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What's New for Investors?

July 2011

Our modular approach, robust operational support and unmatched global presence distinguish Citi in servicing the needs of our investor clients. This rare combination provides you with the flexibility and scale to meet the demands of the market and deliver higher levels of service across expanding products and geographies.

We are excited to share with you recent highlights in our investor-servicing business solutions, including innovations, client partnerships, industry recognition and market trends.

Market Trends

Ready or Not? Here It Comes:
OTC Derivatives in the Post-Dodd-Frank Landscape – Implications for Investment Managers


In this comprehensive OTC white paper, Citi's Mike Sleightholme, Global Head of Hedge Fund Services and Bikramjit Singh, Global Head of OTC Derivative Services, share an analysis of the OTC derivatives marketplace in the post-Dodd-Frank economic environment.

 



Investment Innovations: Raising the bar

The new CREATE-Research report sponsored by Citi and PGI

Since 1980, some 30 distinct investment innovations have emerged piecemeal at various times. Yet their widespread adoption occurred only in the last decade, due to the heavy losses inflicted by the 2000 – 02 bear market. Their impact has been the subject of the 2011 Citi/PGI/CREATE survey.



Industry Recognition

Citi Ranked #1 in Private Equity Fund Administration Services in Brazil

Brazil's securities regulator (CVM) has ranked Citi #1 based on assets under administration. At the end of the 1st quarter 2011, Citi administered $7.5 billion, with a market share of 17.8% – a six-percentage-point advantage over the next largest administrator.



Citi OpenWealth® Wins Award for Excellence in Business Process Management

Citi's OpenWealth platform has received an award for Excellence in Business Process Management from FSO Knowledge Xchange (FSOkx). FSOkx recognized Citi's latest innovation of its award-winning OpenWealth unified managed household (UMH) platform that integrates trust and custody capabilities. FSOkx Excellence and Outsourcing Awards honor those firms that transform financial services. The awards are determined by a panel of judges composed of thought leaders in the financial services industry. OpenWealth, the first UMH platform, was previously named the 2011 Managed Solution Innovator of the Year by Money Management Institute for the second year in a row.



Global Investor Global Custody Awards

The Global Investor Global Custody Awards were recently announced. Citi received a number of top honors in this year's awards including Institutional Fund Managers – Americas.


Did You Know?


Investment Management Review Summer 2011 is available

At www.investmentmanagementreview.transactions
ervices.citi.com
, you will be able to view Fresh Insights, multimedia content from IMR contributors and global Citi Transaction Services thought leaders who provide insights on current industry trends and topics that are most relevant to you and your business.




The New Digital Economy: How it will transform business

Today's economic realignment and digital transformation are inextricably linked. The current economic conditions are fostering investment in technology as emerging markets ramp up their demand for technology to fuel growth and advanced markets seek new ways to cut costs and drive innovation. To understand how these shifts will affect the global marketplace over the next five years, Citi Transaction Services recently co-sponsored a study on The New Digital Economy with Oxford Economics.




Citi's Fund of Funds Integrated Platform Demo

Citi's global operating platform enables fund of hedge fund managers to have direct, online access to a comprehensive suite of solutions and services through a single, seamless, front-to-back online service – resulting in greatly improved efficiency, accuracy, transparency and risk mitigation.

Click here for more information about our fund of hedge fund services and integrated platform demo.



Google, Citi, MasterCard, First Data and Sprint announced and demonstrated Google Wallet, an app that will make your phone your wallet so you can tap, pay and save money and time while you shop. For businesses, Google Wallet is an opportunity to strengthen customer relationships by offering a faster, easier shopping experience with relevant deals, promotions and loyalty rewards.