Outsourcing Fund Administration – Eight Factors For Success

For investment firms, outsourcing fund administration offers significant benefits in the form of operational efficiency, cost savings, and access to specialised technology and expertise. However, for those outsourcing for the first time or considering a move to a new provider, the process can seem daunting. Here we outline eight criteria for outsourcing success.

For many venture capital (VC) and private equity (PE) firms, outsourcing fund administration for the first time is not only a practical challenge, it's also something of an emotional one. 'Letting go' and entrusting core operations to a third-party service provider requires a shift in mindset. Equally, taking the decision to move to a new provider can also seem like too much of a headache to be worthwhile.