Blog Archives

Data controls: 3 questions to ask your service provider

In the eco-system of outsourcing, flexible, transparent co-sourcing creates the optimal environment for your operations and people to thrive. Your firm should ask three questions when evaluating an operational service provider to ensure that the proper data controls are in

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Posted in Traditional and Alternative Asset Management

Does outsourcing mean giving up control of data?

Investment firms have varying degrees of comfort about outsourcing operational services. Some, out of an abundance of caution, may fear a potential loss of control over their data. Many institutional firms consider their reputation in the marketplace and their track

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Posted in Traditional and Alternative Asset Management

Not all reconciliation is created equal

Outsourcing technology has increased in popularity across the investment management community. Over the past few years, however, we’ve seen many of our clients looking to gain efficiency by outsourcing some of their back-office activity as well.

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Posted in Technology, Traditional and Alternative Asset Management, Wealth Management and Financial Planning

The Shift to UMAs from SMAs & the Impact on Managers

The back story As large program sponsors in the advisory space, such as Merrill Lynch, Morgan Stanley, Wells Fargo, and UBS, are making more and more progress toward platform consolidation and moving away from disparate legacy systems, trends have shown

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Posted in Asset Managers


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