Outsourcing Solutions - Executive Summary

Jon Chandler

Director, Research

Jon Chandler has 20 years of experience in the financial services industry. Prior to joining Cutter Associates in 2014, Jon was a senior business analyst for State Street Global Advisors (SSGA), where he was involved in a number of projects for the front and middle office, including UAT design and execution for an order management system (Fidessa IMS), the implementation of a web-based due diligence platform (FundInsight), and an enterprise solution to support blended benchmarks. Prior to his project roles, Jon was a principal in fixed income trade operations at SSGA. He has extensive experience with post-trade operations and applications, such as OASYS/CTM, PORTIA, MBSExpert, and FailStation. Jon earned a bachelor of arts in history from the University of Florida and an MBA from Northeastern University.

Recent research assignments and publications include the following:

Alternative Investment Systems
Cutter Benchmarking: Alternative Investments
Cutter Benchmarking: Derivatives and Collateral Management
Cutter Benchmarking: Investment Risk
Cutter Benchmarking: Performance Measurement and Attribution
Derivatives and Collateral Management Solutions
Execution Management Systems
Managed Data Services
Order Management Systems
Outsourcing Solutions
Performance Measurement and Attribution Systems
Portfolio Analytics Solutions
Private Debt
Risk Management Systems
The Evolving Front Office Support Model

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Jan 03, 2022

The next decade will bring significant changes to our industry, and many investment firms' operating models will require transformation in order for these firms to adapt to those changes. Outsourcing is one option.

But it's a controversial topic whose benefits and risks are not always well understood. Good planning and a clear vision are keys to success. And while the objective of outsourcing should be to quickly solve today's problems, those decisions also must be directionally consistent with where you want your firm to arrive at tomorrow. Although more partner choices are available today, selecting the right partner is not a decision you want to get wrong. Cutter's report on outsourcing solutions provides an overview of some of the leading providers and the services they offer, as well as insights into the drivers and other considerations for outsourcing.

As a Cutter member, the full report and related content are available to you.

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