Does Outsourcing Mean I Lose Control?

This edition of our Fiduciary Insights series, Does Outsourcing Mean I Lose Control?, addresses common misconceptions about delegating day‑to‑day investment oversight to an external provider.

Hiring an outside firm to assume the day‑to‑day oversight of investment management may seem to require losing control of the investment function. On the contrary, outsourcing can increase control by enabling fiduciaries to focus on governance, investment policy, and other high‑level issues. The trick is to pick an outsourcer that can adapt to the client’s specific needs for control and information.

The paper explores how effective outsourcing structures can enhance—not diminish—fiduciary control by improving transparency, strengthening governance, and allowing investment committees to focus on their most critical responsibilities.