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Outsourcing

Improving speed to market and operational efficiency by leveraging proven experience and technology

Invested in You

Contact Peter Keaveney

For more information on our outsourcing services or any of our industry-leading products and services, contact:

Peter Keaveney, Head of Investment Manager Solutions Americas
BNY Mellon Asset Servicing
»

Or the Asset Servicing Team »

  • Solid Relationships: Investment Managers and Service Providers Using Collaboration to Build Reliable
    Middle-Office Outsourcing Models

    In the last several years, middle-office outsourcing has become an important consideration for investment managers as they evaluate their current business models and renew their focus on core competencies. When used effectively, middle-office outsourcing can generate additional efficiencies and savings, provide more predictable cost structures and help increase speed to market for new products.

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  • Who is Helping Your Shareholders? Teaming with the Right Business for Your Fund Company's Call Center Services.

    Since the creation of the customer call center in the 1950's, customer call centers have continually evolved, primarily through the development of new technologies and process impvements alone. In the financial services industry, mutual fund companies have been at the forefront of managing this critical touch point for their shareholders and distributors.

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  • Outsourcing 2.0

    Outsourcing models have changed markedly from the one-size-fits all lift out approach to the greater flexibility provided by a more componentised approach. Looking ahead, Lou Maiuri, global head, outsourcing, BNY Mellon Asset Servicing, and chairman of Eagle Investment Systems, says middle-office outsourcing is the lynchpin to the next generation operating model. This article was first published in the Financial-i 2010 Global Transaction Banking Handbook on Securities & Asset Servicing.

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  • Outsmarting the Bear

    The bear market of 2009 saw asset managers focus on operational excellence and business resilience. That means they need to excel at back-and-middle-office activities. Peter Keaveney of BNY Mellon Asset Servicing says the most effective way of doing this is to partner with a provider that acts as an extension of their organisation. This article was first published in the Financial-i Securities & Asset Servicing Handbook 2011.

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Middle-Office Outsourcing

The move to middle-office outsourcing is gathering speed. Louis Maiuri, Global Head of Outsourcing at BNY Mellon, discusses what investment managers need to consider before making the change.

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SURVIVAL TACTICS

Investment Manager Case Study

We are providing a state of the art operating environment that leverages the BNY Mellon data-centric model. This delivers to our client more accurate, consistent and robust data in support of investment management, client reporting, performance measurement, accounting and compliance activities.

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Workbench Mobile

With our newly launched Workbench Mobile application, BNY Mellon Asset Servicing clients are able to easily view and monitor a wide range of account investment and performance data, industry news updates, and more.

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Workbench Mobile Highlights »

Client Education

BNY Mellon provides a team of dedicated resources for our clients' continuous education. The Institute for Client Education provides access to a number of topics in a variety of learning methods targeted for all levels of your organization.

Learn more about our client education opportunities and online learning management tool »

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