Outsourcing can help you avoid the cost and operational complexity of in-house administration.
Outsourcing can help you avoid the cost and operational complexity of in-house administration for activities such as:
Fund and Investor Reporting
Fund Administration and Transfer Agency
Reducing Risk such as infrastructure / operating process, regulatory and people
Financial Statement Preparation and Audit Liaison
By partnering with a third party specialist firm who truly understands the challenges that an asset manager faces, you can reduce risk and leverage specialist expertise and technology.
Onboarding / project management- Programme manage launch- Lead coordinator - each project workstream- Due diligence and op model validation
People- Exceptional client service- Wide knowledge and skills base- Team built around clients needs
Specialisation- Real Estate- Private Equity- Debt
Ancillary services scale- Corporate and Administration services- Tax & Compliance reporting
Regulatory compliance- Business and Customers Risk Assessments- Compliance Monitoring Plans- Maintenance of Registers such as Conflicts of Interest, Suspicious Activity etc.- Corporate Governance Framework
Scale- Support you as you grow your business- Experience- Systems & Technology- Robust Governance framework
Understanding ESG- Understanding investor and regulatory drivers- Reporting, monitoring, measuring obligations- Planning, resourcing, appropriate expertise
Firms face time consuming and labour intensive reporting requirements on a daily basis. Third party service providers have access to, and invest heavily in, pioneering technologies. By outsourcing these tasks you can access this industry-leading technology without having to expend time, effort and capital in acquiring and setting up these platforms yourself.
By placing more emphasis on the operational procedures of the funds in which you invest, outsourcing adds safeguards to mitigate and reduce risk. The increasing regulatory burdens that asset managers face means that reducing risk is one of the biggest benefits of outsourcing.
Asset managers now face scrutiny of their back and middle offices more than ever before. Handing these duties over to dedicated specialists, whose full-time job is to ensure the most rigorous and robust standards are met, guarantees operational compliance, and grants investors peace of mind.
It is important to meet the team who will be dealing directly with the investors. These individuals are more critical to your future investor relationships than anyone else at an administration firm.