We have worked on numerous outsourcing assignments over the last fifteen years.


We have advised investment managers on their outsourcing options, helped them through the supplier selection process, negotiated service level agreements and assisted with the project management of critical business functions. 


We have also worked frequently with service providers, providing project management resources and business analysis skills when needed.


Our current focus, described more fully via the link below is the review of outsourcing effectiveness.


We have also conducted numerous surveys of the market for outsourcing both middle and back office functions. 

Illustrative Assignments


Advice on outsourcing

Outsourcing effectiveness

Project managing the outsourcing process

Work stream management

Systems and data analysis