Fund Accounting & Administration Survey 2007
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R & M Surveys has conducted its fourth survey of fund accounting and administration.
INTRODUCTION
We are pleased to present key results from this leading survey, which measures customer satisfaction by means of questionnaires completed by fund managers with respect to suppliers of fund accounting and administration services.
METHODOLOGY
Click here to view methodology
RESULTS
HSBC has topped the overall ranking table for the third time. For the overall rankings, the average score across all qualifying banks has increased year-on-year.
Overall Survey Rankings
OVERALL RANKING OF CLIENT SATISFACTION
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2007
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Score
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1
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HSBC Securities Services |
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5.90
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2
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5.59
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3
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5.39
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4
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5.35
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5
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5.30
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Core Fund Accounting and Administration
RANKING OF CLIENT SATISFACTION
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2007
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Score
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1
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HSBC Securities Services |
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5.78
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2
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5.37
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3
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5.27
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4
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5.18
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5
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5.06
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Accounting and Valuation
RANKING OF CLIENT SATISFACTION
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2007
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Score
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1
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HSBC Securities Services |
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5.96
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2
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5.85
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3
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5.58
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4
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5.54
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5
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5.29
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Communication
RANKING OF CLIENT SATISFACTION
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2007
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Score
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1
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HSBC Securities Services |
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5.78
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2
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5.52
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3
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5.35
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4
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5.25
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5
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5.23
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CONCLUSIONS
The full survey write-up is a must-have for all users and providers of fund accounting and administration services.
It presents the key results and drills down to client satisfaction for each of 33 service elements. For each qualifying service provider, a detailed profile is presented across these services - featuring gap analysis (contrasting the provider's performance to an industry standard), a performance chart, year-on-year analysis and succinct commentary on strengths and weaknesses. This is followed by a series of league tables for each service element and, finally, a copy of the survey questionnaire.
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