The Next Chapter of “Outsourcing”

From “In Lieu Of” to Necessary for Next Generation Operating Efficiencies

A relatively new phenomenon, what is commonly referred to as “outsourcing,” has matured and evolved so materially that many of these solutions are now seen as productivity tools for large institutions, rather than just substitutions for emerging managers.

The $50 Billion Question

Strategic Share Class Construction for the Next Decade

Share class construction is a timely topic of discussion with clients and their partners. In The $50 Billion Question, we take a deep dive into the materiality of fund fees. They’re misunderstood, don't need to be a zero sum game, and are critical for building enduring organizations and durable relationships.

Better Best Practices

Common Sense Communications in the Age of Social Media

Jefferies Capital Intelligence team has received numerous questions on how to adapt and upgrade communication strategies in the era of social media. We dig into how to tell, control and correct a story in 2021. With so many voices – how are managers managing their narratives?

Better Best Practices

ODD: Optimized, Dedicated, and Deliberate

Nearly every aspect of conducting business has been called into question this year, and the Better Best Practices series aimed to uncover and detail the actionable protocols and procedures that have evolved. We are providing data and anecdotes observed across the industry to better inform our clients how Operational Due Diligence has changed.

Building Agile Organizations

Outsourcing for Institutions

The Covid-19 pandemic is prompting every organization to reassess assumptions about work, productivity and efficiency.

The Case For Outsourcing

COVID-19 Reflections & Future Implications

As the financial services industry adapts to working remotely and tests business continuity, Outsourced Services and Providers have supported firms through this transition. Across the spectrum from new launches to established managers, we saw the majority of funds migrate to a remote set-up by mid March 2020. Below are our insights from clients, service providers and allocators on how firms are leveraging Outsourced Services and Solutions.

Spotlight on Operational Due Diligence

This piece covers what’s top of mind for the ODD community heading into 2020. Allocators are devoting time to look into managers' strategies around ESG, outsourcing, human capital considerations, compliance, and product diversification.

The New ODD – Operational & Data Diligence

Considerations for Allocators and Managers

The New ODD explores some of the implications for the due diligence process given the considerable rise in developing data strategies in recent years – and the related regulation and governance issues.

MIFID II

Unintended Consequences

This publication explores the implications of one of the broadest and farthest-reaching European regulations in recent memory – looking across market structures and participants to better understand how these rules may work in practice.