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Developing a Managed Operational Services Model

Roundtable Debate & Whitepaper Report.

Produced as a result of the Developing a Managed Operational Services Model webinar, this report explores from the perspectives of leading operations, middle office, and investment officers, the key considerations when contemplating the outsourcing of critical functions, responsibilities, and deliverables to a third-party for the first time or to a greater extent.

Points of discussion:

• Asset managers should be focusing at all times on their core business model, using outsourcers to bring in expertise and decrease time to market for new products
• When and where to outsource is an ongoing process that organizations must do at every stage of its lifecycle
• When outsourcing, firms must understand data governance, as any time there is data integrating with systems, it must be monitored and checked
• Formulating an outsourcing model requires buy-in from all parts of the firm; it is a mindset and a culture
• Future technologies will be the driving force of outsourcing, including automation, front-to-back consolidation and blockchain