Industry forces are driving investment firms to rethink their approach to operating model design as they strive for diversification, growth and a competitive edge. Establishing partnerships with providers that operate as an extension of a firm’s business – thereby enabling them to craft, adapt and execute an operating model that is built around their current business needs and capabilities – is key.

In this article, Peter Sherriff, Barnaby Edmunds, Liana Mackay and Clayton Issitt discuss the evolution of smartsourcing operating models, striking the optimal balance between internalized and outsourced capabilities, and how modern technology platforms can help investment firms continuously optimize to meet the evolving needs of a growing business.