Blog Archive - Page 18 of 26 - Davies

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Asset & Wealth Management
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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.

Asset & Wealth Management
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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.

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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. 

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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.

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A focus on IBOR

Increasingly software vendors and industry figures are hyping IBOR as the solution to many familiar IT and data problems, but is that really the case?