Fund Operations · OPS02

Outsourcing and Third-Party Oversight

A lifecycle approach to selecting, contracting, monitoring and exiting critical providers across the fund operating model.

COURSE OVERVIEW

Designed for practical application.

A lifecycle approach to selecting, contracting, monitoring and exiting critical providers across the fund operating model.

What you will be able to do

  • Assess provider criticality and outsourcing risk.
  • Define due diligence and ongoing monitoring evidence.
  • Plan escalation, resilience and exit arrangements.

Course structure

01 Operating-model dependencies
02 Risk assessment and due diligence
03 Contract and SLA considerations
04 Ongoing monitoring
05 Incident and concentration risk
06 Exit and transition planning

Assessment and evidence

ASSESSMENT

Provider-oversight case; proposed pass mark 70%.

LEARNING EVIDENCE

Completion record and certificate.

OPS02

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