How buy-side firms gain and maintain control in a business process outsourcing world

Executive Summary

The road ahead for buy-side firms is littered with potential potholes and barriers. From responding to changing investor demands, to navigating an uncertain macroeconomic environment and managing regulatory requirements, buy-side firms need to strike a fine balance between strategic priorities and operational accountabilities.

This is easier said than done. With investment returns, fees and profitability under pressure, firms are looking outside themselves for help with the operational efficiencies and innovations that they need just to stay in the game – particularly in operational areas that they find especially onerous. For many buy-side firms, this would be the management of post-trade processes. From Know-Your-Customer and Anti-Money Laundering, to new regulatory obligations, and managing corporate actions, operational pressures are real and burdensome. To alleviate these pressures, many firms are looking to partners to outsource their post-trade operations.

In order to explore the current opportunities and issues with outsourcing, and how firms can best set themselves up for success, Taskize surveyed 100 heads of operations, finance and risk from buy-side firms in Asia, North America and Europe.

Figure 1: Which of the following post-trade processes would you consider outsourcing?

If you would like to learn more, you can download the report at the top of the page.

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