Asset managers can co-source with confidence
We provide flexible co-sourcing solutions that allow asset managers to retain control over critical functions while leveraging our specialist expertise, infrastructure, and technology to manage operational complexity.
In a co-sourced setting, data privacy and access control become especially critical, particularly when carry holders include C-suite executives. Centralis are at the forefront of designing the appropriate solution for your firm. Assigning access rights on a strict need-to-know basis is essential. A robust control framework – with regularly reviewed and maintained access rights – helps ensure secure and consistent data access for the designated group of users, supporting both operational efficiency and confidentiality.
How to balance control, complexity and confidentiality
The evolving demands of carry and co-investment vehicle administration can present asset managers with a strategic challenge: how to manage increasingly complex structures while maintaining discretion and control.
For many, co-sourcing is the ideal middle ground – offering scalable, technology-enabled operations that reduce internal strain, while safeguarding sensitive data and allowing HR and finance teams to stay closely connected to the process. Asset managers gain the flexibility to adapt their operating model as they grow – without compromising on accuracy, compliance, or confidentiality.
Consideration of outsourced vs co-sourced support models
As vehicle count, capital activity, and investor volume continue to grow, many asset managers transition to a fully outsourced or co-sourced model. Administrators can leverage dedicated technologies – already used for fund entities – to automate key processes from investor onboarding to proceeds distribution. A co-sourced model is sometimes preferred over full outsourcing, as the HR and finance teams may wish to retain certain functions or data access in-house, either for internal reporting purposes or to meet specific stakeholder preferences.
How does a co-sourced arrangement work?
- Tailored Process DesignWe work alongside the C Suite to understand internal reporting requirements and design workflows that align with your specific policies, stakeholder requirements, and reporting needs.
- Technology IntegrationWe work with the manager to understand their data flows, counterparties and technology stack. We look to ensure seamless data sharing and visibility, thereby ensuring that the asset managers can retain key data sets for internal analysis and stakeholder communication.
- Modular ServicesCentralis can manage select functions – such as carry allocation tracking, proceeds distribution calculations, or compliance checks – while your team continues to handle investor communication, governance oversight, or reporting.
- Scalability and ExpertiseAs your fund structures and investor base grow, Centralis provides the scalability and depth of expertise to ensure continuity, accuracy, and control without requiring large internal headcount increases.
- Regulatory Alignment and GovernanceWe ensure co-sourced operations meet regulatory obligations and best practice standards, supporting your governance framework and compliance reviews.