Olmstead Blog

Sara Cheng

Recent Posts

Aging Op Models: Don’t Let Yours Become Obsolete

Posted by Sara Cheng

An operating model that once worked brilliantly ten or even five years ago may no longer be producing the best results for your organization today. As the asset management environment changes over time -- more complexity in asset and transaction types, cost pressures, regulatory changes -- the op model must continue to evolve. Moreover, the pandemic underscored that change doesn’t always come with an advance warning. The status quo can shift in an instant, and last year served as a test of the vitality of firms’ op models, exposing and exacerbating preexisting weaknesses.

It may seem that it’s never the right time for a review; firms today are knee-deep in the daily grind. But now that the pandemic’s dust has finally begun settling, it’s time to dig out in order to spend some time today to benefit tomorrow…and prepare for whatever may be next. So here we’re exploring 4 key triggers to initiate an operating model review.

Data Management – the 4th wave of outsourcing

Posted by Sara Cheng

The latest evolution of front-to-back outsourcing is here: A new solution to the age-old problem of data management. These offerings bring a critical new class of service to front-to-back offerings and will certainly raise the bar; the service provider will assume accountability and must get it right.

  • Will service providers realize the same level of success when extending their data capabilities to clients?
  • Where will the lines be drawn between the provider and the manager, what infrastructure needs to stay behind?

Only time will tell the answer to these questions, but while this evolving service model seems poised for success in solving the “data left at the doorstep” dilemma, the devil lies in the details of execution.

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