Saturday, May 17, 2008                   
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Home » Research And Analytics » Asset Management Outsourcing Study


Survey Sponsors







Middle Office Outsourcing in Asset Management Industry- Market Trends and Service Providers Landscape 

Introduction :

Amidst mounting challenges of performance against bleak economic environment and handling of regular responsibilities like compliance and launch of newer products, asset managers are facing a daunting task to stay positioned in the competition. Are these challenges aiding the growth of middle office outsourcing? Join FSO Knowledge Xchange(FSOkx) in its endeavor to explore many more similar trends.

Objectives of the Study :

Market trends and analysis- Service Providers and Hedge Fund Administrators
Top Deals
Client Profiling
Current Cash Cows
Growth Potential

Invitation :

We invite service providers and hedge fund administrators to fill up the survey and receive executive copy of the report. Deloitte and Citi have kindly consented to sponsor the study.


Questions marked as (*) are mandatory

Service providers : 
* 1. Nature of your company's business.  
I)
II)
III)
IV)
V)
VI)
VII)
If any other  
* 2. Please mention your company's name.     
* 3. Role of the respondent. 
I)
II)
III)
IV)
V)
VI)
If any other  
* 4. Total AuA/AuC being serviced, $ in US currency.   
5. How many employees does your company have?  
6. How many of these employees are working towards providing middle office services to 3rd party customers?
    
* 7. Please state Retail/ Institutional divide percentage wise for the number of clients you service.  

I)

II)

III)

 and  

8. Percentage of your clients by geographical location.  
I) United States
II) Canada
III) Europe (please specify country/ies separated by comma) : 
IV) South America (please specify country/ies separated by comma) : 
V) Asia/Pacific Region (please specify country/ies separated by comma) : 
VI) Africa (please specify country/ies separated by comma) : 
VII) Other 
* 9. In which regions does your company have operations to service clients?  
Captive Joint Venture 3rd Party
I) United States
II) Canada
III) Europe (please specify country/ies separated by comma) : 
IV) South America (please specify country/ies separated by comma) : 
V) Asia/Pacific Region (please specify country/ies separated by comma) :  
VI) Africa (please specify country/ies separated by comma) : 
* 10. Does your firm offer solutions?  
In To (Please Check where applies)
Asset Managers Institutional Clients Hedge Funds
I) Front Office
II) Middle Office
III) Back Office
IV) Complete asset servicing
V) Others please specify 
* 11. What Investment Types does your middle office capability support? 
Domestic Global
I) Equity
II) Fixed Income
   a) Repo
   b) Cash Equivalents
   c) Money Market Instruments
III) Foreign Exchange
IV) Alternative Investment
   a) Private Equity
   b) Real Estate/Property
   c) Commodities
   d) Others
V) Derivaties
   a) OTC
   b) Exchange traded
VI) Other please specify
12. Key considerations by your clients to leverage your middle office capabilities (rank from 1 to 5 where 1 being the LOWEST and 5 being the HIGHEST) 
I) Enable greater focus on core competencies
II) Reduce costs
III) Tap into other talent pool
IV) Ease in dealing with compliance & regulations
V) To upgrade in terms of technological & modeling tools
VI) Transfer of risks
VII) Others, please specify 
* 13. What middle office functions do you offer to your clients today, for how long have you provided this service, and what do you anticipate being in demand by your clients in the future? 
Today For How Long Future Demand in next 5 yrs
Y/N < 3 years or > 3 years (Rank from 1(LOWEST) to 5(HIGHEST))
I)
II)
III)
IV)
V)