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Beacon Consulting Group, a strategic and operational consulting firm to the investment management industry, today announced the release of “Opportunities in the Evolving Middle Office” which emphasizes the opportunities for investment managers, technology vendors, and service providers to enhance the quality and efficiency of middle office operations and to improve financial performance.

“Opportunities in the Evolving Middle Office” provides perspective on how the middle office has evolved into a critical component in the investment lifecycle. It examines the opportunities to improve the middle office through in-house operating model initiatives, enhanced technology applications, and outsourcing to service providers. Beacon stresses that investment managers must understand where they are today, where they want to be in the future, and build a strategy and implementation plan around the services and technology options currently available.

“Investment management organizations are missing out on opportunities to improve their financial performance if they are not looking for ways to enhance the quality and efficiency of their middle office operations,” said Keith Totten of Beacon Consulting Group. “The primary focus of the middle office should be to provide investment support, fund support, and client support to complete the overall investment and transaction lifecycle. By defining and validating the primary functions of the middle office, the investment industry is better positioned to realize significant and measurable benefits that an efficient middle office can contribute to their overall success.”

Beacon advises that investment managers need to complete thorough assessments of their middle office environment to understand its strengths, weaknesses, and opportunities. The challenge will be to determine the most suitable path based on well defined business objectives.