Operational Outsourcing

ISC's goal is to provide sensible solutions to the challenges facing the investment management industry.

The Brief

An investment management client had a requirement to outsource internal functions as part of a firm-wide efficiency programme to provide cost savings to shareholders. Each function underpinned a project within the programme; these covered Solvency II Reporting, Accounting, Performance and Risk functions.

Project Scope

The scope of the multi-year project was to re-plumb existing data feeds and processes to the new outsourced platforms, while maintaining the existing BAU responsibilities and quality control. A number of project teams, in which ISC were embedded, operated in multiple locations co-ordinating activity to drive the projects forward.

Our Role & Value

ISC’s extensive role within this project ensured we partnered with the client satisfying their need for experienced project resources. Given the wide and varied experience ISC has within the regulatory/data/operational landscape, our experience and knowledge provided the client an insight into industry standard practice and peer review of the approach. This enabled the client to get best fit solutions while minimising cost and disruption to the BAU functions.

The Outcome

The programme conclusion resulted in the completed outsourcing of not only regulatory reporting but the other important internal functions. This was a pillar in the client’s service rationalisation and cost reduction strategy.

Consultant Reflections

“I have watched the Investment Management industry evolve for almost 40 years now, and the pace of change continues unabated. Change (correctly handled) helps firms to grow, so it is key to make sure that the change management resource you use, is appropriately skilled. I am always struck by the professionalism and expertise of my fellow ISC colleagues, and am proud that our change management delivery track record in the industry is second to none”

Simon Harris
Investment Solutions Consultants

ESMA MiFID II Suitability Requirements Around Sustainability

ESMA has published its final report guidelines on selected aspects of the MiFID II suitability requirements, including specifically around


Investment Solutions Consultants (ISC) Ltd and FundSense are delighted to announce the launch of AVIATe

Investment Solutions Consultants (ISC) Ltd and FundSense are delighted to announce the launch of AVIATe, the first automated solution to the challenge of compiling annual Value Assessments for UK Retail


ISC partners with Fencore on Data Management Solutions

We are pleased to announce that ISC (Investment Solutions Consultants), a digital transformation consultancy, and Fencore, a data management software provider, are partnering to propel investment managers forward in their data management


ISC Regulatory Change Forum June 2022

Thank you to @Jonathan Boswell and @Simon Haque for hosting a very informative Regulatory Change forum last month and thank you to those who attended we hope you found this useful and interesting


Should the maintenance of legacy technology come before the implementation of new technology?

Obviously the legacy technology came first but should the maintenance of legacy technology come before the implementation of new technology


Is Change managed effectively by the industry?

A 1.6% failure rate seems very low. I have no evidence but… maybe if the Regulator asks what your failure rate is you underplay it


Definition of Change Management

The FCA’s Implementing Technology Change uses a definition of Change Management which sounds a lot like ‘standard’ Project Management


Change Forum – June 2022

On Wednesday we hosted our Change Forum with our Change Collective partners


Delivering Change

Delivering Change with reliance on a third party is fraught with risk, both parties speak in different corporate languages, they may talk of partnership


ESMA requirement to create a process for selecting consolidated tape providers

MiFID II/MiFIR proposed the idea of putting Consolidated Tape (CT) providers into place, platforms which would provide consolidated data on prices and

We listen to your needs

We listen to your needs

We understand your problem

We understand your challenges

We suggest a solution

We provide solutions

We help with implementation

We help with implementation

Contact us to find out more

ISC is all about helping our clients be successful. Clients receive a personal relationship with our talented and pragmatic consultants, whose goal is to help them achieve success.