An Asset Manager's Guide to Successfully Execute the Outsourcing Transition

For asset management firms that have made the decision to outsource their middle office but are reticent to take on a transformational project of this size and scope in a remote, or even hybrid, environment, they are not alone. Their teams may be pressed to answer daunting questions such as: "Are we ready for this transformational undertaking? How do we resource a project of this size without overly stressing our already strained operations team? Can we really do this in a fully remote environment?"

To help demystify what to expect, explain how to plan and resource, and discuss how to set a firm up for success for a remote outsourcing transition, we've collaborated with SEI to bring you practical guide.

In this paper, learn about

• Guiding principles for remote transitions
• Planning a future state operating model
• Resourcing considerations, in office and remote
• Design, development, and configuration
• Testing, readiness, and migration

Download the paper by filling out the form on the right, or read more about our outsourcing transition services.