Selecting a market leading fund accounting and regulatory reporting solution, to replace an obsolete one and position the business for optimum growth.
Making sure you measure up
How does your performance compare with your competitors? Is the relationship with your asset manager or service provider all it could be? It can be hard to tell.
Our benchmarking studies focus on comparable cost, performance and capability metrics across a range of functions to give clients invaluable insight into their relative cost and performance profile.
Our tools help clients collate, normalise and analyse data to make impartial, data-driven observations and recommendations. Our research covers investment operations, transfer agency, distribution and regulation. We also offer a well-established Outsourcing Benchmarking service.
Our Outsourcing Benchmarking gives asset managers and service providers an independent take on their relationship. Both sides often use the results as part of their evaluation and selection processes. And the tool can be used to continually assess relationships.
Our proprietary models benchmark the core components of their relationship including:
- Tariff/Rate Card
- Key Performance Indictors(KPIs) and Service Performance
- Service Level Agreements (SLAs)
- Commercial Contract Items
With an unmatched library of tariffs, KPI and SLA documents in our database, we’re able to give asset managers and service providers real context for their relationship and pinpoint areas for improvement.