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

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

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