NQR empowers the nation’s leading financial institutions to outsource critical functions with
confidence. Our independent analysis provides trusted, unbiased insight into third-party
shareholder servicing, distribution, custody, and all other major operations.
Transfer Agent INSIGHT
Compliance and quality evaluations of
transaction processing, call center, and
Standardized distribution partner audit
report review in accordance with the
ICI’s FICCA framework.
Service Provider INSIGHT
Standardized audit report review for all
major outsourced functions: custody,
fund accounting, pricing, and more.
"One of the most valuable services NQR offers is insight into the trends and developing best practices in the asset management industry.
- Compliance Manager
“The numerical methodology has provided a consistent method to analyze and compare intermediaries.”
- Chief Compliance Officer
“Service has always been outstanding. I would have no reservations recommending or speaking highly of NQR's service to others.”
- Analyst, Global TA
“The service removed the need to evaluate audit documents in their entirety and instead focus on remediation activities.”
- Vice President, Managing Director
"NQR adds value by offering third-party perspective. This resonates with executive management and the Fund Board."
- Senior Vice President
“Consistency is everything. We know we can count on NQR reporting to be delivered like clockwork and it's always of the highest quality.”
- Fund Operations Associate
“When we’ve had a question for NQR or asked for explanation on a topic, the response brings a new perspective we may not have otherwise thought of. The review team is extremely thorough and seems to be very plugged into the industry."
- Vice President
“Utilization of NQR for the review of third-party attestation reports has enabled us to expand and institutionalize our oversight program.”
- Manager, Institutional Business Support
“Very thorough, objective review of our processing accuracy and timeliness. Some of the biggest players in the industry are NQR clients, ensuring the benchmark data are relevant.”
- Vice President of Operations
“We have been extremely pleased by our engagement with NQR as an addition to our intermediary oversight program. The staff is knowledgeable, extremely helpful, and we feel that the evaluation of the material is on point."
- Vice President, Global Investment Operations