Middle Office: The Customisation Conundrum

26 February 2019

A guide to support customisation requests in middle-office outsourcing

An asset manager’s decision to change their operating model and outsource their middle office to a service provider should not be made in haste.

Our brief provides key considerations for asset managers to successfully navigate the period between selecting a service provider and signing an outsourcing contract.

You can learn more about:

  • Differences between customisation and configuration
  • Benefits of using the service provider’s existing processes
  • When customisation is in order
  • Guidelines for making attainable requests

By understanding the benefits of standard and customised solutions, informed asset managers can maintain momentum toward outsourcing — while in the long term, benefit from a more standardised operating model over the life of a partnership.

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