Our Clients


MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.4 trillion in assets. MUFG provides clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending and other banking services.

For more information, visit the MUFG.


PNC has delivered personalized solutions to global investment firms for more than 30 years. Today, PNC provides services for $1.9 trillion in total assets and 62 million shareholder accounts. Company solutions are crafted from a comprehensive array of investor and securities services to provide the greatest possible value to clients. With 4500 employees, PNC supports a global client base from 11 locations across the United States, Ireland, Luxembourg, along with a presence in the Cayman Islands. With the Global Enterprise PlatformSM, PNC has the only enterprise-wide open technology architecture in the financial processing industry. PNC is a member of the PNC Financial Services Group.

For more information, visit PNC.


SEI (NASDAQ:SEIC) is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of June 30, 2012, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $424 billion in mutual fund and pooled or separately managed assets, including $182 billion in assets under management and $242 billion in client assets under administration.

For more information, visit SEI.

SuMi Trust

For more information, visit SuMi Trust.