May 3, 2021

Why it makes sense to outsource client reporting operations

The events of 2020 drove an uptick in outsourcing operations across the investment management industry—and for good reason. Most firms were suddenly working with a distributed workforce on a scale and duration never seen before. This new operational model came by force and with little time to prepare. Firms coped with the changes remarkably well, but many realized outsourcing aspects of their operational model, from the back office all the way to the front, would help them survive the current challenges and thrive in the future.