{"id":1288,"date":"2025-10-29T15:52:37","date_gmt":"2025-10-29T15:52:37","guid":{"rendered":"https:\/\/iqeq.com\/fr\/insights\/how-cfos-are-redesigning-operations-for-agility-scale-and-survival\/"},"modified":"2026-01-21T16:05:06","modified_gmt":"2026-01-21T16:05:06","slug":"how-cfos-are-redesigning-operations-for-agility-scale-and-survival","status":"publish","type":"post","link":"https:\/\/iqeq.com\/fr\/insights\/how-cfos-are-redesigning-operations-for-agility-scale-and-survival\/","title":{"rendered":"How CFOs are redesigning operations for agility, scale and survival\u00a0"},"content":{"rendered":"<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p><i><span data-contrast=\"auto\">By Neil Synnott, Chief Commercial Officer, Asia<\/span><\/i><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">As fund managers scale across jurisdictions and grapple with complex asset classes, we\u2019re witnessing a real shift in how they structure their operations. Firms are fundamentally <\/span><a href=\"https:\/\/iqeq.com\/insights\/from-challenge-to-competitive-edge-how-gps-are-responding-to-private-market-pressures\/\"><span data-contrast=\"none\">rethinking their approach<\/span><\/a><span data-contrast=\"auto\">, balancing insourcing, outsourcing and hybrid models to build an operational blueprint that fits their specific needs.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Here, using key insights from our\u202f<\/span><a href=\"https:\/\/iqeq.com\/insights\/operational-strategies-in-transition-insights-from-cfos-in-private-markets\/\"><span data-contrast=\"none\">recent CFO survey report<\/span><\/a><span data-contrast=\"auto\">,\u202fwe explore the strategies CFOs are deploying to improve operational efficiency while navigating today\u2019s tough macroeconomic environment.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<h2>Outsourcing as an enabler of scale and efficiency<\/h2>\n<p><span data-contrast=\"auto\">Outsourcing is climbing in popularity, particularly among growing firms. According to our global survey, 38% of CFOs have increased outsourcing due to growth in the last 12 months, and with good reason: two-thirds of respondents overall (66%) agree that outsourcing non-core functions has enhanced their operational efficiency and focus.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">It\u2019s really no surprise to see outsourcing gaining momentum in the context of increasing investor demands and rapidly evolving use of technology. Elise Gray, our Head of CFO Support Services in the U.S., summed up the situation well in her comment: \u201cOutsourcing frees up fund managers\u2019 time to concentrate on their core competencies of generating returns for their investors. It also ensures they can stay ahead of industry demands without shouldering the full operational burden.\u201d<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The need for improved oversight is also a recurring theme. While there\u2019s been a rise in larger managers <\/span><a href=\"https:\/\/iqeq.com\/insights\/third-party-aifm-vs-owning-an-aifm-what-to-consider\/\"><span data-contrast=\"none\">insourcing their alternative investment fund manager<\/span><\/a><span data-contrast=\"auto\"> (AIFM) function, this has still led to reliance on external, specialist partners. <\/span><a href=\"https:\/\/iqeq.com\/people\/justin-partington\/\"><span data-contrast=\"none\">Justin Partington<\/span><\/a><span data-contrast=\"auto\">, Global Head of Fund and Asset Managers, noted the fact that our clients are increasingly requesting dedicated teams to oversee the work they do and manage all third-party providers. \u201cThis level of oversight used to be painful,\u201d he comments. \u201cHowever, as technology improves \u2013 especially with real-time KPI dashboards and visible workflows \u2013 clients now have a window into the work being done. It\u2019s creating a more transparent and collaborative environment.\u201d<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">In a similar vein, some firms are attempting to bring traditionally outsourced activities like anti-money laundering and know-your-customer due diligence (AML\/KYC) back in-house. However, while this move may be appealing on paper, it can prove difficult in practice. \u201cReabsorbing complex compliance tasks into internal teams can be easier said than done,\u201d comments Justin. \u201cThat\u2019s why we\u2019re seeing many CFOs turn to technology for support \u2013 automating where possible, and creating seamless integration between internal and external teams.\u201d\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<h2>Hybrid models: blending flexibility with control<\/h2>\n<p><span data-contrast=\"auto\">Our survey data also shows that CFOs are moving away from the idea that there are only two binary options: in-house or outsourced. This is giving way to a hybrid approach, combining both internal and external teams to optimise operations. This model allows firms to maintain control over core functions, while outsourcing burdensome or non-essential tasks \u2013 or those requiring specific expertise \u2013 elsewhere.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The survey reveals that 20% of CFOs surveyed have adopted hybrid outsourcing models in the past 12 months, with a smaller 6% pursuing <\/span><a href=\"https:\/\/iqeq.com\/insights\/lift-outs-continuity-and-confidence-for-you-your-team-and-your-investors\/\"><span data-contrast=\"none\">full team lift-outs<\/span><\/a><span data-contrast=\"auto\">. A lift-out is the process of transferring an entire operational team from one organisation to another, combining the benefits of in-house knowledge and experience with outsourcing efficiency.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">It\u2019s worth flagging that the<\/span> <span data-contrast=\"auto\">percentage of CFOs pursuing lift-outs according to our survey seems low in comparison to what we\u2019re witnessing first-hand in the industry. As <\/span><a href=\"https:\/\/iqeq.com\/people\/tamas-mark\/\"><span data-contrast=\"none\">Tamas Mark<\/span><\/a><span data-contrast=\"auto\">, our Global Head of Real Assets, observes: \u201cWe\u2019re seeing a strong interest in full team lift-outs \u2013 it\u2019s all about making sure that clients can build a really sizeable and scalable back office, without disrupting service continuity. Many investors prefer this route because it can help preserve valuable data, technology and knowledge.\u201d<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">While a more drastic transition than a hybrid approach, lift-outs can offer firms the flexibility they need while they scale. Justin adds, \u201cWe\u2019ve also had clients take over entire teams and integrate them into their operations, while they remain our employees. This is a really flexible model that gives clients dedicated resources without taking on the full employment risk.\u201d<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Hybrid models can take many forms and achieve different business outcomes. In Europe, one of our success stories has been a staff secondment, where we embedded some of our IQ-EQ employees into client offices, rather than pursuing a full team lift-out. \u201cThey work a few days a week on-site but remain under our employ and on our payroll,\u201d shares Justin. \u201cThis is a great way to provide continuity and cultural integration, while clients still benefit from external expertise and the \u2018outsider\u2019 point of view.\u201d<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Here in the Asia-Pacific (APAC) region, meanwhile, the data shows that hybrid models are being driven by larger GPs seeking smarter cost distribution and compliance with LP expectations. In this region, we\u2019re seeing more and more GPs adopt hybrid models as part of their mission statements to LPs. It\u2019s about delivering ROI and moving certain operational costs off the management company\u2019s books and onto the fund. In practice, this means a lot of administration work is passed to outsourced providers, while strategic oversight remains in-house.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The hybrid approach is proving particularly successful across jurisdictions where fund strategies vary widely. The model works best when it\u2019s engineered from the start with the right regulatory and operational frameworks \u2013 especially in APAC, where there is such diversity in how funds are structured and regulated.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<h2>Adapting to the challenges of today<\/h2>\n<p><span data-contrast=\"auto\">Across private markets, operational models are being rebuilt to adapt to today\u2019s volatile landscape and the diversity of fund structures. Our survey data shows that selective outsourcing, strategic lift-outs and hybrid frameworks are helping fund managers to design operations that are more resilient, transparent and better aligned with the needs of investors.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Want further insight into the challenges facing private market CFOs and how they\u2019re pivoting their strategies to suit?\u202f<\/span><\/b><a href=\"https:\/\/iqeq.com\/insights\/operational-strategies-in-transition-insights-from-cfos-in-private-markets\/\"><b><span data-contrast=\"none\">Read our full CFO survey report<\/span><\/b><\/a><b><span data-contrast=\"auto\">.<\/span><\/b><span data-contrast=\"auto\">\u202f<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:278}\">\u00a0<\/span><\/p>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":51,"featured_media":1289,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[1],"tags":[],"expertise":[12],"service_category":[],"class_list":["post-1288","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How CFOs are redesigning operations for agility, scale and survival\u00a0 | IQ-EQ France<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iqeq.com\/fr\/insights\/how-cfos-are-redesigning-operations-for-agility-scale-and-survival\/\" \/>\n<meta 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