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

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


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