Middle Office Services

Trust some or all of your operations to specialists.

Operational expertise is critical to your business, but let’s be clear: it isn’t your core business. Fortunately, it’s one of ours. Our experts can take on any or all of your back- and middle-office operations so you can focus on more strategic activity that drives growth. And unlike other providers, we won’t make you fit into a standardized or static operating model. Backed by a technology infrastructure that we built and own, we can put together a highly customized package of services for your unique needs.

Full outsourcing: Our capabilities covers a wide range of operational processes, including portfolio accounting, reconciliation, performance measurement, reporting and more.

Component outsourcing: You can decide which processes make sense to outsource and which you’d prefer to manage in-house. Select from our vast menu of services, including reconciliation, performance and attribution, portfolio accounting and reporting, and more.

Hosting services: Take advantage of the full functionality of our technology solutions without adding to your internal infrastructure or IT requirements. Our dedicated, experienced team will manage your technical environment and batch processing, freeing you to focus on your business.