> View this now

Published on: January 2007
Type of content: WHITE PAPER
Format: Adobe Acrobat (.pdf) (46 kb)
Length: 8 pages
Price: FREE

Overview:
A guide for Investment Advisors

In today’s business environment, two opposing forces dominate the investment advisory landscape. On one side continuing downward pressure on fees. On the other ever-growing customer expectations as to the range and quality of services they receive. As a result, investment advisors are facing the unenviable problem of how to do more for less. Yet despite this operational squeeze, there is a way to ride successfully between the two—and that is on the back of technology.

Table of Contents:

Overview
What is Outsourcing?
On the Fringe or in the Mainstream?
The Big Three
-Client Reporting
-Performance Reporting
-Regulatory Reporting
The Top 10 Indicators Your Firm is ready to Outsource
The Pros and Cons of Outsourcing
-Advantages
-Disadvantages
Learn more about back office outsourcing and investment reporting
Finding the Right Provider: Your Outsourcing Checklist
The Future of Outsourcing is Bright
Conclusion

Download the Guide.