fund Finance team tailored a specific product to meet the client’s needs. We held extensive internal sessions followed by in-depth, onsite conversations with the client to design a flexible, multi-jurisdictional set of standard lending terms and language. The result: A new umbrella subscription line tailored to the client’s requirements that helped extend a strong relationship.
The Outcome
With a faster, more scalable platform, the client transformed their subscription financing and unlocked funding for up to 10 new funds, realized a 30% reduction in deal execution, and delivered 20-30% savings per transaction.
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