Vestmark

Looking to 2021, clients remain at the center of all that we develop and do.

By John Lunny, Chief Executive Officer

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During this difficult year Vestmark has been singularly focused on supporting our valued clients.

As investment professionals you are critically important to the well-being, future plans, and peace of mind of investors both large and small. The financial advisors you support are on the front lines, helping investors plan and navigate through these uncertain and volatile times. We know you are focused on them and we have been focused on helping you to enable them to do the best they can for their clients, while enabling you to continue to innovate and grow your business.

As you all experienced first-hand, the market volatility at the end of Q1 drove unprecedented transaction volumes. At Vestmark, the total number of trades – across all of our clients – increased by 145% from February to March of this year. I’m proud to say that our Vestmark team – virtually all of whom were working from home – was able to provide consistent and sometimes elevated levels of client support during this challenging time. We were able to balance keeping our employees and communities safe with ensuring a reliable and scalable platform for our clients.

Culture is important here at Vestmark because we need a happy and engaged team to provide the highest level of service and support to our clients, no matter what the environment. Navigating the challenges of this year took some extra effort, accountability, teamwork and positive energy. As our beloved CMO, Lonnie Macdonald, who we tragically lost this year, said “Reach deep inside yourself and look for positive energy! It can be as contagious as any pandemic.” Lonnie’s words and spirit were an inspiration to the whole Vestmark family throughout this year.

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As we look forward to 2021, there is still a great deal of uncertainty that will lead to continued market volatility and stress on the entire financial system. Vestmark will continue to innovate and scale our solutions and will aspire to keep you, our clients, at the center of all that we develop and all that we do.

As always and especially in times like these, we appreciate your business, and thank you for being a valued partner. I wish you, your teams, and your families and loved ones a happy, and safe holiday season and a healthy and prosperous 2021!

By John Lunny, Chief Executive Officer