The use of “outsourcing”, to help the Compliance function accomplish more while keeping costs under control, is a relatively new phenomenon. While many other functions in asset management firms began outsourcing much earlier (back-office: 1990s; investment research 2000s), the Compliance function is playing catch-up…
White Papers
The Global ETF Market is Coming of Age
The market for Exchange Traded Funds (ETF) has grown rapidly in the past decade, tilting the balance of power in favor of investors. ETFs are now utilized by a growing number of fund managers for tactical asset allocation, completion strategies, and as a liquid cash substitute, their attractiveness underpinned by their relatively lower costs, speed of execution, and transparency...
Tackling the Economic Challenges Facing Brokerage Research
Senior decision makers at brokerage firms face a common problem. Investment in research remains a strategic imperative, but budgets remain tightly constrained, and generally speaking, on a downward trend. In particular, the changing global economic order and the dynamic nature of the financial markets call for a strategic rethink on how research is produced, what research produces, and how costs are aligned to revenues...
The Growing Maturity of Offshore Research and Analytics in Financial Services (Everest Research Institute)
Since its beginning in the early 1990s, the US$100 billion global sourcing industry has not only grown rapidly in size but has also expanded in scope as global firms embraced offshoring aggressively and sent increasingly complex portions of their work to offshore locations. Leading adapters of global sourcing are building on their successful experiences of offshore...
Outsourcing as a Profitability Driver in the Asset Management Industry - 2010
In October 2009, we published a white paper on the performance of the asset management industry in which we highlighted the requirement for ongoing tight cost control and proposed increasing the scope of outsourcing as a solution to a number of financial challenges facing the industry. This paper updates the performance of the industry through the end of the first quarter of 2010...
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