The Benefits for Asset Allocators in Outsourcing Investment Operations

As institutional portfolios become more complex, so too do allocators’ internal investment operations, putting a strain on legacy systems, staff resources and costs. This paper explores why allocators should give serious consideration to outsourcing all or part of their investment operations. 

It identifies specific activities that are ripe for outsourcing, and the benefits allocators – such as pension funds, sovereign wealth funds endowments, foundations, and family offices – stand to realize by choosing an experienced and technologically advanced service provider.