Outsourcing

Investment managers are facing new pressures to differentiate, add more value, and improve delivery to clients. Traditional motivations for outsourcing were around maintaining focus on core competencies that differentiate the business and outsourcing more commoditised processes to leverage the scale and performance that best-of-breed third-party vendors provide. Today, we are seeing motivations evolve. Changes in client expectations and new competitive pressures are driving investment managers to add more value to their propositions, improve delivery to clients, and leverage new technologies. Investment managers are looking to maintain that same focus on core competencies and build strategic partnerships in order to capitalise on new and innovative solutions, improve time-to-market, and digitally transform their operating models.

What we do

Whether it’s a tactically led decision, or the intended outcome is to build advantage  – outsourcing is a strategic initiative and should be approached that way. Investment managers must carefully consider which process or systems it would be advantageous to outsource and which they should continue to fully own. We work with our clients to objectively evaluate what should be outsourced, coordinate requirements analysis, facilitate RFP processes, and apply our evaluation framework to ensure the right solution or service partner is selected for best execution.

Why work with us?

We take pride in what we do – it’s our craft. Our approach is centred on years of experience helping large investment managers with a broad spectrum of strategic, operational, technical, and data-related challenges. We’ve partnered with over 30 large investment managers, and our work spans APAC, North America, Europe, and the Middle East.

Consistency is critical. Our structured approach leverages new technologies for execution – ensuring reliable engagement-specific workflows, and making certain that projects are managed with transparency, traceability, and full visibility into progress. We can be relied on to provide the uncompromising truth in advisory and excellence in delivery.

A sample of our work

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