Why you should consider
a new model for running your business
Fund managers in this day and age face a range of hurdles from increased manager due diligence, falling
fees to increased requirements for institutional processes and systems.
Then there is the small matter of getting their fund performance back in line after a rough start to the year.
All of these issues cost money and time to get under control. For a small to medium sized manager that
does not have the management fee revenue to hire the relevant staff, this can be a hard burden to bear.
At the same time managers are reluctant to outsource some of these core activities as they want the
ability to draw on the staff at any time they require, whether that is to run a new report for them or to do
some bespoke reporting for a client. There is a natural fear of outsourcing.
However, there are alternatives to the outsource model chief; amongst these would be the Co-Sourcing
model that Equinoxe employees use and have a number of active clients utilising.
In this model the client is in full control over the services and activities that they wish to no longer do inhouse thus freeing up resources to concentrate on the value added activities. As this is a full partnership
model, Equinoxe then sits with the client and agrees a headcount requirement for these activities.
Depending on the level of activity an FTE or several FTE will be allocated and dedicated to the client.
These FTE resources work exclusively for the client and the benefits of the model are:
 Cost effective solution
 Fully trained, experienced dedicated team
 Scalability that matches the clients’ requirements whether that be growth or step back
 Usage of dedicated systems for middle office servicing
 No standard product but rather fully bespoke tailored service for the client.
 Continuity of staffing
 Less time spent on non-core support activities including HR, Payroll supporting these teams.
The activities that Equinoxe performs for clients are wide and varied but examples presently provided
include:
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Full settlement work for a pension fund across all their asset classes
Managed account full servicing for a client including, daily P&L, settlement, Collateral
management
Loan middle office ensuring cash settlement services and reconciliation across multiple structures
Performance measurement reporting
Payroll services
Management company services
Each of these activities is performed by experienced staff working in an efficient and effective manner in a
near shore environment. Clients, if they wish can also make use of the Equinoxe global footprint across
multiple offices allowing where required a follow the sun offering without having to set up multiple offices.
With offices in each major timezone Equinoxe is able to deliver exceptional servicing and time zone
benefits that clients cannot achieve themselves, this combined with fixing the limitations of the outsource
model means clients can develop a whole new operating model to deliver around their business.