Webinar: Outsourcing Middle- and Back-Office Functions: An assessment of perceived experience by Events

Outsourcing Middle- and Back-Office Functions: An assessment of perceived experience

About

In today’s rapidly evolving investment landscape, organisations are constantly exploring innovative ways to improve efficiencies and focus on core competencies. Outsourcing internal functions has emerged as one strategic solution, with companies increasingly turning to third-party providers to help them along that journey.

This webinar, featuring a panel of esteemed experts, will analyse the evolving trends and attitudes to middle and back-office outsourcing within the investment landscape – drawing on the results of recent research from SS&C Technologies and Global Custodian, which surveyed over 350 industry participants, including asset managers, hedge funds, banks and institutional asset owners.

Agenda

The rationale and decision-making process for organisations looking to outsource for the first time
Evaluating the potential cost savings and efficiency gains of outsourcing
Understanding the hesitations of organisations starting out on their outsourcing journey, and what providers can do to ease those concerns
The importance of partnership and collaboration between organisations as they begin their outsourcing journey

Presenters

Marcella Crossman

Senior Director, SS&C Technologies

Julia McKenny

Senior Manager, Regulatory Legal, Accenture

Tim Shaw

Director, Head of Operations, Aperture Investors

Tim Shaw is the Head of Operations at Aperture Investors. Prior to joining Aperture, Tim was the NY Head of Operations, Middle Office, & Treasury at Graticule Asset Management Asia. Before his time at Graticule, Tim worked in various roles at Fortress Investment Group, Onex Credit Partners, and Morgan Stanley. Tim earned a B.S. in Accounting from Binghamton University.

Richard Schwartz

Head of Research, Global Custodian

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