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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.

June 24, 2022

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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.

April 28, 2022

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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?

April 28, 2021

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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.

December 18, 2020

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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.

May 5, 2020

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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.

November 20, 2017

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Leor Shapiro

Global Head of Capital Intelligence

Ariel Deljanin

Business Consulting