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A practical guide to outsourcing partnerships

There is a growing trend among investment managers to outsource functions that extend beyond traditional custody and fund accounting into middle office operations. And outsourcing providers, like RBC Dexia, are keeping pace – with a broad range of capabilities complemented by a highly collaborative approach.

June 2009

There is a growing trend among investment managers to outsource functions that extend beyond traditional custody and fund accounting into middle office operations. And outsourcing providers, like RBC Dexia, are keeping pace – with a broad range of capabilities complemented by a highly collaborative approach.

But where to begin? In this step-by-step guide, London-based Kingston Smith Consulting LLP explores 11 key topics to consider when making the decision to outsource. A practical guide to outsourcing partnerships is a thought-provoking guide that reflects the experience and recommendations of a number of large organisations that have successfully navigated an outsourcing transition.


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Regulatory changes and evolving market practices from UCITS IV to fund distribution can be challenging to monitor. RBC Dexia’s guides can help you navigate through these complexities.
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