Structured selection process

Large institutional investors that appoint several portfolio managers generally use a global custodian for security safekeeping and performance measurement. ECOFIN assists its clients in the selection of custodian banks with the following services:

Mandate specification

Stipulation of schedule of requirements and any instructions.

Shortlist

Pre-selection of suitable custodian banks.

Due diligence

Request for proposal, analysis and evaluation of proposals received, making a recommendation, preparation and attendance at a round of presentations.

Assistance in contractual arrangements and contract negotiations