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Outsourcing in Canadian Investment Managers

Product Type: Market Research Report
Published by: IDC
Published: January 2004
Product Code: R104-22821
Description
Financial Insights interviewed 23 investment management to better understand their plans to use outsourcing to support their investment operations. Financial Insights Canada concludes that: y Private wealth managers lead outsourcing adoption. y Investment managers will increasingly exploit outsourcing. y All institutional asset managers, pension funds, and insurance companies interviewed are considering outsourcing in 2004. y Moving the problem is insufficient. "Pension fund firms are currently laggards in the adoption of outsourcing. Of the six pension fund firms we spoke with, only one of these investment managers had outsourced more than one business function." Matt Jarrett, Senior Analyst, Financial Insights Canada.
Table of Contents


Table of Contents


IDC Opinion


In This Study


Situation Overview


Outsourcing Opportunities Exist Across All Trading Phases


Figure: STP deconstructed: three trading phases and their related functions


Outsourcing Adoption varies by type of Firm


Figure: Private wealth managers lead in currently implemented outsourcing


Figure: Firms are considering outsourcing post-trade operations


Future Outlook


FI's Outsource for Competitive Advantage


Investment managers will increasingly exploit outsourcing


Figure: Financial institutions believe outsourcing is important


Figure: Most investment managers are considering outsourcing a business function


Essential Guidance


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Synopsis




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