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2022 Alpha FMC Operations & Outsourcing Survey.

 
2022 Alpha FMC Operations & Outsourcing Survey in Continental Europe - Asset Servicers
Welcome to the 2022 Alpha FMC Operations & Outsourcing Survey in Continental Europe!

Through this survey, Alpha aims to discerning and providing insights on current outsourcing strategies, expectations, decision rationales and challenges in the asset management sector. By comparing the experiences and views of asset managers and asset servicers, the result of this questionnaire will also highlight potential gaps in the way both types of respondents perceive outsourcing services today and in the years to come. This being the 2nd iteration following the very successful 2018/2019 survey and conference, it will also allow us to compare the evolution over time and manifest trends.

Alpha is a leading global consulting firm for asset and wealth managers. We have worked for over 700 clients in the industry and notably gathered extensive experience in benchmarking. This survey is run on a European level and is sent to top asset managers and servicers.

As we place great importance on confidentiality, we will treat any information you provide as confidential, the results will be anonymous and will not be attributed to any company. We also comply with the General Data Protection Regulation (GDPR).

We will compile a summary of the responses into a comprehensive report, and share this with you in return for taking part in the survey. With this overview, we hope to help you better understand your market, and thus potentially help you in your projects.

We look forward to sharing this valuable information with all respondents, and count on your participation.

We thank you for your contribution and look forward to the results!

The Alpha Team

Contact Details - Person in charge of review

Please share with us the contact details of the person we may send the pdf-version for your review to.
Country
After filling this questionnaire, would you like to receive a pdf-version of your answers prior to your final submission to review the integrity of your responses?

Current Offering & Perception of Demand

Do you offer services around any of these functions? If yes, which ones ? Please select only the functions that apply. For other, please specify.

Execution / Dealing

What do you offer around Execution / Dealing services and where/when do you see a strong future demand from your clients? Please answer to those functions that apply and choose N/A if not applicable. If other services apply, please specify in the following question.


Currently offered
Client demand in the next 2-3 years
Client demand in >3 years
N/A
Trading & Execution Desk
Trading & Execution *
Hedging & FX Facilities
Hedging & FX Facilities *
Fund Trading
Fund Trading *
Other
Other *

Middle Office

What do you offer around Middle Office services and where/when do you see a strong future demand from your clients? Please answer to those functions that apply and choose N/A if not applicable. If other services apply, please specify in the following question.


Currently offered
Client demand in the next 2-3 years
Client demand in >3 years
N/A
Trade Support
Trade Support *
Derivatives Processing
Derivatives Processing *
Collateral Management
Collateral Management *
Cash Management
Cash Management *
IBOR / Position Keeping
IBOR / Position Keeping *
Corporate Actions
Corporate Actions *
Reconciliations
Reconciliations *
Other
Other *

Risk & Compliance

What do you offer around Risk & Compliance services and where/when do you see a strong future demand from your clients? Please answer to those functions that apply and choose N/A if not applicable. If other services apply, please specify in the following question.


Currently offered
Client demand in the next 2-3 years
Client demand in >3 years
N/A
Pre-trade Compliance
Pre-trade Compliance *
Post-trade Compliance
Post-trade Compliance *
Market Risk Management
Market Risk Management *
Other
Other *

Fund Structuring & Distribution Support

What do you offer around Fund Structuring & Distribution Support services and where/when do you see a strong future demand from your clients? Please answer to those functions that apply and choose N/A if not applicable. If other services apply, please specify in the following question.


Currently offered
Client demand in the next 2-3 years
Client demand in >3 years
N/A
Cross Border Distribution Support
Cross Border Distribution Support *
Fund Structuring Support
Fund Structuring Support *
Platform Registration & Listing
Platform Registration & Listing *
Sales
Sales *
Other
Other *

Fund Administration & Accounting

What do you offer around Fund Administration & Accounting services and where/when do you see a strong future demand from your clients? Please answer to those functions that apply and choose N/A if not applicable. If other services apply, please specify in the following question.


Currently offered
Client demand in the next 2-3 years
Client demand in >3 years
N/A
NAV Calculation
NAV Calculation *
Global Tax Services
Global Tax Services *
Compliance Services
Compliance Services *
Expense Budgeting
Expense Budgeting *
Regulatory & Board Meeting Tasks
Regulatory & Board Meeting Tasks *
General Consulting Services
General Consulting Services *
Other
Other *

Reporting

What do you offer around Reporting services and where/when do you see a strong future demand from your clients? Please answer to those functions that apply and choose N/A if not applicable. If other services apply, please specify in the following question.


Currently offered
Client demand in the next 2-3 years
Client demand in >3 years
N/A
Regulatory Reporting (Annual Report)
Regulatory Reporting (Annual Report) *
Performance & Statistical Reporting
Performance & Statistical Reporting *
Financial Reporting
Financial Reporting *
Factsheets
Factsheets *
KIID
KIID *
Investor Reporting
Investor Reporting *
Trade Cost Reporting
Trade Cost Reporting *
Exchange Reporting
Exchange Reporting *
ESG Reporting
ESG Reporting *
Other
Other *

Transfer Agency

What do you offer around Transfer Agency services and where/when do you see a strong future demand from your clients? Please answer to those functions that apply and choose N/A if not applicable. If other services apply, please specify in the following question.


Currently offered
Client demand in the next 2-3 years
Client demand in >3 years
N/A
NAV Publication
NAV Publication *
Client Onboarding
Client Onboarding *
Share Class Hedging
Share Class Hedging *
Client Mailing
Client Mailing *
Other
Other *

Technology

What do you offer around Technology services and where/when do you see a strong future demand from your clients? Please answer to those functions that apply and choose N/A if not applicable. If other services apply, please specify in the following question.


Currently offered
Client demand in the next 2-3 years
Client demand in >3 years
N/A
Front-to-Middle Software Platform
Front-to-Middle Software Platform *
Data Centres
Data Centres *
IT Infrastructure
IT Infrastructure *
Desktops Management
Desktops Management Support *
Application Development
Application Development *
IT Support
IT Support *
IT Security
IT Security *
Other
Other *

Data

What do you offer around Data services and where/when do you see a strong future demand from your clients? Please answer to those functions that apply and choose N/A if not applicable. If other services apply, please specify in the following question.


Currently offered
Client demand in the next 2-3 years
Client demand in >3 years
N/A
Data-as-a-Service (e.g. data consolidation, cleansing, enrichment, etc.)
Data-as-a-Service (e.g. data consolidation, cleansing, enrichment, etc.) *
Market Data Provision
Market Data Provision *
Pricing Data Provision
Pricing Data Provision *
Static Data Provision
Static Data Provision *
Data Cleansing
Data Cleansing *
Data Enrichment
Data Enrichment *
Data Aggregation
Data Aggregation *
ESG Scoring
ESG Scoring *
Other
Other *

From your standpoint, what are the most important elements that a client is considering when selecting an outsourcing provider (max. 5)? For other, please specify.
In which services will you be investing the most in the near future (max. 5)? For other, please specify.
What type of services do you expect your competitors to develop in the near future (max 5)? For other, please specify.
What do you think could be improved in your current offering (max. 5)? For other, please specify.