Sunday, September 20, 2009

Webinar on “Investment Operations Outsourcing, What CIOs should know!”

Our webinar on “Investment Operations Outsourcing, What CIOs should know!” held on September 15th, 2009 was based on the changing trends in investment operations, which the companies have begun outsourcing to specialized service providers. The webinar generated fifty leads - a good number to start with.

The guest speaker at the webinar was Dayle Scher, Research Director, Investment Management, TowerGroup. Dayle shared her knowledge of the market forces that are leading to Investment Operation Outsourcing. She remarked that, until the year 2007, very few companies outsourced their investment operations. But after the subprime crisis, many companies are finding it a useful cost cutting solution.

Patrick Schena Principal, Investment Management Services, Headstrong, discussed the framework for successful outsourcing of investment operations. He laid down the pros and cons of outsourcing for various cadres of companies/operations. He also discussed key drivers to outsourcing operations dealing with the back office cost structure and changing trends in technology. He emphasized the role of strategic planning that acts as the basis for outsourcing decision making process.

Our second guest speaker at this webinar was Ashley L. Burkhardt Duva Chief Operating Officer & Chief Compliance Officer, Strategic Global Advisors, LLC, an investment management firm. She shared her experiences with outsourcing and explained how risks can be mitigated and the whole process made more secure for companies.


Click here to view the webinar recording.

No comments:

Post a Comment