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What’s New for Investor Services?

March 2011

Our modular approach, robust operational support and unmatched global presence distinguish Citi in servicing the needs of our investor clients. This rare combination provides you with the flexibility and scale to meet the demands of the market and deliver higher levels of service across expanding products and geographies.

We are excited to share with you recent highlights in our investor-servicing business solutions, including innovations, client partnerships, industry recognition and market trends.

Market Trends

Growth Prospects and Client Expectations in Securities Lending

Timothy Douglas, Global Head of Securities Finance, Citi Transaction Services, at Citi, highlights opportunities in fixed income, equities, and the emerging markets, and how Citi is meeting clients' securities lending needs today.



Mutual Fund Regulatory and Legislative Update: 4th Quarter 2010

Bruce Treff, Managing Director, and Chuck Booth, Director, of Citi’s Regulatory and Compliance Services provide their 4th Quarter 2010 Update on matters impacting the mutual fund industry, including the Dodd-Frank Act, Tax Relief Act and RIC Modernization Act.



Securities Finance Market Monitor

The most recent edition of Market Monitor looks at the trends that we are seeing in the industry and how they translate into opportunity for your portfolios.



Internationalization of RMB - Market Update
Webinar: March 10 @ 10 am EST

The market in Hong Kong has fundamentally altered following the regulatory changes allowing trade settlement in Renminbi (RMB). Join Citi experts to discuss the internationalization of the RMB as a global settlement currency, development of the RMB bond market, emergence of RMB bond funds and the RMB clearing infrastructure in Hong Kong. Don’t miss this opportunity to gain insight into the rapidly changing market in Hong Kong, the opportunities that are emerging and how it impacts Financial Institutions around the globe.

Client Spotlight

Eos Partners

Citi has been appointed by Eos Partners, LP to deliver a comprehensive suite of back-and middle-office hedge fund administration services for its four Eos Credit Funds. These services include bank loan administration, document management and loan portfolio analytics.



Sagicor Life Jamaica

Citi has been awarded a mandate by Sagicor Life Jamaica Limited to provide a comprehensive suite of hedge fund services. Specifically, Citi will be delivering global custody, hedge fund administration and risk reporting.

Industry Recognition


Jim Nolan
Managing Director, Citi Investor Services

Citi’s Jim Nolan Receives NICSA MVP Award

Congratulations to Jim Nolan, Managing Director, Citi Investor Services, on receiving the National Investment Company Service Association (NICSA) MVP award for "Volunteer of the Year". Jim serves on the NICSA Annual Conference Committee and has been elected as co-chair for 2012. The award was presented at the NICSA Annual Conference & Expo that took place February 13-16 in Miami, Florida.

Did You Know?

Citi’s IMR magazine is going digital!

Investment Management Review (IMR), Citi’s thought-leadership magazine, is being converted to a paper-free, digital format. Please help us drive sustainable business and reduce our environmental footprint by choosing to receive your future editions of IMR in the new ZMag digital viewing format.




Benjamin Poor
VP Market Intelligence, Citi Securities and Fund Services

Citi’s Benjamin Poor to Speak at FRA Sub-Advised Funds Forum

11:30 a.m., April 6, Harvard Club, Boston, MA

Benjamin Poor, VP Market Intelligence, Citi Securities and Fund Services, is guest speaker at the Financial Research Associates’ 11th Annual Sub-Advised Funds Forum. The panel is entitled "Global Distribution – Successfully Tapping into the International Market."




Bikram Singh
Citi’s Head of OTC Derivative Services

Citi’s Bikram Singh Guest Panelist at Capital Markets Consortium

9:15 a.m., March 29, Boston Marriott Long Wharf, Boston, MA

Bikram Singh, Head of OTC Derivative Services, Citi, is a panelist at the Capital Markets Consortium – "Central Clearing of OTC Derivatives under Dodd-Frank" conference. The panel is entitled: "Impact of Regulatory Changes on the Players, including Dealers, End Users and Buy Side Firms."