Dbriefs Webcast

Rightsourcing operations: A balanced approach to driving profitability

Investment Management

July 16 | 2 p.m. ET

Host: Joseph Fisher, partner, Deloitte & Touche LLP
1 Overview CPE credit | Specialized Knowledge

As the investment management industry continues to evolve, firms are looking to determine the right mix of insourcing and outsourcing of operations to adapt to changing marketplace dynamics. What are key considerations for rightsourcing, and what approaches are leading firms taking? We'll discuss:

  • Rising fee pressures on investment managers.
  • Reducing costs at the manager level without affecting the control environment.
  • Best practices employed by industry leaders to drive increased profitability.

Participants will gain a deeper understanding of rightsourcing options available for investment managers to remain competitive.

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Adam Berman

Adam Berman

Partner | Deloitte Risk and Financial Advisory

Adam is a partner and the Assurance practice leader for Deloitte Risk and Financial Advisory within Deloitte & Touche LLP. Adam was formerly the co-leader for the Third-Party Assurance national practi... More