The COVID-19 pandemic has brought Business Process Outsourcing (“BPO”) to the forefront. Global funds desire to run leaner and are looking to their partners to outsource some of their operations to relieve operational burdens they are facing. Currently, we are witnessing an increasing trend of managers outsourcing post-trade functions.

In delivering customized outsourcing needs to our clients, we recognized the need to build our offering to service more than just Hedge Funds. Hedge Funds are well-accustomed to outsourcing, progressively confident with this proven model, while Private Equity & Real Assets are still predominantly insourced. However, we have begun to see this shift and with the pandemic’s ongoing effects, we expect firms of all sizes to re-align priorities and leverage a BPO partner.

A partner you can rely on

MUFG Investor Services is a leading investor services provider with a diversified product suite, offering solutions delivered by a well-rounded team. Our BPO offering complements and seamlessly integrates with your existing operations by providing a dedicated offsite team of professionals with deep industry knowledge who function as an extension of your team while delivering additional bandwidth.

We currently offer outsourced services to:

• Hedge Funds and Asset Managers
• Fund of Hedge Funds
• Private Equity and Real Asset

Benefits of in-house FinTech

Our proprietary middleware platform, Circle, offers a middle office solution for post-trade execution processing which serves as the portal to your portfolio. Circle creates an ecosystem that allows us to ingest trade details, create instructional workflows, match trades, send SWIFT messaging via our proprietary automatic payments system and so much more. With our own internal DevOps teams, we are constantly making upgrades to our platform to improve both aesthetics and functionality.

Offering snapshot

• Technology to facilitate full post-execution trade lifecycle and position mangement
• Reconciliations
• Staffing solutions where you’re experiencing high turnover
• Security Master File maintenance

Allow us to free up valuable in-house resources, so that you may stay focused on your investment objectives. It’s that simple. Contact [email protected] to add additional bandwidth to your team today.

Past insights along our BPO journey:  

Press release, February 2018 

Rise of BPO for asset management and hedge funds, May 2018 

Five Questions to Help Manage and Maximize BPO in a Crisis and Beyond, August 2020 

To Prepare for a Crisis, Diversify Your Business, January 2021 

Lessons in Business Continuity and Adapting to Permanent Change, February 2021