Banking, Asset Management, Outsourcing

What Do I Outsource to Service Partners

Spoke to over 70 CFO’s managing alternative asset portfolios in the last month, (our personal monthly record) and the one consistent question was “Why cant we outsource all the record keeping, on Deals and Activities in our portfolio. The outsourcers have the technology and the resources. We just need to know about our returns, which we track.”

Outsourcing provides tremendous benefits, including lowering costs and lower overheads. But who does it work for.

Imagine building a new NBA franchise, which you want to take all the way to the finals.

You can decide — you never want home court advantage. Dont need the cost of building a new arena , that can be outsourced. And dont need the Fan base, we can outsource them!!! Its way less expensive.

The portfolio that you are managing is the NBA franchise and all the Data that the portfolio generates is pretty much the fan base. Decide whether you as the manager outsources his valuable data or pampers it.

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How Asset Managers become better Deal Makers

Private Markets for deals in Asset Management have become extremely competitive. There is more capital in the market than deals, and managers are often chasing similar opportunities. There are fewer proprietary deals. Good deals need to be made. AM,s who succeed are obsessive about deal tracking. The process makes them efficient. They love what they can do with all the data that they collect

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Investor to Asset Manager: Where the Hell are My Returns?

Many alternative asset management companies are increasingly out of step with their investors needs when it comes to real-time transparency. Technology can help.

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Excel maybe a powerful tool for Asset Managers, but that doesn’t make it ideal.

If you’re an Asset Manager, using your Excel spreadsheet as a computing solution is very risky. Here’s why.

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