Asset Management Industry Outsourcing Roundtable, presented by FSO Knowledge Xchange, is a premier roundtable focused specifically on outsourcing in the global asset management industry. This event will bring together senior decision makers, leaders and practitioners from the asset management industry and law firms as well as, service providers, regulators and outsourcing enablers in a very interactive environment. FSO Asset Management Industry Outsourcing Roundtable will focus on the emerging trends, analysis, executive perspectives and enterprise case studies in outsourcing.

Specific subject areas to be covered at the roundtable include:

• Executive viewpoints on globalization, sourcing, governance, organizational structures, economies of scale/intimacy, technology and operations as they relate to asset managers.
• The emerging prominent role of offshoring in the full outsourcing value chain for asset managers
• Total vs. Component Outsourcing in the asset management industry
• 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

The event aims to provide maximum relevant knowledge and action-oriented information to the attendees by creating an optimal interactive environment for the speakers, workshop hosts and attendees. Whether your company is already involved in asset management outsourcing, plans to do so in the future or is contemplating options, you will greatly benefit from FSO’s Asset Management Industry Outsourcing event’s valuable sessions and peers’ participation.

WHO SHOULD ATTEND THE ROUNDTABLE?

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

• Fund Managers
• Retirement and Pension Fund Advisors
• Investment Managers
• Insurance Companies
• Trustees
• Hedge Fund Managers
• Institutional Asset Managers
• Mutual Fund Managers
• Retail Asset Managers
• Chief Outsourcing Officers
• Chief Information Officers
• Chief Operations Officers
• Head of Legal Department
• Head of Compliance Department
• Directors or Direct Reports of the CIOs and CTOs
• Project Managers of IT and BPO Initiatives and Programs
• Chief Information Security Officers