Digital and the role of the transfer agent

Over the past year the term ‘Digital’ has invaded Asset Management terminology without a clear definition of what it is and what it means. What is digital and is it the end of the traditional role of the transfer agent?

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About the author

I specialise in asset management operating models; application & data strategies; and enterprise architectures. I’ve worked with UK, European and global asset management firms, pensions businesses and a variety of investment companies helping them to determine their investment systems approach or to improve their operating models, especially through the use of technology.