Business Outsourcing Consulting

Outsourcing is first of all the consequence of a strategic review of the activities of the asset manager. Some consider that only Financial Management and Distribution are strategic, others add the Middle Office stock and customer reporting. In short, each management company positions the border between strategic activities and the others differently.

Then outsourcing can be a response to a desire to reduce the company’s fixed cost structure. In addition, outsourcing makes it possible to index part of the expenditure on the outstanding amounts or the number of funds. When stocks fall, the invoice decreases which preserves profitability.

Outsourcing in Asset Management can also be the consequence of a lack or loss of in-house expertise, an impossibility of reaching a critical size to guarantee the resilience of the activity or an obsolescence of the IF of an activity.

Once the decision has been made to outsource an activity, the choice of service provider is a major issue because it will become a link in the operational chain without which the activity can no longer be ensured. More than a service provider, it is a partnership that must be set up.

Finally, the asset management outsourcing project requires specific expertise in coordinating various projects: organization, change management, legal, IT, etc.

Périclès Group has recognized expertise and numerous references in the feasibility and opportunity study for business outsourcing, the choice of service providers as well as the management of the implementation of the delegation or business outsourcing.

< Our Asset Management offers

< Our Expertises