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Mutual Fund Administration Survey

Mutual Fund Administration Survey


The Mutual Fund Administration Survey provides an overview of market sentiment as well as detailed client perception metrics on major North American Mutual Fund Administrators. In 2017, the survey totaled 13 pages. Service areas covered included Relationship Management and Client Service, Value Delivered, Fund Accounting, Administration and Trustee Services, Distribution Support, Operations and Custody, Reporting, and Compliance and Regulation. In addition, the survey examines which areas of service are current client priorities. For more information contact Karen Delahoy at

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