Institutional Investors
Managed Accounts
A robust technological infrastructure that supports the complexities of managed account platforms, allowing institutional investors to achieve greater control and fostering enhanced portfolio transparency.
Managed Accounts
Institutional investors are continuing to direct more of their alternative investments into bespoke managed accounts in order to achieve greater control and portfolio transparency. However, establishing and supporting managed account relationships requires significant additional infrastructure and coordination between managers, investors and administrators. The Maples Group’s solution combines the accounting expertise of our team, our core technology and the flexibility of our proprietary managed accounts dashboard to deliver:
- Integration with fund managers, brokers and custodians with the flexibility to support multiple custom interface points
- Independent fee calculations for complex contractual agreements
- Meaningful consolidated reporting, turning data from a diverse array of managers into clear and consistent reports
- Position-level transparency and data analytics, providing access to information on the underlying holdings in aggregate and by separate account
- Effective investor recordkeeping and reporting systems
Our robust technological infrastructure supports the complexities of managed account platforms and is backed by a team of dedicated of professionals who are both industry experts and bring deep systems knowledge. We apply a consultative approach to helping institutional investors maximise the value of managed accounts.
Related Contacts
KNOWLEDGE
- Helping to Manage the Challenges of SFDR Article 8 and 9 Funds 21 February 2023
- ESMA Issues New Guidance and Finalised Rules on EU Cross-Border Activities 12 January 2023
- ESG Fund Services: Helping Managers Make a Difference 07 November 2022
- Guidance for US Managers Launching European Funds 02 November 2022
- ESG Certification Assisting in Mitigating Greenwashing for Investors Managers Funds and Regulators 20 September 2022
NEWS & DEALS
- Maples Group's International Capabilities Recognised by Finance Dublin Deal Awards 2023 01 June 2023
- Maples Group Sponsors Sculpture for Durrell's Tortoise Takeover in Jersey 03 May 2023
- Multi-Jurisidictional Maples Group Team Advise AlJazira on Vodafone Campus Acquisition 05 April 2023
- Maples Group Receives 2023 Montreal Top Employer Honours 28 February 2023
- Maples Groups New Sponsorship with Museum of Literature Ireland Expands Learning Programmes 09 January 2023