Solutions for investments

Investment administration

Target delivers comprehensive third-party back office administrative services.

Our services offer you the flexibility and responsiveness you need to exploit changing market conditions and to achieve your overall investment strategy.

In addition to primary servicing we offer comprehensive standby servicing that ensure business continuity you can depend upon.

Key Solution Features

Servicing Operation

Grow your business without constraints

Target enables your business to develop free of resource and technology constraints. Our state of the art investment administration service is powered by Target's own financial software.

Having full control over our software means we can deliver a flexible and responsive service tailored to your needs.

We continue to make significant investment in our infrastructure to ensure we are running your operations as efficiently as possible, providing you with the responsiveness and flexibility to rapidly innovate, develop and launch products.

Our track record demonstrates our success in providing major financial services clients with flexible back-office services.

Insight

Freedom to focus on what's important

While you focus on product design, distribution and developing business, you can rest assured that Target is efficiently running the administration of your investment products and delivering great service.

We will keep you up to date with all the relevant information you need to closely monitor the performance of existing products, and configure and swiftly launch new products to market.

By outsourcing back-office investment adminstration you can be free to focus on more strategic priorities.

Efficiency

Experience is the difference

Target's investment servicing teams are experienced in administering a range of products.

We operate with integrity and professionalism so that you can be confident your reputation is managed.  Our operational teams are provided with specific learning and development programmes including industry accredited qualifications to ensure our staff are skilled to effectively deliver highly specialist services to our investment clients' customers.

We are committed to continuous process improvement in developing a centre of excellence for plan administration services.

Control

Putting you in control

Our objective is to provide you with greater transparency, improved governance and complete control of your portfolio.

Our team of qualified finanical accounting professionals provides in-depth analysis and insightful management information, equipping you to make confident decisions. As part of the management of client money accounts we perform regular reconciliations of monies and assets to ensure your data is accurate.

Your service definition will clearly set out service levels and regular client account meetings will keep you fully informed.

Your dedicated Client Services Managers will work closely with you to champion and deliver your objectives.

Compliance

Creating a compliance culture

Our Risk & Compliance team is focussed on ensuring compliance with industry legislation and regulations.

Our experienced team closely monitors all new legislation and regulatory guidelines to manage the impact on our servicing operation and our clients. We ensure any risks to customer service and client reputation are promptly addressed.

Clients benefit from regular operational risk management and compliance reviews.

Target operates a risk management culture where all managers are required to document risks and escalate to the appropriate level. A highly structured approach manages risk across the company.

Success stories

GilliatGilliat, a trading name of private bank Arbuthnot Latham, outsources plan administration to Target Group

Gilliat brings Plan Management in-house and outsources administration to Target.

View all case studies

News articles

Credit SuisseCredit Suisse chooses Target again to manage fixed term deposit portfolio

Target has been reappointed by Credit Suisse to take on the servicing of its fixed term deposit portfolio.

View all news articles

    How this solution works

    Product Expertise

    Explore the product and investor types supported:

    Alternative Deployment Options

    Target offers you a choices of deployment options:



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