Work with experts to find the ideal operating model match for your alternative investment strategy
To create value, you need more than a winning investment strategy—you need an optimal operating model. Whether you’re investing in real assets, private equity and debt, liquid alternatives, or hedge funds, building the right operating model is critical for diversifying your portfolio and achieving real returns. You need a partner who can pair the complexities of alternatives with a solution that will power your unique investment strategy. Our experts dig below the surface to show you where specialized people, process, services, and systems add to or subtract from an integrated operation.
Control operating costs, maximize
Operational excellence can be a crucial asset to your firm’s success in the PE marketplace. From managing commitments through administration, understanding your current functional capabilities is the first step. Our consulting team can help you pinpoint where you can maximize use of people, processes, and technology to improve services.
Alpha seeking risk focused strategies require a new breed of operation.
Obtain clarity over your investments with the right systems, processes, and services developed to provide transparency and measure their value. Drawing from hands-on experience, our consultants will work with you to create and implement a model that enables the proper level of oversight, with pragmatic fund administration and operations solutions built from the bottom up. Investing in these funds doesn’t have to be a guessing game. We can help put the proper model in place.
Manage the debt lifecycle with the right solutions.
If you’re using a patchwork of proprietary systems or spreadsheets to manage your private debt, commercial loans, or mortgage investments, you’re vulnerable to operational risk and missed opportunities. Originating loans or investing in them requires nuanced expertise of financial analysis, agency communications, and tracking of debt. We can help you transform your current operations to streamline execution, settlement, and custodial processes while providing clarity into your structured debt and loan investments.
Gain control over your real estate data.
From deal processing to property management, leasing, and accounting to valuation and cash flow analysis, real estate operations can overwhelm even the most sophisticated organization. You can’t afford inaccuracies and workarounds when investors need actionable insight and accurate data. We’ll help you implement purpose-built technology to gain control over your real estate investment strategy through automation, tight data controls, and robust functionality for risk, compliance, and on-demand reporting.
SWIB undertook one of the industry’s most ambitious business transformation projects—shifting its operations to a new model and taking its technology stack to the leading edge. Learn how SWIB envisioned and achieved its future state goals.
