Improving speed to market and operational efficiency by leveraging proven experience and technology
Building a Successful Investment Operations Outsourcing Partnership
In the last few years, BNY Mellon has seen a shift in the approach to middle and back office operations outsourcing and our conversations with clients have, as a result, taken a new direction. Investment managers are re-evaluating how their operations teams can sustain future demands, while also rationalizing fragmented arrangements that have been built up over time.
Transformation of Middle Office Outsourcing Servicing: The New Business Paradigm
For the last several years, as more companies look to maximize shareholder returns and increase their focus on core competencies, the investment management industry has seen a seismic shift towards outsourcing middle and back-office activities. This article was first published in The 2013 Mutual Fund Service Guide, June 2013.
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.
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.
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.
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.
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.
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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