Calastone’s Share Class Conversions survey portrays the views of 21 leading fund firms in the UK. The survey reveals how firms are managing the SCC process today, their volumes, and if they are set up to handle the expected increase in conversion requests as nvestor awareness grows.
Key findings include:
- 71% of firms are not automated. Half of those automated firms believe they have only automated 5% of their process.
- 54% are concerned about their ability to scale the SCC process.
- 64% see rekeying errors as the most significant challenge.
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