Chanelle Crabtree
Consulting Principal – Investment Operations and Outsourcing
Chanelle Crabtree has extensive experience consulting for the asset management industry in Australia for the past 20 years. Chanelle has considerable knowledge and expertise in investment management, outsourcing, and the development of operational models that support the investment management lifecycle. Chanelle leads Cutter Associates’ Investment Operations and Outsourcing practice, and oversees Cutter’s Australia office. She has decades of experience working for investment management firms, custodians, and consulting firms, in roles that included middle-/back-office operational, business analyst, project management, consulting, and senior management. She has a deep understanding of investment management, covering the operational, governance, and system requirements to support all types of clients, products, and asset classes.
A former Director at Deloitte, Chanelle led key engagements, particularly for complex clients with diverse asset classes, covering target operating model design, sourcing, and implementation. Prior to Deloitte, Chanelle was a Lead Consultant at Morse Consulting Pty Limited, where she led various engagements that covered target operating model design, sourcing of custodians/systems, and implementations with investment managers and superannuation clients.
Finding the right outsourcing provider isn't easy - and it's a decision you can't afford to get wrong. This checklist of factors to consider, based on questions we have heard from clients over the years, will help get you started.
Outsourcing requires considerable planning and a clear vision. There's a lot to consider before, during, and after the partner selection process - including the provider's DNA and service model, the types of clients it supports, the regions it operates in, and whether the provider's strategic vision aligns with your own. Asking the right questions along the way will help drive the sourcing options available to you, as well as minimize risk and disruption during implementation.
We are here to help or answer any questions you have about any stage of the outsourcing process.