Co-Sourcing vs. Outsourcing: Which Makes Sense?

As private fund managers increasingly outsource fund administration and operations, many still hesitate to go all-in—opting instead for co-sourcing to retain select functions in-house. This whitepaper explores the pros and cons of each approach and offers practical guidance for choosing the right partner across the outsourcing spectrum.

• Learn the differences between co-sourcing and outsourcing and when each model makes sense.

• Understand the three key considerations for evaluating a long-term fund administration partner.

• Gain insights on future-proofing your operations by leveraging expert knowledge, advanced technology, and adaptable service models.

Whether you’re maintaining control or ready to scale, this paper helps you assess which model supports your growth.

Please note: We will share download information with our partner, Holland Mountain, who co-authored this paper.