In a piece published by Hedgeweek titled "Getting middle office outsourcing right can reap long-term dividends," James Williams discusses middle office outsourcing considerations for COOs of investment firms. Williams recaps Citisoft and SEI's paper "Practical Tips to Help Navigate the Middle Office Outsourcing Transition" and quotes Citisoft's David Quirk:

"Citisoft director David Quirk provided a list of questions that a firm should ask to help draw up their short list. These include: What are our fund/portfolio structures? What level of service do we require (timing, customisation)? What changes do we envision in our business over the next few years (markets, products, asset classes)? Do we have unique performance and attribution needs?"

Read the full article on Hedgeweek.