Outsourcing

  • Full Outsourcing

    Todays service providers are able to respond to the challenging market environment and the ongoing need to change both operationally and through technology. As a result, investment managers are attracted to the middle- and back-office services offered by these providers and will choose to outsource to enable more nimble introduction of new products to the market, as well as limit risk and potentially reduce cost. Whether a lift-out or a conversion of a full outsourcing model to a provider, the initiative is comprehensive in scope and highly complex to execute. Citisoft has significant experience assisting investment managers in assessing their suitability for engaging in an outsourcing relationship, choosing the appropriate vendor and implementing the transition across all key aspects of the lift-out/full outsourcing lifecycle.

    For more information contact info@citisoft.com

  • Component Outsourcing

    As Investment Managers enter into new markets and/or products, or face the challenges of today’s markets and regulatory environment, they are attracted to the services offered by service providers, including post-trade processing, investment accounting, performance measurement and client reporting. Often an investment manager will choose to outsource only selected components of the overall operations where they feel there is the most value to add, through limiting the manager’s risk, reducing cost, and/or providing the managers quick “time to market” for new investment strategies. A key decision point for component outsourcing option is that it helps chart a “middle path” for risk-averse investment managers who may not be ready to outsource all of their operation functions. The component outsourcing option fits in neatly with managers that need third-party support for reporting, a specific function or a small set of services. Citisoft has significant experience assisting investment managers in assessing their suitability for engaging in an outsourcing relationship, choosing the appropriate vendor and implementing the transition across all key aspects of the component outsourcing lifecycle.

    For more information contact info@citisoft.com

  • Service Provider Outsourcing Transitions

    At Citisoft, we see investment operations as the service area requiring the most innovation to meet the needs of a challenging market environment and era of increased regulatory controls. Outsourcing service providers are able to respond to these challenges both operationally and through technology, and provide solutions for investment managers confronted with increased risk, additional costs and expanded technology and staffing environments. Citisoft partners with all the top service providers, custodians and specialized vendors, to provide the industry and project experience to wade through the complexities associated with change initiatives impacting operations outsourcing models globally, whether full outsourcing or component outsourcing. Our deep industry experience, proven methodology and a hands-on approach has enabled our partners to successfully transition clients to their outsourcing models and provide optimal solutions for the investment managers.

    For more information contact info@citisoft.com