Top 5 Reasons for Investment Managers to Outsource Their Middle and Back Office

Here’s a situation that will sound familiar to a lot of investment managers. You want to spend your day focusing on managing money and keeping clients happy. You are an asset manager after all. Instead, a lot of your team’s time is eaten up with affirming trades, investigating and correcting trade discrepancies, processing corporate actions, reconciling transactions and portfolios, producing reports … It’s inefficient, expensive and distracts you from your firm’s real purpose. So what…

10 Things Execs Lose by Not Outsourcing their RIA’s Back Office Operations

Ever have that feeling of regret when there’s a missed opportunity? Buying too late? Selling too soon? Those feelings are excusable, especially when the decisions are difficult and not so obvious. Even the best investment managers feel that way from time to time. What’s inexcusable is not picking the low-hanging fruit right in front of you, and outsourcing your RIA’s operations is just that. Here are 10 things you are missing out on by not…

How to Get the Most from Your Investment Operations’ Back Office Outsourcing Provider

Many small hedge funds, financial services and wealth management firms are seeing big returns from outsourcing their back office, reconciliation, reporting and compliance functions. Read on to learn how to generate the best return on your partnership with an outsourcing provider. By Stephen Van de Wetering, Founder of Empaxis Data Management _______________ Many investment organizations are now partnering with an external organization to help manage their back-office operations like reporting, reconciliation and compliance functions. Outsourcing…

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