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Sep 14, 2021

An advisor’s view: Choosing a series trust over a stand-alone trust

We recently sat down with Jeff Hakala, CPA, CFA, Chief Executive Officer and Co-Chief Investment Officer at Clarkston Capital, and David W. Rumph, CPA, Director of Institutional Operations, Marketing & Strategy for Clarkston Capital to discuss their experiences selecting a series trust partner. Clarkston Capital Partners, LLC was looking for an efficient—and comprehensive—solution.

Aug 27, 2021

Clients share their experiences with investment operations managed services

Many asset managers are revisiting the option to have third-party experts manage some or all of their investment operations through outsourced or co-sourced managed services; the market is expected to grow by 7% annually through 2024.

Jul 23, 2021

Superannuation modernization: should you outsource?

To stay competitive, many superannuation funds are choosing to either outsource their registry platform and servicing operations, or reevaluate their already outsourced administration service provider’s technology and services. As funds modernize their operations, they face obstacles like disparate legacy systems, high expectations from members, and a complicated web of regulations.

Apr 12, 2021

Energy Outsourcing: The missing link in your quest for the new normal

According to a McKinsey & Company survey, cost management, growth and digital capabilities are three top priorities in both business units and corporate centers as they focus on tackling economic uncertainty. In an effort to reduce costs and still show growth, companies are establishing strategies to define a new normal. Outsourcing is a business strategy that includes transferring work from a company’s employees to an external party. Many companies outsource their services and the creation of goods with the goal of decreasing costs such as employees, overhead, equipment and technology.

Mar 15, 2021

Is your firm returning to the office? Insights & practical ideas for success

Dogs barking, kids fighting in the background, phones ringing while you’re on video conference calls, the joy of getting booted unexpectedly from a Zoom call in the middle of speaking. Life happens when working remotely during the COVID-19 pandemic.

Work dynamics have certainly shifted from a year ago, and they’ll shift again as companies return to the office. The transition begs a host of questions and considerations for returning. What will working in the office look like? Who will come back? How can companies best support the transition to a post-pandemic workforce? How should leaders prepare?

Jan 26, 2021

Expect the unexpected in 2021, including unanticipated business events

During the course of the year, a firm will undoubtedly encounter unique situations or unanticipated business events, further straining resources and bandwidth. Given today’s rapidly changing times, it’s inevitable.

Sep 4, 2020

Ten benefits of outsourced managed data services

While managing through these challenging times, your business is likely also looking toward the future. With “business as usual” upended, you may be trying to position your firm for whatever comes next while staying ahead of your competitors.

Jun 3, 2020

Intelligent outsourcing of investment operations

A crisis might not seem like the time to evaluate your operations, but now is perhaps when opportunities to improve are most visible. Some of these potential areas in need of improvement are reporting, risk assessment, remote access, ability to scale up or down quickly, domain expertise and immediate access to information.

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