埃森哲咨询方法论课件.ppt

Table of Contents;Background and Objectives;Dynamic Forces are Driving Changes in the Organizational Relationships and Role of the Transfer Agent;Transfer Agency Role within the Mutual Fund Marketplace;Transfer Agency Trends;Objectives;Project Approach and Timing;Principles;Critical Success Factors;Approximately 60 Days;Requirements Definition;The steps (continued): Inventory the firm’s infrastructure capabilities - In order to make an effective assessment of alternatives, including complete insourcing of transfer agency services, it will be important to understand Company A’s infrastructure,