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Projects

Projects

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Projects

Technology and Operations Strategy for a Leading Hedge Fund Administrator

Citisoft was engaged by a leading Hedge Fund Administrator to perform a strategic assessment of the organization's operational and technical capabilities and develop a long-term plan for improvement. The goal of the effort included the detailed assessment of the people, process and technology used to support the firm's business and provide a roadmap for achieving their strategic vision: to become the premier fund administration providers in the industry.

DOMAIN: SERVICE: ASSESS; Strategic Assessment and Planning; Operations Rationalization

Corporate Intelligence

The Value of Client Communications in Rocky Times

Client communications are more important in periods of under-performance than when you're outperforming the market and have 5* Morningstar ratings.

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Outsourcing: Risk Mitigation, Exits and Expectations

It is clear that investment management firms will need to employ a much more sophisticated and detailed approach to outsourcing provider selection and due diligence based on rece

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