The decision whether to internally handle mutual funds' back-office administrative tasks, such as fund accounting, transfer agency and communications with shareholders, or hand these tasks over to outside service providers is far from new. The debate continues, however, heatedly in this prolonged market downturn, over whether outsourcing or "insourcing" of routine yet important services provides more efficiencies and cost benefits continues.

Desperately Seeking Returns

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.