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What's New for Investors?

November 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

Launch of First Annual Hedge Fund IT Trends and Benchmark Survey

This industry report, "Managing Your Hedge Fund IT Spend to Achieve Differentiation" brings together insights from 75 hedge funds of varying size and vintage and views from 15 hedge fund industry vendors to document for the first time the industry's aggregate expenditure on information technology and the average expenditure per hedge fund.

Mutual Fund Regulatory and Legislative Update: 3rd Quarter 2011

Bruce Treff, Managing Director, and Chuck Booth, Director, of Citi's Regulatory and Compliance Services provide their 3rd Quarter 2011 Update on matters impacting the mutual fund industry.

Picking High-Hanging Fruit: Competition Intensifies between Asian Managers and Foreign Firms

Asset management opportunities in Asia have received substantial attention with economic development and population growth. After an initial gold-rush, managers have awoken to the reality that Asia is a very complex heterogeneous region. Citi joined Ceruilli Associates and Mirae Asset in outlining how more asset managers might effectively plan their distribution strategy across Asian markets.

Leading Solutions

Citi Expands Services for Private Equity Investors with a Complete Portfolio Administration Solution

Citi announced that it has expanded its private equity and real estate administration services with an extension of its end-to-end portfolio administration capability. This enhanced service provides private equity investors with a consolidated view of investments and supports the full suite of back-office operational activities to provide improved transparency and risk management capabilities.

Client Spotlight

Citi Appointed by the Federal Home Loan Bank of New York to Provide Custody and Portfolio Administration Services

Citi has announced that it has been appointed to provide a comprehensive range of custody and portfolio administration services to the Federal Home Loan Bank of New York (HLB), as securities safekeeping agent for its members. Additionally, the HLB will utilize Citi's proprietary platform to deliver white-labeled settlement and safekeeping services to its member banks. Citi will also provide portfolio accounting for HLB's proprietary investment assets.

Industry Recognition

Citi Named Best Fund of Hedge Funds Administrator

Citi has announced that it has been named the Best Fund of Hedge Funds Administrator for its next generation service model by Hedge Fund Manager Week. Administrators were judged on their ability to demonstrate growth, innovation and customer satisfaction.


Citi has announced that it was again rated Number One in the "Market Capability: Emerging Markets" category in the Global Investor/ISF 2011 Equity Lending Survey. This marks the second year in a row that Citi has achieved this industry-leading position in the increasingly important emerging markets space.

Did You Know?

Vikram Pandit
Chief Executive Officer

Citigroup Inc. reported a third quarter 2011 net income of $3.8 billion which was 74% higher than the prior year and 13% above the second quarter of 2011.

Pat Curtin
Managing Director
Client Management, North America
Investor Services

Citi's Pat Curtin to Moderate at the Private Equity International CFOs and COOs Forum

Thursday, January 19, 2012 at 9:00am
The Waldorf Astoria Hotel, New York

Mr. Curtin is moderating the lead panel on the first day – "Keynote CFOs and COOs panel: Leadership of the Organization."