PRN: Conifer Fund Services lauded for superior fund administration offerings in annual Global Custodian survey

Conifer Fund Services lauded for superior fund administration offerings in annual Global Custodian survey

Business earns praise for enhanced reporting and exceptional client service

SAN FRANCISCO, Aug. 20, 2012 /PRNewswire/ — Conifer Fund Services, the fund administration division of The Conifer Group, LLC (Conifer), has once again been recognized for the strength of its offerings and client service in Global Custodian magazine’s 2012 Hedge Fund Administration client survey.

Conifer’s significant investment in technology and operations, in particular its cloud-based asset servicing platform Conifer iCon, has led to increased client satisfaction and stronger survey scores. The firm more than doubled its ‘best-in-class’ rating count from the previous year and earned top marks in a variety of categories ranging from investor services and alternative product coverage to client service and overall value. Conifer also scored higher in nearly every area surveyed.

The Conifer clients surveyed praised the flexibility and accuracy of the firm’s reporting, which has been further enhanced through Conifer iCon. Clients also lauded the firm’s high-touch, client-centric service. One client surveyed noted that, “each employee [at Conifer] is extremely committed to providing excellent service to its clients.”

“Conifer’s strong performance in this survey reflects an enhanced client experience, underpinned by continued investment in our operational infrastructure as well an ongoing commitment to high-quality client service,” said Jack McDonald, CEO of The Conifer Group. “Through the launch of Conifer iCon, we’ve taken asset servicing into the cloud and armed our clients with a powerful tool that bridges all of their investment support processes for the first time. By putting technology and the client experience first, Conifer continues to be a trusted partner for asset managers seeking to navigate an increasingly complex investment landscape.”

About The Conifer Group, LLC
The Conifer Group, LLC is a leading provider of middle- and back-office services to the asset management industry, including global fund administration, middle office, prime brokerage and trade execution. Conifer’s iCon™ platform is the first and only cloud-based solution delivering an entire suite of asset services, including a customizable data repository and in-depth attribution reporting portal. Conifer’s fully outsourced middle- and back-office offering appeals to both start-up and established asset managers. Headquartered in San Francisco and with offices in New York and the British Virgin Islands, Conifer has been in business since 1989. For more information, please visit

SOURCE The Conifer Group


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: