Outsourcing

Fund 1
MC Advisory CSR offers services in Business Process Outsourcing (BPO) and Business Process Automation (BPA) aimed at banks, securities brokerage firms, and financial consulting firms, supporting them in the design, implementation, and management of services for their clients.

The integration of specialized expertise and technological solutions makes it possible to automate the processes of profiling, portfolio analysis, recommendation generation, and reporting, thereby improving their efficiency, quality, and control.

The services provided allow clients to delegate certain activities to MCSR, thereby benefiting from MCSR’s expertise and technologies in the field of asset management:

 

Organizational Structure :

  • Independent Opinion on the Operational Processes of Advisory and Asset Management Services
  • Gap Analysis
  • Definition of the Strategic Plan and the Business Project
  • Integration of Activities into the Bank's Governance Structure

Administrative and Operational BPO :

  • collection, standardization, and reconciliation of financial and ESG data;
  • Uploading and maintaining master data for funds, instruments, clients, and portfolios;
  • data entry and formal verification of document completeness;
  • technical preparation of periodic reports based on templates approved by the client;
  • preparation of regulatory files, tables, and attachments;
  • mechanical calculation of metrics, KPIs, exposures, and aggregates;
  • Portfolio due diligence (financial and ESG) for current or potential clients;
  • Definition of Investable Universes by Target Market
  • database administration and interfaces with customers and suppliers (custodians, transfer agents, or data providers).

BPA and RegTech :

  • automated engines for verifying the completeness of MiFID questionnaires;
  • consistency checks between the customer's responses;
  • Ongoing assessment of the adequacy and level of diversification of client portfolios;
  • ex ante and ex post checks based on rules established by the operator;
  • automatic generation of alerts;
  • technical generation of draft adequacy reports;
  • automatic classification of products according to rules established by the customer;
  • monitoring of ESG thresholds, PAI, taxonomy, or internal limits;
  • calculation of risk and return metrics;
  • simulations and “what-if” analyses;
  • tools for building generic portfolios or models;
  • Customized reporting
  • Reporting to the Board of Directors and the Sustainability Committee

Support and Training:

  • Staff Training
  • Network Support for Fund Placement
  • Sales Support for Private Clients

Fact Sheet – BPO/BPA Services

For more information, please contact us:

Contact Information for Outsourced Services