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  • Making outsourcing work: The critical success factors
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    March 04, 2026

    Authors

    • Author Image
      Akbar Sheriff
      Chief Client Success Officer and COO

    Making outsourcing work: The critical success factors

    Fourty-three of GPs say they plan to outsource more of their fund accounting functions in the next 12 months. This headline finding from our 2026 Private Funds CFO Insights Survey highlights a growing trend: outsourcing is no longer just about efficiency – it’s a path to achieving greater resilience, accuracy and strategic focus.

    In this episode of Alternative Insight, ‘Making outsourcing work: The critical success factors’, Aztec’s Akbar Sharif is joined by Melanie Cohen, an independent consultant to private equity fund managers, and Richard Day, COO at Schroders Greencoat, to examine how GPs are rethinking their operating models and what separates successful outsourcing partnerships from the rest.

    During this episode they discuss:

    • The need for flexible operating models
    • How clear governance and shared expectations set partnerships up for success
    • Why responsiveness and continuity matter more than ever
    • How managers can retain oversight while outsourcing execution
    • The growing impact of automation and integrated data on reporting quality.

    Listen to the Alternative Insight podcast episode:

    Listen to “Making outsourcing work: The critical success factors” on Spreaker.

    If you like what you heard, head to Spotify, Apple Podcasts or wherever you listen to podcasts, find Alternative Insight podcast by the Aztec Group and hit the subscribe button, so that you receive all future episodes as soon as they’re published!

    Podcast disclaimer:
    This recording has been prepared by the Aztec Group and is made available by Spreaker for and on behalf of the Aztec Group for private or non-commercial use. By accessing this podcast you acknowledge that the entire content and design of the podcast are the property of the Aztec Group and are protected under applicable laws and should only be used for private or other non-commercial use. You further acknowledge that neither Spreaker nor the Aztec Group provide any warranty, guarantee or representation as to the accuracy or sufficiency of the information featured in the podcast. Information and opinions are provided for general information purposes only and do not constitute legal or other professional advice. Any reliance you place on such information is strictly at your own risk. For full details please click here.

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