What Investment Firms / Portfolio Administrators need to look for while Outsourcing their Managed Funds’ Services

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So much has happened in the past few years that business can be divided into pre pandemic and post pandemic; also, changes in Automation technology have brought about an uncertainty that is challenging to navigate. The FUM and the Portfolios governed by the companies, in today’s world, are an open wound to catastrophic political and judicial changes around the world. Several start-ups bit the dust and some others managed to stay afloat, while very few were operationally profitable. This makes for a strange dynamic that we are all, even now, struggling to cope with.

Key Challenges Faced by Fund Managers & Portfolio Administrators

Financial Advisors continue to face a multitude of challenges that impact their operations and overall business landscape. 

  • A key challenge is the constantly evolving regulatory environment. Governments worldwide constantly update financial reporting and tax regulations, making compliance a complex task for investment firms. Staying updated with these changes and implementing them within their systems requires substantial resources and expertise.
  • Keeping pace with rapidly advancing technology is seemingly tiring, too. Even with the rise of automation on one hand, companies still require advisors to adapt their skill sets and embrace new tools and software.
  • Attracting and retaining top talent remains a persistent challenge…and, the demand for skilled experts often overpowers the supply.
  • Since most of the Managed Fund Administration (Unit Registry Services) processes are time-bound, it is challenging for companies to close trades before the cut-off time.
  • The business rules from Fund Managers (FMs) for Managed Fund Administration are not unique for each other’s, it is difficult to remember the unique process for each FM for completing the task before the cut-off time

Furthermore, an ineffective setup may hamper growth and productivity. These may cost your company in the long run. 

Considering the key challenges above, a company may benefit greatly from Outsourcing their Portfolio Management Services, Managed Fund Administration to experts. The multiple levels of decision making involved in selecting an Outsourcing partner varies with each organisation. Even so, there are a few key parameters that a company needs to keep in mind when making an Offshoring partner choice.

Some useful questions to ask while considering Outsourcing for your Portfolio Management Services: 

  1. Does your Offshoring Partner have industrial knowledge and domain expertise?
  2. Is your Offshoring Partner available round-the-clock?
  3. How much could you save through Outsourcing?
  4. How well-equipped is your Offshoring partner to understand the constantly evolving regulatory environment?
  5. How effective is their strategy against the real-world work environment?
  6. What are the available control mechanisms to mitigate potential financial risks?

Seldom is the case that an offshoring partner provides great expertise with keen attention to detail at an affordable price with utmost quality. At Sundaram Business Services, we offer you that.

Below are the ways in which Outsourcing to Sundaram can help benefit your business : 

We have the know-how : Expertise and Specialization

Sundaram has a team of experienced professionals who specialise in investment portfolio management and Managed Fund Administration. By outsourcing to Sundaram, you will gain access to a wealth of financial wisdom. We stay abreast of market trends, financial regulations, and investment strategies - enabling us to optimise portfolios and maximise returns. Our specialised knowledge helps mitigate risks and enhance overall investment performance.

Be on time, always. With our :

Real-time Trade Reporting

Real-time trade reporting is a critical component of modern financial markets. Given that our resources are at work around the clock, simultaneous dissemination of trade information can be carried out without hassle. It aids market integrity, enables better surveillance (data security), and enables participants to make informed business decisions.

Time Zone Advantage

Situated behind the Australian timezone is ideal to Buy/Sell trades just around the cut-off time. Leverage the advantage of extended trading hours, and ensure that no opportunity is missed, as we continue monitoring and executing trades collaterally. This allows for faster booking/settlement of trades as we are better positioned to handle post-trade processes such as confirmation and reconciliation more efficiently. 

We meet your governance and security requirements : 

Compliance and Regulatory Support

Compliance with financial regulations is a critical aspect of investment portfolio management, Managed Fund Administration. We have a robust regulatory framework to ensure that you face zero legal hassles.

Data Integrity and Adherence to Australian Privacy Laws

We are fully equipped to handle Anti Money Laundering and Know Your Customer processes including Due Diligence Checks. In this context, we maintain data integrity ensuring that the customer information collected and processed is complete, accurate, and up to date. You can be confident in our adherence to privacy laws. We have undertaken all security measures to safeguard data and provide transparency about data practices.

Customer Data Maintenance

By implementing robust data maintenance and information security practices, we at Sundaram, ensure the accuracy, security, and privacy of customer data. Effective customer data maintenance supports informed decision-making, enables personalised client experiences, and strengthens overall operational efficiency and regulatory compliance. 

We get your special needs. And, we are tested! :  

Elaborate Process Study 

By conducting an elaborate process study when outsourcing Portfolio administration or Managed Fund Administration services to Sundaram Business Services, companies can ensure a seamless and efficient transition while capitalising on the expertise and capabilities of their outsourcing partner. This process study encompasses initial assessment, due diligence,  peak time staffing assessments , data migration, portfolio analysis, risk management, performance monitoring, and ongoing collaboration.

Customised Solutions

We provide bespoke solutions tailored to your specific requirements. We understand the unique needs of your business - your investment goals, risk tolerance, and financial objectives. We work closely with you to construct portfolios and come up with unique solutions that we ensure are in line with your growth objective.

Post-deployment User Acceptance Testing 

Post-deployment UAT plays a significant role in outsourcing investment portfolio management by validating solution functionality, identifying issues, ensuring compliance and security, testing integration, facilitating training, and refining business processes. It serves as a critical quality assurance step to ensure that the outsourced solution meets the client's requirements and functions optimally in managing their investment portfolios. At Sundaram, a complete stage-by-stage user acceptance testing is made during database release. You can be assured that our solutions are not mere concepts and function well in an actual work environment.

We can accommodate your growth : 

Scalability

As companies grow and evolve, the businesses may want to accommodate more personnel who deal with changes. Outsourcing to Sundaram Business Services can help accommodate your needs providing greater flexibility to help you scale your business seamlessly.

We offer robust risk control:

Robust Disaster Management and Business Continuity

We have adequate Business Continuity systems in place in case of system failures, natural disasters or other unforeseen events. Your customer data is safeguarded by regular backups, offsite storage, and a detailed recovery plan. We have an alternative site, functioning out of Mumbai, which is India’s finance hub that helps us to be unstoppable even during calamities.

Enhanced Risk Management

Effective risk management is crucial in investment portfolio management. Sundaram Business Services employs robust risk assessment methodologies to identify, analyse, and mitigate potential risks. Our expertise in portfolio diversification and asset allocation helps minimise exposure to market volatility. By outsourcing to Sundaram, midsize corporates benefit from a comprehensive risk management framework, ensuring a more secure and stable investment portfolio.

With all the requirements met, you will still be able to afford us at a reasonable price.

Cost Efficiency

Sundaram Business Services, with 9.09 Trillion Australian Dollars under its umbrella, boasts of a 70% market share in Oz. Wild enough, we also happen to be the most cost-effective of the high quality solution providers. Managing an investment portfolio in-house can be cumbersome and requires investing in personnel and technology; given the low cost of living in India, we are able to provide top-notch services at a very competitive pricing. This frees up your time and resources to focus on other critical aspects of business; driving overall efficiency and profitability.

Our Services 

Our Portfolio Management Services span across a wide spectrum of platform administration services and fund administration services. Our platform support include: Client On-boarding, Corporate Actions to include Dividend Reinvestment Plan, Materialize Company Announcements (Merger, De-Merger, Rights , etc.), Portfolio Rebuilds & Reconstruction, Price & Market Value updates, Portfolio administration and reconciliation, and Year-End tax support & Data Validation Checks.

Our fund services include: Registry management (Onboarding new clients  with AML/KYC validation and  user data maintenance for existing account holders), Buy/Sell Trades booking in customer database, Net Asset Value (NAV) update and transaction unitisation, cash flow and outflow reporting, Distribution runs, Rebates, transaction and periodic statements, and Reconciliation.

We have over 13 years of domain experience serving Australia’s leading Fintech company to create business efficiencies and grow their clientele by four times. We are optimistic that we can enable you to do the same by forging an effective business relationship that grows in strength and profit over time. 


Sundaram Business Services is a business process outsourcing company with offices in Australia, India and the UK. With over 20 years’ experience in the Australian market in providing outsourced teams to Australian businesses across Accountancy, Portfolio Management, Self-Managed Super Funds, and Mortgage Broker support, our business becomes an extension of yours.

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