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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. The webinar will offer participants the opportunity not only to hear from respected investment industry practitioners but also to question them on their views and approaches.

Discussion points include:

  • Examining the benefits of co-sourcing and outsourcing and how a firm creates a framework and partnership to better serve operations, data governance, risk management, and compliance
  • Exploring at which stage of a firm’s lifecycle they should evaluate outsourcing options to alleviate the operational burden of legacy system workarounds
  • How to evaluate a managed services provider’s offering and balance different stakeholder demands
  • Obtaining buy-in across the organisation when adopting the Managed Services approach including the issues of control and oversight
  • Considering how managed services can help meet the demand of investor transparency with a flexible offering focused on reporting and client communication

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Jon Ambos

Vice President, Head of Middle Office, Prosperity Life Insurance Group

Alain Mandy

Chief Operating Officer, Wellington Management

Dan Houlihan

Executive Vice President, Head of Asset Servicing, Americas, Northern Trust

Nicholas Nolan

Senior Director of Solutions Consulting and Product Management, SS&C Advent

SS&C Advent helps over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their businesses, minimize risk, and thrive. We have been delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, working together with our clients to help shape the future of investment management. Find out how you can take advantage of our industry-leading solutions to support your business goals. To learn more about the right solutions and services for you, contact advent@sscinc.com. For more information contact your SS&C Advent representative or email sales@advent.com.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message