Global Custody Survey 2019 - now live

Global Custody Survey 2019 - now live

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Global Investor's 2019 Global Custody survey will open on March 29 and run until May 16.

Global Investor is inviting all asset managers, asset owners and banks to rate the performance of their global custodians.

Please click here to complete the survey.

Respondents are asked to rate their global custodians from 1 (very poor) to 7 (flawless) in each of the sub-categories (see list below). The scores of these sub-categories are combined to create an overall score for that service category.

Heatmap tables

All responses tables: To be included in the global average and global total columns, a global custodian needs to qualify in at least two geographical regions. Global custodians need to receive a minimum number of respondents to qualify for a region: 10 in the Americas; 10 in Emea; and 5 in Asia Pacific.

Multiple custodian tables: Only scores from respondents that deal with more than one custodian are included. To qualify for the global columns, a minimum of 6 responses and qualification in two regions is required. 3 responses are required for each of the regional columns.

Single custodian tables: Only scores from respondents that deal with one custodian are included. A minimum of 6 responses and qualification in two regions is needed to qualify for the global columns. 3 is required for each of the regional tables.

Bank/Broker Dealer, Mutual Fund/UCITS, Hedge Fund, Insurance Company, Pension Fund:  A minimum of 6 responses and qualification in two regions is required to qualify globally. Three responses are needed to qualify for a region. Scores from respondents that deal with multiple custodians and single custodians are included. Global Investor/ISF reserves the right to publish whichever tables it deems appropriate.

Respondents with AuM greater than $3bn tables: Only scores from respondents with assets under management of more than $3bn are included. A minimum of 10 responses and qualification in two regions is needed to qualify for the global columns. Five is required for each of the regional tables.

Respondents with AuM less than $3bn tables: Only scores from respondent with assets under management of less than $3bn are included. A minimum of 10 responses and qualification in two regions is needed to qualify for the global columns. Five is required for each of the regional tables.

To view the full 2019 methodology please click here.

 

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