Middle and front office operations are facing multiple challenges in the aftermath of the financial crisis. Existing and prospective clients are demanding greater transparency and more detailed reporting. Regulators and institutional investors are demanding comprehensive risk management reports. Performance metrics are under greater scrutiny than ever before. Operations managers are therefore facing demands for more comprehensive reporting but are also under pressure to contain costs. Outsourcing can provide both an opportunity to tap into superior technology platforms supplied by third parties and access to cost competitive skill sets needed to execute those tasks that cannot be readily automated.

What are the recent initiatives by major asset managers to access the people skills available via KPO outsourcers?

This and other industry related questions and issues will be addressed during the 2nd Annual Investment Management Industry Transformation and Outsourcing Strategies Forum, which will be held on 20 April 2010 in London.

Event description:

The 2nd Annual Investment Management Industry Transformation and Outsourcing Strategies Forum is a one-day conference that brings together global thought leaders and investment management industry decision-makers to share their insights into how the financial services industry can emerge from the crisis. A variety of panel discussions, keynote addresses, and case studies will address how issues such as regulatory amendments and cost pressures are transforming the investment management industry. Event participants will discuss how investment managers can best regain the confidence of retail and institutional investors. The event will also deliver insights into the priorities and demographics of today’s investor and describe how investment management firms are using alternate operating models to scale and to meet customer demand for increased transparency while providing them with higher alpha.

Topics covered at the event will include:
• The present state of the investment management industry and the forecasted future trends and growth opportunities. Panel discussions to debate the effects of the financial crisis on the industry and the subsequent transformations The challenges and threats faced by the institutional and retail investors
• Obstacles that investment managers face in data management, performance measurement and client reporting and the ways to tackle with them
• The regulatory, governance and compliance changes and the industry’s reaction to it
• Risk management best practices
• Performance metrics used to measure portfolio returns and the merits and demerits of each
• Primary concerns for the investors during the crisis and ways to deal with them
• Analysis of alternate operating models and methodologies being adopted by the investment management industry to create opportunities for growth in revenues, geographical spread and client satisfaction
• The trends and opportunities in SLAs and the obstacles faced by the investment managers while tracking SLAs. The key performance indicators or metrics that are used to track and manage SLAs
• The next-generation investment products and platforms and diverse asset allocation and investment strategies

Contact:
FSO Knowledge Xchange
FSOkx Events Manager
Phone: 1-732-462-3763
Fax: 1-732-845-9067

I agree - outsourcing is become a core factor in the success of a business - it reduces overheads and allows a business to tap into a more cost effective talent pool