Look Before You Leap: A Risk-Based Framework To Aid Middle- and Back-Office Outsourcing

The consolidation of middle- and back-office outsourcing is gaining popularity across the investment management industry. To date, there have been many debates around the pros and cons of this trend. Whether your firm has already made the decision to outsource or is actively evaluating options, there’s much to consider. How do you know you’ve made the right choice? Have you considered the most important factors? We believe wearing a “special” lens might reveal insights missing in existing discussions, paving the way for a novel method to assess comparable offerings and potentially result in superior outcomes.

by Jose R. Michaelraj, CIPM, CAIA Senior Consultant…

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3 Red Flags You Are Missing Business Transformation Opportunities

Have you selected a new investment operations system to replace your legacy technology and manual workarounds? Or have you decided to outsource investment operations to a service provider?

Both efforts are significant, and likely the largest your part of the organization has ever seen. Are you making the right decisions? Or are you missing a golden opportunity to advance your business and improve the way you work? Here are three red flags you’re overlooking business transformation opportunities.

by Brian J. Lollar, Managing Director…

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What is a Performance Book of Record (PBOR), and Why is it Important to Leverage Data as an Asset and Driver of Growth?

The concept of a Performance Book of Record (PBOR) has continued to evolve across the investment management industry. This paper, which was featured in the Journal of Performance Measurement, outlines the state of PBOR today and why it can help firms leverage enterprise data for future growth.

by Richard E. Mailhos, Principal and Investment Performance Practice Lead

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Signs It’s Time To Re-Evaluate Your Outsource Solution

Has your outsource solution lived up to its expectations? Have real-world problems with integration and the production environment simply shifted bottlenecks or errors to new areas? Key operational components and workflows are the lifeblood of any large organization. But when decisions to outsource were made years or even decades ago, the criteria becomes dated and inapplicable. Don’t overlook these three signs it’s time to re-evaluate your outsource solution.

by Benjamin P. Smith, Client Partner…

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Purchasing a New Trading Platform? Don’t Overlook These Key Requirements

Portfolio management and trading platforms are some of the most critical decision-making, analysis, asset management and workflow tools within your organization. When it comes time for a system overhaul, small missteps can have costly and negative impacts. Let’s uncover the key requirements your firm can’t afford to miss in a system analysis.

by Elizabeth M. Colebrooke, Principal…

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