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Outsourcing the Middle Office

As we emerge from the pandemic, many asset managers are taking a strategic look at their operating model and technology infrastructure. Those considering outsourcing their middle office likely have many questions related to the benefits, cost, timeline and resources required to complete a project of this scale.

To help you navigate the decisions, we partnered with Citisoft again to address where to begin your transition to outsourcing, what to expect, and the keys to success. Among other topics, we cover:

  • Guiding principles
  • Resourcing
  • Design
  • Testing and migration

Discover more from the Knowledge Partnership