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Before You Dive Into Front or Middle Office Outsourcing – 5 key considerations and 1 cautionary alert

If, like many, challenges around reporting to your clients have you considering outsourcing your front or middle office activities, this article makes essential reading.

Merlys findings:

Many asset managers (particularly those in tiers two and three) have recently been discovering that access to their online tools (such as systems for portfolio management, pre-trade compliance, order management as well as shared data files) do not work as smoothly as anticipated during prolonged periods of remote working.

As this has led to delays in client reporting and has deprived managers of real time market information, many are now looking to outsource those aspects of their front and middle office activities.


Our cautionary alert talks of Liability Clauses.  This and The 5 key areas to think about: Expectations | IT Interface Costs & Implications | Choice of Outsourcing Partner | Timescale for Delivery & Implementation | Analysis are elaborated on below…

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How We Can Help

At Merlys we have considerable experience of drafting and negotiating both in-sourcing and outsourcing agreements. If you would like to discuss any issue arising from this article, please call or email our expert Verena Charvet as below.

Verena Charvet MBA,
Managing Director at Merlys Consulting

Connect:  https://www.linkedin.com/in/verenacharvet/

Email: verena.charvet@merlys.uk

Contact/Call us at Merlys | +44 (0)20 7821 0191

Follow us: Merlys: https://www.linkedin.com/company/merlys/

Website: www.merlys.uk

This briefing note is intended to act as general guidance. Merlys is happy to assist with any aspect of the content in this article, as it relates to your business.