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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