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US Market Survey : Outsourcing & Oversight

May 2014

Milestone Group has long recognized that organizations outsourcing their fund accounting are coming under increased pressure to deliver greater efficiency in their oversight operations. Although outsourced, the tension of scale, quality and cost continues to apply to operational oversight.

Milestone Group contacted a group of US based asset management firms that currently outsource their fund accounting operations to discuss and validate our assertions and observations.

The report provides a walk-through of the survey conducted, along with further analysis of the statistical data.