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Practical Tips to Help Navigate the Middle Office Outsourcing Transition

November 7, 2017

Unlock the potential in your middle office operation

Since the financial crisis, the middle office has emerged as a critically important operational component of all types of asset management firms.

As consensus builds that middle office operations are largely untapped sources of value, they are being placed under considerable stress from a variety of sources, including increased regulations, more demanding investors, stronger competition, and the growth of complex, global products and strategies.
 

There is no best middle-office service provider. There is simply the right middle-office service provider for your situation.
—David Quirk, director at Citisoft

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As managers have increasingly come to realize that there is value throughout their organization, focusing on improving middle-office functions has become conventional thinking.

To provide you with unbiased transparency into the considerations in selecting a service provider as well as advice on preparing for a transition, SEI enlisted the help of Citisoft, a specialized operations consultant in the asset management industry.

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To learn more about the strategic, business and operational drivers for outsourcing the middle office, please complete this form to download your copy of the brief.

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