Portfolio and Risk Management
Portfolio Servicing
Research
The Portfolio Servicing team at Capital Dynamics prides itself on its ability to deliver comprehensive and dedicated back office service. We solve investment accounting and auditing issues, provide compliance and regulatory support, and deliver reliable data for effective portfolio management. Our services include transaction management, customized reporting, accounting, tax and compliance assistance, and monitoring. The team follows standardized processes and employs stringent internal controls to ensure transparent, timely and accurate reporting.

Marc Wallenstein, Director