2008 Fund Operations Awards - Efficiencies/Streamlining

Efficiences / Streamlining

• Nominating firm's credentials:

  Name
  Parent Company (if applicable)
  Assets Under Management
  Number of Customers Served
  Relationship to the Nominee
  Any other additional pertinent information

• Please explain, in 50 words or less, the reason for nominating this team, division or company for efficiently using, streamlining or restructuring technology, back-office personnel and/or third-party partners to improve their firm's bottom line, products or service.

  You might want to consider their attention to customer focus while achieving efficiencies. Have they consistently delivered quality products and/or value-added service and followed up to ensure customer satisfaction?

  Is the team, division or company known for pulling people together in a constructive, inspirational way to work in a highly motivated, team-spirited environment where ideas are shared, even while efficiencies/streamlining is the end goal?

• Next, please summarize, in 30-40 words-again being as specific as possible, and using whatever figures or other quantitative data that applies-how the efforts of this streamlining/efficiencies team, division or company, have had a direct, positive impact on profit margins and performance. Have they driven record revenues, improved profit margins, streamlined productivity and/or boosted investment product performance?

• Nominee's credentials: Name, Affiliation, Parent Company (if applicable), Assets Under Management, Number of Customers Served, and any other additional pertinent information: