Proven Methodology

Approach to Due Diligence

Outsourcing is one of the most major operational transformations an asset manager can undertake, reducing risk, improving efficiency, and achieving a streamlined global operating model. It’s also a multi-year program that requires a deep understanding of the asset manager’s needs and how prospective partners’ solutions align to meet those needs.

Similarly, technology replacement can modernize your firm and allow for capabilities that previously were not possible. Carefully validating that the new platform will meet your needs is critical.

Olmstead executes our proven methodology for our clients’ partner searches, which has been crafted to ensure success.

asset manager service provider or vendor partner selection approach visual