Opinion

20 July 2014

Outsourcing – ‘Why Worry About The Other Guy?’

There have been examples of outsource arrangements that have terminated when they need not have done.  They represent relationship and commercial failure.  One mark of a win:win arrangement is one in which the parties can innovate together.  Not many actually do that effectively even when the opportunity is there, so why not?

  • Opinion
  • Asset & wealth management
  • Outsourcing
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14 June 2014

The end of the AMC is nigh…. (And probably not before time!)

The ubiquity of the annual management charge (AMC) has permeated throughout the Life, Pensions & Funds Universe since my initiation into the Industry some twenty-five years ago.

  • Opinion
  • Asset & wealth management
  • Distribution & product
  • Regulatory-driven change
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5 June 2014

There is no general consensus on how to document an operating model. 

The objective of documenting the operating model is to communicate how the business works, or will work, both operationally and technically.  A good operating model diagram will also serve to identify operational bottlenecks; uncover responsibility gaps or risks; or highlight fragmentation of data management, systems or functions.

  • Opinion
  • Asset & wealth management
  • Operating model
  • Technology
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16 May 2014

Legacy books – the elephant in the room

Almost every business has to accept that some of their products or services will reach a “legacy” status at some point – where they are closed for new business – and the focus has moved on to other live products.  Few organisations deal with the legacy book effectively or efficiently, which is unlikely to be a suitable outcome for clients.

  • Opinion
  • Asset & wealth management
  • Distribution & product
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4 April 2014

The key factors in a successful outsource partnership

Like any happy relationship the key to a successful outsource partnership often comes down to communication, cultural & strategic alignment, trust and hard work.

  • Opinion
  • Asset & wealth management
  • Outsourcing
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26 November 2013

How can asset managers and suppliers get the most out of service credit regimes?

With the significant majority of asset managers now using an outsourced model for administration services, ensuring the right level of service is received from suppliers is high on the agenda for most asset management firms. Service credits provide an input to achieving this, by putting at risk an agreed percentage (usually 5-15%) of the supplier’s fees, linked to the supplier’s performance against a predetermined set of KPIs.

  • Opinion
  • Asset & wealth management
  • Outsourcing
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26 October 2013

Has middle-office outsourcing created demand for a new software product?

With more and more investment managers outsourcing their middle office there is a burgeoning cottage industry within IT departments dedicated to creating solutions for tracking, monitoring and managing trades sent to outsource providers. 

  • Opinion
  • Asset & wealth management
  • Outsourcing
  • Technology
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17 October 2013

The decision to create bespoke funds

To what extent should asset managers tailor products to individual investor needs?

In both good times, when inflows are plentiful, and in the not so good times, when assets are harder to raise, there is a temptation for asset managers to bend over backwards to meet individual investor demands in order to secure new money for their funds.

  • Opinion
  • Asset & wealth management
  • Distribution & product
  • Investment management
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