Table of Content
1 INTRODUCTION
1.1 OBJECTIVES OF THE STUDY
1.2 MARKET DEFINITION
1.3 OVERVIEW OF NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET
1.4 CURRENCY AND PRICING
1.5 LIMITATIONS
1.6 MARKETS COVERED
2 MARKET SEGMENTATION
2.1 MARKETS COVERED
2.2 GEOGRAPHICAL SCOPE
2.3 YEARS CONSIDERED FOR THE STUDY
2.4 DBMR TRIPOD DATA VALIDATION MODEL
2.5 PRIMARY INTERVIEWS WITH KEY OPINION LEADERS
2.6 DBMR MARKET POSITION GRID
2.7 VENDOR SHARE ANALYSIS
2.8 MULTIVARIATE MODELING
2.9 OFFERING TIMELINE CURVE
2.1 MARKET END USER COVERAGE GRID
2.11 SECONDARY SOURCES
2.12 ASSUMPTIONS
3 EXECUTIVE SUMMARY
4 PREMIUM INSIGHTS
5 MARKET OVERVIEW
5.1 DRIVERS
5.1.1 RISE IN ADOPTION OF MIDDLE OFFICE OUTSOURCING SOLUTIONS
5.1.2 INTRODUCTION OF VARIOUS DATA ANALYTICS SERVICES
5.1.3 RISE IN ADOPTION OF NEW TECHNOLOGIES SUCH AS AI, MACHINE LEARNING
5.1.4 RISE IN NEED TO IMPROVE EFFICIENCY AND PRODUCTIVITY
5.1.5 IMPROVED FOCUS TOWARDS REDUCING COST OF CONDUCTING BUSINESS
5.2 RESTRAINTS
5.2.1 UNEXPECTED OPERATIONAL AND INTEGRATION COSTS
5.2.2 DELAY IN OUTSOURCING PROCESS
5.3 OPPORTUNITIES
5.3.1 INCREASE IN EMPHASIS ON RESEARCH AND DEVELOPMENT ACTIVITIES
5.3.2 EMERGENCE OF BIG DATA ANALYTICS
5.3.3 ACCELERATED GROWTH IN THE FINANCIAL SECTOR
5.3.4 RISE IN ADOPTION OF CLOUD TECHNOLOGY
5.3.5 INCREASE IN DIGITIZATION AND AUTOMATION OF BUSINESS PROCESSES
5.4 CHALLENGES
5.4.1 LEGAL CONCERNS AND DATA PRIVACY ISSUES
5.4.2 LACK OF DOMAIN KNOWLEDGE AND TECHNICAL EXPERTISE
6 IMPACT OF COVID-19 ON THE NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET
6.1 ANALYSIS ON IMPACT OF COVID-19 ON THE MARKET
6.2 AFTERMATH OF COVID-19 AND GOVERNMENT INITIATIVE TO BOOST THE MARKET
6.3 STRATEGIC DECISIONS FOR MANUFACTURERS AFTER COVID-19 TO GAIN COMPETITIVE MARKET SHARE
6.4 IMPACT ON PRICE
6.5 IMPACT ON DEMAND AND SUPPLY CHAIN
6.6 CONCLUSION
7 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET, BY OFFERING
7.1 OVERVIEW
7.2 FOREIGN EXCHANGE AND TRADE MANAGEMENT
7.3 PORTFOLIO MANAGEMENT
7.3.1 PORTFOLIO MANAGEMENT
7.3.2 PRE-TRADE COMPLIANCE
7.3.3 ORDER MANAGEMENT
7.4 INVESTMENT OPERATIONS
7.4.1 RECONCILIATION
7.4.2 INVESTMENT RECORD-KEEPING
7.4.3 CASH ADMINISTRATION
7.4.4 DERIVATIVES PROCESSING
7.4.5 HEDGE SOLUTIONS
7.4.6 COLLATERAL MANAGEMENT SERVICES
7.4.6.1 DATA MANAGEMENT, DATA CAPTURE, ONBOARDING
7.4.6.2 VALUATION AND CALCULATION
7.4.6.3 DAILY CALL ADMINISTRATION
7.4.6.4 COLLATERAL SERVICING
7.4.7 EMIR REPORTING
7.5 LIQUIDITY MANAGEMENT
7.6 ASSET CLASS SERVICING
7.7 OTHERS
8 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET, BY DEPLOYMENT MODEL
8.1 OVERVIEW
8.2 CLOUD
8.3 ON-PREMISE
9 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET, BY END USER
9.1 OVERVIEW
9.2 INVESTMENT BANKING AND MANAGEMENT FIRMS
9.3 ASSET MANAGEMENT COMPANIES
9.4 STOCK EXCHANGES
9.5 BROKER- DEALERS
9.6 BANKS
9.7 OTHERS
10 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET, BY REGION
10.1 NORTH AMERICA
10.1.1 U.S.
10.1.2 CANADA
10.1.3 MEXICO
11 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: COMPANY LANDSCAPE
11.1 COMPANY SHARE ANALYSIS: NORTH AMERICA
12 SWOT ANALYSIS
13 COMPANY PROFILE
13.1 JPMORGAN CHASE & CO.
13.1.1 COMPANY SNAPSHOT
13.1.2 REVENUE ANALYSIS
13.1.3 COMPANY SHARE ANALYSIS
13.1.4 SOLUTION PORTFOLIO
13.1.5 RECENT DEVELOPMENT
13.2 CITIGROUP, INC.
13.2.1 COMPANY SNAPSHOT
13.2.2 REVENUE ANALYSIS
13.2.3 COMPANY SHARE ANALYSIS
13.2.4 SERVICE PORTFOLIO
13.2.5 RECENT DEVELOPMENT
13.3 STATE STREET CORPORATION
13.3.1 COMPANY SNAPSHOT
13.3.2 REVENUE ANALYSIS
13.3.3 COMPANY SHARE ANALYSIS
13.3.4 SOLUTION PORTFOLIO
13.3.5 RECENT DEVELOPMENTS
13.4 ACCENTURE
13.4.1 COMPANY SNAPSHOT
13.4.2 REVENUE ANALYSIS
13.4.3 COMPANY SHARE ANALYSIS
13.4.4 SERVICE PORTFOLIO
13.4.5 RECENT DEVELOPMENTS
13.5 THE BANK OF NEW YORK MELLON CORPORATION
13.5.1 COMPANY SNAPSHOT
13.5.2 REVENUE ANALYSIS
13.5.3 COMPANY SHARE ANALYSIS
13.5.4 SOLUTION PORTFOLIO
13.5.5 RECENT DEVELOPMENTS
13.6 ADEPA NORTH AMERICA SERVICES S.A.
13.6.1 COMPANY SNAPSHOT
13.6.2 SERVICE PORTFOLIO
13.6.3 RECENT DEVELOPMENT
13.7 APEX GROUP LTD.
13.7.1 COMPANY SNAPSHOT
13.7.2 SERVICE PORTFOLIO
13.7.3 RECENT DEVELOPMENTS
13.8 BNP PARIBAS
13.8.1 COMPANY SNAPSHOT
13.8.2 REVENUE ANALYSIS
13.8.3 PRODUCT PORTFOLIO
13.8.4 RECENT DEVELOPMENT
13.9 BROWN BROTHERS HARRIMAN
13.9.1 COMPANY SNAPSHOT
13.9.2 SERVICE PORTFOLIO
13.9.3 RECENT DEVELOPMENT
13.1 CACEIS
13.10.1 COMPANY SNAPSHOT
13.10.2 SERVICE PORTFOLIO
13.10.3 RECENT DEVELOPMENTS
13.11 EMPAXIS DATA MANAGEMENT, INC.
13.11.1 COMPANY SNAPSHOT
13.11.2 SOLUTION PORTFOLIO
13.11.3 RECENT DEVELOPMENT
13.12 GBST
13.12.1 COMPANY SNAPSHOT
13.12.2 SOLUTION PORTFOLIO
13.12.3 RECENT DEVELOPMENT
13.13 GENPACT
13.13.1 COMPANY SNAPSHOT
13.13.2 REVENUE ANALYSIS
13.13.3 PRODUCT PORTFOLIO
13.13.4 RECENT DEVELOPMENT
13.14 HEDGEGUARD
13.14.1 COMPANY SNAPSHOT
13.14.2 SERVICE PORTFOLIO
13.14.3 RECENT DEVELOPMENT
13.15 INDUS VALLEY PARTNERS
13.15.1 COMPANY SNAPSHOT
13.15.2 SERVICE PORTFOLIO
13.15.3 RECENT DEVELOPMENT
13.16 LINEDATA
13.16.1 COMPANY SNAPSHOT
13.16.2 REVENUE ANALYSIS
13.16.3 PRODUCT PORTFOLIO
13.16.4 RECENT DEVELOPMENTS
13.17 NORTHERN TRUST CORPORATION
13.17.1 COMPANY SNAPSHOT
13.17.2 REVENUE ANALYSIS
13.17.3 PRODUCT PORTFOLIO
13.17.4 RECENT DEVELOPMENTS
13.18 ROYAL BANK OF CANADA
13.18.1 COMPANY SNAPSHOT
13.18.2 REVENUE ANALYSIS
13.18.3 PRODUCT & SERVICE PORTFOLIO
13.18.4 RECENT DEVELOPMENT
13.19 SOCIETE GENERALE
13.19.1 COMPANY SNAPSHOT
13.19.2 REVENUE ANALYSIS
13.19.3 SOLUTION PORTFOLIO
13.19.4 RECENT DEVELOPMENTS
13.2 SS&C TECHNOLOGIES, INC.
13.20.1 COMPANY SNAPSHOT
13.20.2 REVENUE ANALYSIS
13.20.3 SOLUTION & SERVICE PORTFOLIO
13.20.4 RECENT DEVELOPMENTS
14 QUESTIONNAIRE
15 RELATED REPORTS
List of Table
TABLE 1 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET, BY OFFERING, 2019-2028 (USD MILLION)
TABLE 2 NORTH AMERICA FOREIGN EXCHANGE AND TRADE MANAGEMENT IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 3 NORTH AMERICA PORTFOLIO MANAGEMENT IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 4 NORTH AMERICA PORTFOLIO MANAGEMENT IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 5 NORTH AMERICA INVESTMENT OPERATIONS IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 6 NORTH AMERICA INVESTMENT OPERATIONS IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 7 NORTH AMERICA COLLATERAL MANAGEMENT SERVICES IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 8 NORTH AMERICA LIQUIDITY MANAGEMENT IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 9 NORTH AMERICA ASSET CLASS SERVICING IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 10 NORTH AMERICA OTHERS IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 11 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET, BY DEPLOYMENT MODEL, 2019-2028 (USD MILLION)
TABLE 12 NORTH AMERICA CLOUD IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 13 NORTH AMERICA ON-PREMISE IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 14 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET, BY END USER, 2019-2028 (USD MILLION)
TABLE 15 NORTH AMERICA INVESTMENT BANKING AND MANAGEMENT FIRMS IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 16 NORTH AMERICA ASSET MANAGEMENT COMPANIES IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 17 NORTH AMERICA STOCK EXCHANGES IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 18 NORTH AMERICA BROKER- DEALERS IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 19 NORTH AMERICA BANKS IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 20 NORTH AMERICA OTHERS IN MIDDLE OFFICE OUTSOURCING MARKET, BY REGION, 2019-2028 (USD MILLION)
TABLE 21 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET, BY COUNTRY, 2019-2028 (USD MILLION)
TABLE 22 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET, BY OFFERING, 2019-2028 (USD MILLION)
TABLE 23 NORTH AMERICA INVESTMENT OPERATIONS IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 24 NORTH AMERICA COLLATERAL MANAGEMENT SERVICES IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 25 NORTH AMERICA PORTFOLIO MANAGEMENT IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 26 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET, BY DEPLOYMENT MODEL, 2019-2028 (USD MILLION)
TABLE 27 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET, BY END USER, 2019-2028 (USD MILLION)
TABLE 28 U.S. MIDDLE OFFICE OUTSOURCING MARKET, BY OFFERING, 2019-2028 (USD MILLION)
TABLE 29 U.S. INVESTMENT OPERATIONS IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 30 U.S. COLLATERAL MANAGEMENT SERVICES IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 31 U.S. PORTFOLIO MANAGEMENT IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 32 U.S. MIDDLE OFFICE OUTSOURCING MARKET, BY DEPLOYMENT MODEL, 2019-2028 (USD MILLION)
TABLE 33 U.S. MIDDLE OFFICE OUTSOURCING MARKET, BY END USER, 2019-2028 (USD MILLION)
TABLE 34 CANADA MIDDLE OFFICE OUTSOURCING MARKET, BY OFFERING, 2019-2028 (USD MILLION)
TABLE 35 CANADA INVESTMENT OPERATIONS IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 36 CANADA COLLATERAL MANAGEMENT SERVICES IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 37 CANADA PORTFOLIO MANAGEMENT IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 38 CANADA MIDDLE OFFICE OUTSOURCING MARKET, BY DEPLOYMENT MODEL, 2019-2028 (USD MILLION)
TABLE 39 CANADA MIDDLE OFFICE OUTSOURCING MARKET, BY END USER, 2019-2028 (USD MILLION)
TABLE 40 MEXICO MIDDLE OFFICE OUTSOURCING MARKET, BY OFFERING, 2019-2028 (USD MILLION)
TABLE 41 MEXICO INVESTMENT OPERATIONS IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 42 MEXICO COLLATERAL MANAGEMENT SERVICES IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 43 MEXICO PORTFOLIO MANAGEMENT IN MIDDLE OFFICE OUTSOURCING MARKET, BY TYPE, 2019-2028 (USD MILLION)
TABLE 44 MEXICO MIDDLE OFFICE OUTSOURCING MARKET, BY DEPLOYMENT MODEL, 2019-2028 (USD MILLION)
TABLE 45 MEXICO MIDDLE OFFICE OUTSOURCING MARKET, BY END USER, 2019-2028 (USD MILLION)
List of Figure
FIGURE 1 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: SEGMENTATION
FIGURE 2 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: DATA TRIANGULATION
FIGURE 3 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: DROC ANALYSIS
FIGURE 4 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: NORTH AMERICA VS REGIONAL MARKET ANALYSIS
FIGURE 5 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: COMPANY RESEARCH ANALYSIS
FIGURE 6 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: INTERVIEW DEMOGRAPHICS
FIGURE 7 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: DBMR MARKET POSITION GRID
FIGURE 8 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: VENDOR SHARE ANALYSIS
FIGURE 9 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: MARKET END USER COVERAGE GRID
FIGURE 10 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: SEGMENTATION
FIGURE 11 RISING ADOPTION OF MIDDLE OFFICE OUTSOURCING SOLUTIONS IS EXPECTED TO DRIVE NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET IN THE FORECAST PERIOD OF 2021 TO 2028
FIGURE 12 FOREIGN EXCHANGE AND TRADE MANAGEMENT SEGMENT IS EXPECTED TO ACCOUNT FOR THE LARGEST SHARE OF NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET IN 2021 & 2028
FIGURE 13 DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES OF NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET
FIGURE 14 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET, BY OFFERING, 2020
FIGURE 15 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: BY DEPLOYMENT MODEL, 2020
FIGURE 16 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: BY END USER, 2020
FIGURE 17 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: SNAPSHOT (2020)
FIGURE 18 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: BY COUNTRY (2020)
FIGURE 19 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: BY COUNTRY (2021 & 2028)
FIGURE 20 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: BY COUNTRY (2020 & 2028)
FIGURE 21 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: BY OFFERING (2021-2028)
FIGURE 22 NORTH AMERICA MIDDLE OFFICE OUTSOURCING MARKET: COMPANY SHARE 2020 (%)
