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ASSET CUSTODY, REPORTING AND PERFORMANCE MEASUREMENT

If you are working with multiple investment managers or multiple investing entities, the paperwork and accounting involved can be overwhelming. We can assume responsibility for the safekeeping, custody, reporting and performance measurement of your investment portfolios.

Custody and Reporting Services

  • Consolidated reporting for clients with multiple managers
  • Cash management and intra-day cash sweeps
  • Online account access
  • Performance measurement
  • Safekeeping, trade processing, settlement and income collection
  • Corporate action and proxy notification
  • Master trust/custody accounting
  • Securities lending coordination
  • Global custody coordination
  • Foreign exchange

Performance Measurement

We provide full, comprehensive performance measurement reporting for your investment accounts.

MORE INFORMATION

To speak with our Institutional Wealth Management group, please complete this form and we will contact you at your convenience.

© 2014 Bank of Oklahoma, a division of BOKF, NA. Member FDIC. Equal Housing Lender.