---
title: Outsourcing — The Post-Trade Automation Handbook, Vol. 1
description: <p><em><strong>Explore which post-trade processes can be outsourced, key KPIs, and insights from a survey of 100 buy-side executives.</strong></em></p>
image: https://www.taskize.com/hubfs/Imported_Blog_Media/taskize-flag-Jun-05-2025-02-24-42-1415-PM.jpg
---

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# Outsourcing — The Post-Trade Automation Handbook, Vol. 1

[![Ian Peel](https://www.taskize.com/hs-fs/hubfs/ian.jpeg?width=40&height=40&name=ian.jpeg)](https://www.taskize.com/resources/author/ian-peel)

by [Ian Peel](https://www.taskize.com/resources/author/ian-peel)

 1 min read

 Nov 22, 2021 10:00:00 AM

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**From exception handling to processing of corporate actions, which post-trade processes can and should be outsourced?  And from regulatory compliance to staff efficiency, what are the KPIs for outsourced post-trade processes and how are they best managed?  
**

One hundred senior executives and decision-makers in buy-side firms were surveyed for this report. And only those that outsource or are considering outsourcing any part of their post-trade processes.

**Communications optimisation:**

- **Email** — found by our survey to be sub-optimal for post-trade operations
- **100%** — of the firms surveyed have experienced problems with email
- **Alternatives** — we explore the alternatives and options available

Based on industry research and peer review, we spoke to firms with at least AUM USD100m across the following geographies:

- **Asia** (Australia, Singapore,  Hong Kong)
- **Europe** (UK, Germany, France, Belgium, Switzerland)
- **North America** (US, Canada)

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