The New Gatekeepers: Winning Business Models for Investments Outsourcing

Abstract: This report defines and explains the rise of investments outsourcing – the practice of delegating part or all of a portfolio to third-party, multi-asset specialists – among U.S. institutional
investors. The study presents key findings from a Casey Quirk survey of more than 20 of America’s largest investments outsourcing vendors.

Some of the issues discussed include:

  • Sizing the investment outsourcing trend by number, type and size of U.S. investors
  • Identifying institutional investors most likely to outsource investment portfolios
  • Comparing various business models in investments outsourcing
  • Outlining key success factors in the investments outsourcing business
  • Explaining how asset managers can benefit from the trend

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