REGISTERED FUNDS | 2024 | Americas Fund Administrator | Asset Servicing Times |
Best Interval Fund Administrator | With Intelligence Fund Operations &Service Awards |
Best ETF Administrator | With Intelligence Fund Operations &Service Awards |
Best Data Management Solution - Back & Middle Office | With Intelligence Fund Operations &Service Awards |
2023 | Best Technology Provider - Back Office | Institutional Asset Manager Awards |
Exchange Traded Funds Administrator of the Year | Global Custodian Industry Leaders Awards |
Mutual Fund Administrator of the Year | Global Custodian Industry Leaders Awards |
Operational Excellence | Nicsa Nova |
Best Data Management Solution - Back & Middle Office | With Intelligence Operations & Service Awards |
2022 | Mutual Fund Administrator of the Year | Global Custodian Industry Leaders Awards |
Exchange Traded Funds Administrator of the Year | Global Custodian Industry Leaders Awards |
Mutual Fund Administration - KYC, AML & Sanction Screening | Global Custodian Industry Leaders Awards |
Exchange Traded Fund Administration - Client Service | Global Custodian Industry Leaders Awards |
Client Service for Fund Administration of the Year | Asset Servicing Times |
Best Data Management Solution – Back & Middle Office | With Intelligence Fund Operations & Services Awards |
2021 | Mutual Fund Administrator of the Year | Global Custodian Industry Leaders |
Best Client Service | Global Custodian Industry Leaders |
Recognized as Top 10 Best Tech Solution Providers | USA-9 Magazine |
Innovation in Data Analytics | Global Custodian Innovation Awards
|
2020 | Best Multi-Series Trust Provider | Fund Intelligence Operations & Services Awards |
Highly Commended – Best Transfer Agent & Shareholder services | Fund Intelligence Operations & Services Awards |
Mutual Fund Administrator of the Year | Global Custodian Industry Leaders Awards |
Client Service | Global Custodian Industry Leaders Awards |
2019 | Mutual Fund Administrator of the Year | Global Custodian Industry Leaders Awards |
Best Liquid Alternatives: “40 Act” Fund Administrator | Hedgeweek USA Awards 2019 |
Best Multi-Series Trust Provider | Fund Intelligence Operations & Services Awards 2019 |
2018 | Best Liquid Alternatives: “40 Act” Fund Administrator (Gemini) | Hedgeweek USA Awards 2018 |
Best Administrator: Small & Start-Up Funds (Gemini) | Alt Credit Intelligence US Services Awards |
Best Administrator – Under $100B in Assets Under Administration (Ultimus Fund Solutions) | Fund Intelligence U.S. Mutual Fund Services Awards |
Mutual Fund Administrator of the Year (Ultimus Fund Solutions) | Global Custodian Industry Leaders Awards |
Transfer Agency (Ultimus Fund Solutions) | Global Custodian Industry Leaders Awards |
Relationship Management & Client Service (Ultimus Fund Solutions) | Global Custodian Industry Leaders Awards |
Best Accounting & Audit Services (Gemini) | Fund Intelligence Mutual Fund Services & Technology Awards 2018 |
2017 | Best Overall Performance for Mutual Fund Administration (Ultimus Fund Solutions) | Global Custodian Industry Leaders Awards |
Quality of Personnel (Ultimus Fund Solutions) | Global Custodian Industry Leaders Awards |
Best Administrator – Under $100B in Assets Under Administration (Ultimus Fund Solutions) | Fund Intelligence Group U.S. Mutual Fund Services Awards |
2016 | Quality of Personnel (Ultimus Fund Solutions) | Global Custodian Industry Leaders Awards
|
Value for Money (Ultimus Fund Solutions) | Global Custodian Industry Leaders Awards |
Compliance Support (Gemini) | Global Custodian Industry Leaders Awards |
Most Innovative Fund Administrator (under $100B in AUA) (Gemini) | U.S. Mutual Fund Services Awards |
Best Administrator (Gemini) | U.S. Mutual Fund Services Awards |
Best Administrator – Under $100B in Assets Under Administration Client Service (Ultimus Fund Solutions) | U.S. Mutual Fund Services Awards |
|
PRIVATE FUNDS | 2023 | Private Equity Fund Administrator of the Year | Global Custodian Industry Leaders Awards |
2022 | Client Service for Fund Administration of the Year | Asset Servicing Times |
Private Equity Fund Administrator of the Year | Global Custodian Industry Leaders Awards |
Private Equity Fund Administration - Onboarding | Global Custodian Industry Leaders Awards |
2021 | Private Equity Fund Administrator of the Year | Global Custodian Industry Awards |
Private Equity Best Technology | Global Custodian Industry Awards |
2019 | Best Administrator – Middle Office (Ultimus Fund Solutions) | HFM US Services Awards |
2018 | Best Administrator – Innovation (Gemini Hedge Fund Services) | CTA Intelligence US Services Awards |
Best Trustee: Hedge Funds (Gemini Hedge Fund Services) | Alt Credit Intelligence US Services Awards |
2017 | Best Administrator: Liquid Alternatives (Gemini Hedge Fund Services) | HFM US Hedge Fund Services Awards |
Best Administrator – Technology (Gemini Hedge Fund Services) | Alt Credit Intelligence US Services Awards |
Best Administrator – Technology (Gemini Hedge Fund Services) | CTA Intelligence US Services Awards |