Introduction

FSO's 3^rd Annual Asset Management Industry Outsourcing Forum 2007, presented by FSO Knowledge Xchange, is a premier one-day event focused specifically on outsourcing in the global asset management industry. This summit will bring together senior decision makers, leaders and practitioners from the asset management industry and service providers, law firms, regulators and outsourcing enablers in an interactive environment. The FSO Asset Management Industry Outsourcing Forum 2007 will focus on the emerging trends, analysis, executive perspectives and enterprise case studies in the domain of outsourcing. The event will have parallel domain specific tracks and workshops that will be conducted by established thought leaders in the industry.

Specific subject areas to be covered include:

• Executive viewpoints on globalization, sourcing, governance, organizational structures, economies of scale/intimacy, technology and operations as they relate to asset managers
• Trends and analysis in front, middle and back-office outsourcing in the asset management industry
• The emerging prominence of offshoring in the full outsourcing value chain for asset managers
• Total vs. Component Outsourcing in the asset management industry
• Discussion on whether prime broker models fit in asset management outsourcing
• Best practices to address challenges posed by alternative investments and regulations in the asset management industry
• Enterprise case studies that reveal from first-hand experience how asset management firms are leveraging economies of scale by outsourcing front, middle and back office functions to shared service providers
  
• Best practices in creating and monitoring service level agreements to manage outsourcing relationships and agreements in the asset management industry
  
• Best practices at an enterprise level to manage outsourcing risks and compliance, coordination, processes, tools and techniques
  
• Discussion on how global asset managers are stepping up to meet the challenges of evolving products and demands for transparency by clients
  

The goal of the summit is to provide maximum relevant knowledge and action-oriented information to the attendees by creating an optimal interactive environment among the speakers, workshop hosts, attendees and exhibitors. Whether your company is already involved in asset management outsourcing, plans do so in the future or is contemplating options, you will greatly benefit from the FSO Asset Management Industry Outsourcing Annual Forum's valuable sessions, insightful speakers and enlightening case studies.

Who Should Attend the Forum?

The event is targeted towards senior management and practitioners involved in the financial services outsourcing lifecycle in the asset management industry, as well as service providers and enablers [such as law firms] in the outsourcing domain. It is a must-attend conference for all outsourcing decision-makers and implementers in the asset management industry. The summit has specifically been designed for:

• Fund Managers
• Retirement and Pension Fund Advisors
• Investment Managers
• Insurance Companies
• Trade Associations
• Trustees
• Hedge Fund Managers
• Institutional Asset Managers
• Mutual Fund Managers
• Retail Asset Managers
• Chief Outsourcing Officers
• Chief Information Officers
• Chief Operations Officers
• Heads of Legal Departments
• Heads of Compliance Departments
• Directors or Direct Reports of the CIOs and CTOs
• Project Managers of IT and BPO Initiatives and Programs
• Chief Information Security Officers
• Others involved in enterprise-level outsourcing decisions