Custodian and Lending Advisory Services

Custodian and Lending Advisory Services

Learn how your organization can benefit from our custodian and lending advisory services. 

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What are custodian and securities lending advisory services?

Custodian and securities lending advisory services are consultancy-based solutions delivered to clients spanning retirement plans, asset managers, endowments and foundations, insurance companies and healthcare systems, among others, through our Global Custody and Securities Lending Advisory Group. Our dedicated team of industry veterans provides custody/trustee, investment operations and securities lending consulting to clients designed to enhance a client’s operating model and the services provided by custodians, securities lending agents and other asset servicing operational providers.

Global Custody and Securities Lending Advisory Services Practice

Aon’s Global Custody and Securities Lending Advisory Services team has four full-time senior specialists dedicated to global custody and securities lending consulting. With over 100 years of collective investment operations industry experience we have led 300+ custody and lending projects, representing over $7 trillion since 2016. This team supports clients across the Americas, EMEA, and APAC.

Each team member has direct, long-term experience working for the top global custodians and leverages the combined value of hands-on experience and sizable project volume to help evaluate and solve for client needs.

How Can Aon Help?

Our team is highly active in the global custodial marketplace and brings negotiating power to each client project through deep industry knowledge. Our comprehensive suite of custody and lending consulting services spans multiple disciplines to help clients make better decisions. Through our work we lead clients to solve for:

  • Maximizing custodian services for a market-appropriate fee
  • Resolving client service issues
  • Supporting fiduciary due diligence
  • Updating outdated securities lending programs
  • Optimizing internal investment operations
  • Global Custody Advisory Services Expertise

    Custodian Bank & Custody/Trustee Consulting:

    • Custodian Fee and Service Evaluation & Search (RFP)
    • Custodian Fee Benchmark
    • Custodian Health Check

    Custodian Bank Conversion Management:

    • Fully Outsourced Custodian Conversion Management (moving from one provider to another)
    • Manage the operational processes involved in manager / plan changes

    Client Investment Operations Best Practice Evaluation:

    • Review & Evaluation of Client Investment Operations & Best Practices

    Securities Lending Consulting:

    • Securities Lending Revenue Analysis
    • Securities Lending Agent Evaluation & Search
    • Ongoing Securities Lending Monitoring, and Securities Lending Program Optimization
  • Client Expertise
    • Retirement Plans (public and corporate)
    • Asset Managers (registered and unregistered)
    • Endowment/Foundations
    • Insurance Companies (general account and variable annuities)
    • State/Province/Federal Treasury
    • Central Bank/Monetary Authority/Sovereign Wealth
    • Corporate Cash
    • Healthcare Systems
  • Investment Operation Consulting Expertise
    • Global custodian bank marketplace
    • Custody
    • Trustee
    • Fund accounting
    • Technology flexibility & capabilities
    • Cyber and system security
    • Business continuity & disaster recovery
    • Fund administration
    • Securities lending
    • Benefit payment services
    • Treasury services
    • Performance & risk analytics
    • Investment compliance monitoring
    • Private assets support and administration
    • Derivatives
    • Cash processing
    • FX processing
    • Tax reclaims

A Dedicated Team with Deep Industry Presence and Specialist Credentials Industry Experience

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Are you ready to learn how your organization can benefit from Aon’s custodian and lending advisory services?

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