Beneficial owners survey now live

Beneficial owners survey now live

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Beneficial owners are invited to take part in the annual Global Investor/ISF survey on the performance of agent lenders.

Click here to submit a response to the survey. 

Respondents are asked to rate their agent lenders across 12 service categories from one (unacceptable) to seven (excellent).

There are two methodologies: unweighted and weighted. The unweighted tables are based on a simple average of all respondents’ views. The weighted tables take into consideration both the size of the respondents' lendable portfolio and the importance that they attach to each service category.

Beneficial owners are invited to fill out the survey for every agent lender with which they have a relationship.

The results are presented globally but also divided by region and the nature of the relationship, either custodial or third-party.

The service categories have been mildly updated from the 2015 survey but remain fundamentally consistent.

The full methodology is available here.

Click here to submit a response to the survey. 

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