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What's New for Investors?

Winter 2012

Citi OpenInvestorSM combines our specialized industry expertise and capabilities with the power of Citi's global network to help you meet your performance objectives across asset classes, strategies and geographies.

We are excited to share with you recent highlights, including market trends, leading solutions, client partnerships, industry recognition, and industry happenings.

Market Trends

Citi OpenInvestorSM Ezine

The Citi OpenInvestor Ezine showcases the latest global insights and market trends in institutional, alternative and wealth management.
Click here for the latest edition.

Regulatory & Legislative Update – 3rd Quarter 2012

The third quarter of 2012 was quieter than prior quarters in recent memory, although it was not without several significant developments that need to be mentioned and actively monitored. The biggest news still related to derivatives rulemaking by the Commodity Futures Trading Commission (the "CFTC") and the Securities and Exchange Commission (the "SEC").

Leading Solutions

Form PF Solution

Citi's Form PF solution provides data management tools to gather, aggregate, map data and deliver the information needed to help prepare and finalize reports for filing with the SEC.

Citi OpenInvestor Hedge Fund Services

Citi combines specialized expertise with a comprehensive set of capabilities and the power of our global network to create strategic solutions that help hedge fund managers meet their critical day-to-day needs and support their continued long-term growth.

Citi's Banamex Unit Expands Global Custody and Administration Services to Pension Fund Management Companies in Mexico

Citi's Banamex unit has expanded global custody and fund administration services to pension fund management companies (Afores) in Mexico.

Citi Enhances Collateral Management Solution to Create New Efficiencies for Asset Managers

Citi has enhanced OpenCollateral, its industry-leading collateral management solution, to provide asset managers with automated collateral position reconciliation via SWIFT.

Client Spotlight

Citi Awarded Fund Administration and Custody Services Mandate by China Asset Management for the First RQFII Exchange-Traded Fund

Citi has been awarded a mandate to provide trustee, fund administration and custody services in support of the launch of the China Asset Management (ChinaAMC) CSI 300 Index ETF (exchange-traded fund).

TIAA-CREF Trust Company Selects Citi's OpenWealth® to Provide Wealth Management Services for its Private Asset Management Business

TIAA-CREF Trust Company, FSB, a leading financial services provider has selected OpenWealth, Citi's award-winning wealth management solution, as its new service delivery platform for its Private Asset Management offering, extending and expanding the relationship it began in 2009 for its Portfolio Advisor business.

Aetna Selects Citi's OpenLendSM Securities Lending Solution

Citi has been selected by Aetna, one of the United States' leading diversified health care benefits companies, to provide securities lending services through its OpenLend platform.

Industry Recognition

Borrowers Rate Citi Number One Securities Lender for Emerging Markets Capability in Annual Survey

For the third straight year, Citi has been rated Number One for Emerging Markets Securities Lending Capability in the Global Investor/ISF annual Equity Lending Survey.

Global Custodian Private Equity Survey

Citi earned top ratings reinforcing their commitment to the private equity business.

  • Top Rated – Overall, North America, Asia- Pacific
  • Most Top Rated Ranking of all Service Providers
  • 60 Best in Class

Citi Named Best Prime Broker for Consulting Services and Best Hedge Fund Administrator by HFMWeek

Citi received two coveted accolades at the 2012 HFMWeek Hedge Fund Services Awards.


Regulatory Administration and Compliance Support Services QuarterCAST

Wednesday, December 5, 2012 Noon – 1 p.m. (ET)

Please join us online for the Winter QuarterCAST from the Regulatory Administration and Compliance Support Services team. Along with our regular "Quarterly Updates" our focus of discussion will be Regulatory Examinations, with an emphasis on:

  • Examinations of Newly Registered Investment Advisers
  • Examinations of Service Providers
  • What to expect after an SEC Examination

PEI CFOs and COOs Forum 2013

January 23 – 24, 2013
The Plaza Hotel, NYC

IMN's 19th Annual Beneficial Owners' International Securities Lending Conference

January 28 – 30, 2013
New Orleans, LA

To view the full agenda, click here.

TD Ameritrade 2013 National Conference

January 30 – February 2, 2012
Manchester Grand Hyatt, San Diego, CA

NICSA's 31st Annual Conference & Expo

February 10 – 13, 2013
Doral Golf Resort & Spa, Miami