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Asset Administration Services
GWLIM through its association with Great-West Life offers a full range of fund valuation, unitization and reporting services for institutional client portfolios.
Through the use of Great-West Lifes back office record keeping system and GWLIMs client reporting system, we can provide a comprehensive client oriented asset administration and reporting service.
Clients may select their own money managers, subject to their meeting regulatory and other requirements. We will work with these third party advisors to establish trade communication processes, investment policy statements and compliance monitoring and reporting procedures.
Clients find this a valuable service, as we at GWLIM can offer, not only standard portfolio valuation services, but also provide clients with a more investment related review, reporting and monitoring process.
With the increased focus on governance and compliance requirements for pension funds, we believe our enhanced asset administration services can assist plan sponsors in meeting their compliance and monitoring obligations.
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