Investor Services

As a truly diversified global firm, we offer an unmatched portfolio of products and services in more countries than any other financial institution. Our clients span a wide range of sophisticated buyers, including Mutual Funds, Pension Funds, Hedge Funds, Banks, and Insurers.

Incorporating Global Custody, Securities Finance, Fund Services, and Middle-Office Solutions services, we cover the widest array of investment value chain, including:

• Fund Accounting & Administration
• Transfer Agency
• Asset Manager Solutions
• Middle Office Efficiency
• Trade Clearing & Settlements
• Safekeeping
• Asset Servicing
• Cash Management and FX
• Securities Lending
• Investment Analytics and Reporting

Spread across 88 markets around the world, our clients have stringent servicing demands unique to their specific business that vary greatly even within our highly specialized industry. The main focus of our client approach is developing partnerships that meet each client's individual demands and delivers value and measurable results consistent with these demands and with our own standards across the investment value chain.

We act as a truly global business, embedded in more markets and with a longer history than any other institution in the world. In addition, in each of the regions where we have a presence we offer the full range of our services, providing our clients with an advantage wherever they do business.

Our unique competitive advantage is built on the following:

• The industry's largest global footprint with 53 proprietary branches
• The strongest presence across all regions
• The most diversified product line in the industry
• Our presence as the largest custodian of cross-border assets in the world
• Coverage of the widest array of the investment value chain
• Robust balance sheet with the capacity to absorb market volatility and underwrite operating risk for our clients
• The ability to anticipate trends and respond quickly to clients' evolving needs by augmenting core capabilities with new solutions

LEARN MORE

• "The Future of the Asset Management Industry" MME roundtable synopsis
• Citi Turns Operations into Sales Strength
• Extraordinary Times Call for Savvy Outsourcing Solutions
• Investment Management Review - A Quarterly Update for the Investment Management Industry
  
  
  
• Citi Executives Recognized as "Legends" in Securities Services Industry
• "Follow-the-Sun" Financial Reporting: Streamlines Operations, Reduces Production Risks and Costs
• Citi Wins Significant Accolades in the Investment Servicing Arena