Asset Management firms, much like other enterprises, are increasingly relying on third-party service providers to streamline operations and reduce costs. While this outsourcing trend enhances …
Continue reading “5 Fundamentals of Service Provider Risk Analysis”
Columbus, GA – August 23, 2023: Delta Data, a Terminus Capital Partners company and trusted provider of pooled asset and mutual fund software solutions, proudly …
Enterprises today are increasingly outsourcing elements of their critical operations to third-party service providers to enhance their efficiency and reduce operational costs. However, that also …
Continue reading “Vendor Risk Management: Best Practices and Future Trends”
The vendor risk landscape is rapidly evolving, and fostering third-party partnerships can expose organizations to any one of the following risks: Operational Financial Political …
Continue reading “Enhancing Third-party Due Diligence Through Best Practices”
In today’s interdependent marketplace, it’s up to fund families to evaluate the compliance controls of their various vendors and service providers. Taking into account …
Continue reading “The Importance of Audit Reports to Mutual Fund Service Provider Oversight”
David Parks Executive Director Asset Management Advisory Ernst & Young Michael Gentile Senior Manager Financial Services Ernst & Young How …
Continue reading “Ernst & Young Webinar: Third-Party Reporting on Internal Controls”