Making Transfers Better: What You Need to Know About Electronic Conversions

In this session, our panel of experts explored:

• The historical development of investment transfer regulations and why the industry is moving away from paper-based processes
• The responsibilities of acquiring parties, ceding parties, and fund managers throughout the transfer process
• How pre and post-transfer conversions work to optimize investment positions
• Real-world data on transfer volumes, processing times, and adoption rates across different market segments
• Practical opportunities to enhance your organization's approach to electronic conversions

Download the presentation slides here.