Guide to Why Fund Administrator Migrations Fail and How to Succeed

When service issues become the norm, staying put can be the bigger risk.

Many alternative fund managers continue to work around operational inefficiencies because changing administrators feels too disruptive. Concerns about reporting delays, data migration, investor communications, audits, and internal resource demands can make it seem easier to stay where you are. But over time, those challenges can create greater risk than the transition itself.

What's inside the guide?

This practical guide explains how fund managers can approach an administrator transition with confidence. You'll learn:

1. Why many administrator migrations fail and how to avoid common pitfalls.
2. How a structured, parallel-run approach helps protect reporting continuity and operational control.
3. Ways to maintain investor confidence throughout a transition.
4. How to address legacy data issues before they create future problems.
5. What to consider when switching around audits, fund closes, reporting cycles, or capital events.
    

A clearer path forward

The guide draws on Ocorian's experience delivering more than 100 fund administrator migrations since 2022. It provides practical insight into the processes, governance, and planning that help managers move to a stronger operating model without disrupting investors or business momentum.  

Download the guide

If you're evaluating your current administrator, preparing for growth, or simply want to understand what's involved in a successful transition, this guide will help you make a more informed decision.

Complete the form to download your copy.