Providing a world-class client service experience

Over $35 billion in assets under custody

Our core custody services features a wide-ranging and comprehensive service focusing on adding value for our clients. Distinguishing our product is a hands-on approach by an accomplished management team of senior professionals with combined trust and custody operational expertise. Our service underscores our reputation for mitigating risk and maximizing efficiency.

Providing institutional custody services for more than 40 years, we have grown to over $35 billion in assets under management and custody. Our service is underscored by its personal approach and customizable solutions — specially designed to meet the requirements of Taft-Hartley and public sector employee benefit plans.

Our sophisticated tools and services are designed to make managing your investments even easier.

  • Online access to our multi-currency trade date accounting system
  • Comprehensive, flexible reporting packages in accordance with client requirements
  • Issuance of supplementary information to support the range of client regulatory reporting
  • Timely and accurate application of pricing and factor data to ensure correct valuations

We consistently offer value-oriented solutions, strategically partnering with our clients for success in the marketplace.

Our custody services include:

  • Asset safekeeping
  • Contractual trade settlement in U.S markets and most markets globally
  • Daily cash management and overnight investment of end of day balances in various short-term investment strategies
  • Account transition and conversion management
  • Corporate actions
  • Income collection
  • Class actions
  • Proxy services
  • Global custody
  • Common trust fund sub-accounting and reporting

Global Custody

Our complete front-to-back global custody asset service provides clients with unsurpassed investment access to over 90 markets worldwide, as well as assuring that non-U.S. assets are securely held and monitored.

Services include:

  • Contractual trade settlement in 68 markets
  • Automated repatriation of dividends and interest payments
  • Tax reclaims
  • Automated foreign currency exchange for trades (if required)
  • Support for third-party foreign currency exchanges
  • Proxy voting / class actions


IMPORTANT INFORMATION: Investment products referenced herein are not insured by the FDIC (or any other state or federal agency), are not deposits, obligations or guaranteed by Amalgamated Bank or any bank or non-bank affiliate thereof, and are subject to investment risks, including the loss of principal amount invested. Past performance is not indicative of future results. This information is provided for informational purposes only and is not intended to offer any tax, legal or financial advice.