Do’s and Don’ts of Outsourcing: Asset Servicing Edition

February 8, 2012
Tom Steinert-Threlkeld

Thinking of outsourcing administration of an investment fund?  

Take a lesson or two from Blake Darcy.  

The progenitor of the DLJ Direct online brokerage a couple years back was trying to import the principles of value investing propounded by Columbia University adjunct professor Joel Greenblatt in “The Little Book That Beats the Market" into two domestic and two international no-load stock funds being established by Gotham Asset Management.   

Here’s what Darcy learned about outsourcing the administration behind the management of mutual funds.

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