Investment Services from Fiserv is a market leader providing portfolio management services to the Investment Management industry. From our unique perspective on the industry, we offer insights into market trends and best practices.

• Market Trends – These white papers review market trends anticipated by Fiserv and how they may affect market events of future years. More ··>
• Baby Boomer Retirement Series – A four-part series of white papers focusing on the impact baby boomers are having on the industry. More ··>
• Unified Managed Accounts/Unified Managed Household – This thought leadership series of white papers describes the most important stages in setting up and managing a UMA or UMH program. More ··>
• Trading – These white papers provide insight into the benefits of employing optimization technology in a trading environment.
  More ··>
• Compliance – The CFA Institute’s Global Investment Performance Standards (GIPS®) is quickly becoming the gold standard for performance measurement in separately managed accounts. These white papers address how asset managers can market their composites to their best advantage by declaring GIPS compliance. More ··>