The Working Group’s mission is to represent the common interests of this constituency while ensuring alignment with the core principles of the LSTA and its broader membership. By focusing on a variety of strategic and tactical initiatives, the working group will proactively advocate for best-practice recommendations; build consensus across providers to ensure standardization where possible; and develop broader education of service providers’ operational flows and regulatory implications. 

Membership in this Working Group is open to all custodians, trustees and fund administrators. This working group has a call the 3rd Wednesday of the month at 11AM (ET). Interested in joining this working group, reach out to Ellen Hefferan.