Oakledge Partners
Strategy Consultancy

Private Capital Group

Supporting a private capital group by investigating insourcing vs outsourcing preferences on hedge risk management within corporations

Client & Context

Strategy Consultancy

Supporting a private capital group by investigating insourcing vs outsourcing preferences on hedge risk management within corporations

Project Overview: Phone interviews with CFOs, treasury, and finance roles focused on hedge risk management insourcing and outsourcing

Targeted interviews with finance and treasury leaders to evaluate insourcing versus outsourcing approaches within hedge risk management. The Oakledge consultants delivered structured primary data enabling deeper understanding of operational preferences and provider perception.

Key Challenges

Do companies prefer insourcing or outsourcing hedge risk management?

Drivers and challenges influencing insourcing vs outsourcing

Evaluating satisfaction with current providers and vendors

Perceptions of service provider quality and expertise

Our Approach

Targeted Interviews With Financial Executives

Personalized outreach and phone interviews with key roles like CFOs, treasury, and those involved in hedge management functionsDiscussion guide probing insourcing strategies, outsourcing approaches, and opinions on service providersTailored outreach aligned to consulting firm's specific research focus

Delivering Deep Insights Into Hedging Practices Including:

Interview transcripts
Segmented survey data (company size and industry segments)
Verbatim executive quotes
Perception ratings of insourcing & outsourcing practices and providers

The Oakledge Partners consultants gathered insights through interviews, classified responses accordingly, helping the client understand corporate preferences in hedge risk management.

Rooted In Truth

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Outline your objectives, and our team will revert with a structured response.

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