Unlocking the Benefits of Insourcing Investor Lifecycle Management

The investment management industry faces difficult challenges owing to margin pressures, high
interest rates, increasing inflation and weak performance across most asset classes, prompting concerns about revenue drops tied to Assets Under Management (AUM) fees.

To stay competitive, firms must provide seamless digital experiences during investor onboarding. Firms can choose between outsourcing to managed service providers or insourcing with industry-leading technology providers.

Download Fenergo’s whitepaper to discover the challenges with outsourcing investor relationships including data security and control, regulatory compliance and cost effectiveness over time, and the benefits of partnering with a technology provider.