Outsourcing alternatives

In the last several years, service providers have begun to offer managed accounts operations as an outsourced capability. Turning to an outsourcer can help investment managers enter the managed account market quickly. Investment managers with established managed account businesses may consider outsourcing as a way to refocus internal resources on core competencies, and avoid the staffing and challenges associated with running operations in-house.

Deciding to outsource operations is a significant move for any investment manager. It involves carefully defining process flows between manager and outsourcer, as well as expected service levels and monitoring. Evaluating the service offerings of different outsourcers with respect to the manager's existing or desired operational processes requires examination of the outsourcer's core systems platforms, technology infrastructure, and service delivery model. Since managed account outsourcing is yet a new industry, comparing options can be challenging.

	Peridrome's process analysis methodology helps to quickly document current state processes, and prototype a "to-be" process for the purpose of defining outsourcing requirements.
	Our experience in portfolio accounting and trading for managed accounts, as well as our background in technology infrastructure and business continuity, makes Peridrome an ideal partner in evaluating outsourcing options and supplier proposals.