ASSET SERVICERS
Building stronger asset
servicing businesses.
ORC works with custodians, fund administrators and other asset servicing organizations to strengthen operating models, develop propositions and respond to the evolving needs of institutional investors and asset managers.
How We Support Asset Servicers
Advice informed by institutional experience.
ORC brings a distinct perspective to asset servicing advisory.
Our work across institutional investors, asset managers, custodians and fund administrators gives us insight into both what clients expect and how leading providers design and deliver their services.
Our Capabilities
Asset Servicer Solutions
Supporting asset servicing organizations as they develop their operating models, strengthen client propositions and position their businesses for growth.
01
Operating Model Advisory
Independent review and enhancement of operating models across people, processes, technology, governance, controls and service delivery.
ORC helps asset servicers assess whether their current model is efficient, resilient and scalable, identify gaps or unnecessary complexity, and define a practical target state aligned with business strategy and institutional client expectations.
Our support can range from focused reviews of individual functions through to broader operating model transformation, including governance, roles and responsibilities, process redesign, technology enablement and third-party oversight.
02
Proposition Development
Supporting asset servicers as they develop, refine and position custody, fund administration and related propositions for institutional clients.
ORC brings a practical understanding of buyer expectations, market practice and competitive dynamics to help providers shape propositions that are commercially credible and operationally deliverable. This can include reviewing service scope, operating model implications, client experience, governance, technology, pricing assumptions and RFP responses, as well as helping ensure new or evolving propositions are aligned with the needs of target clients and supported by the right underlying capabilities.
Our Perspective
We understand both sides of an asset servicing relationship.
Our advisory work is informed by extensive experience supporting the organizations that appoint and oversee asset servicers, as well as the providers delivering those services. This provides ORC with a practical understanding of institutional client expectations, operating challenges and the characteristics of leading service models.
ORC is a specialist consultancy supporting institutional asset owners, asset managers and asset servicers across due diligence, investment operations, and governance.
We help clients identify material risks, strengthen operating models and make better-informed decisions across the investment lifecycle.
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