Operations Practice
Leverage the industry’s most experienced consulting team to transform your operating model.
Trade Operations
Improve trade oversight, communications, and processing, while mitigating settlement risk. We'll partner with you to design a seamless, end-to-end solution addressing your trade confirmation and settlement challenges.
Fund Administration
Outsource your fund administration with confidence. Leverage our experience evaluating and seamlessly transitioning countless investment managers of every size and fund structure to fund administrators that are the right fit for each business and operating model
Performance Measurement
Accurately calculate your returns, performance attribution, composites, and risk by identifying and evaluating the performance measurement systems best suited to your unique investment and analysis strategy. Empower your organization with the tools they need to make informed investment decisions across all asset classes.
Custody & Safekeeping
Meet regulatory demands and end-client reporting requirements with efficiency and confidence. We'll partner with you to optimize operational workflows, refine client segmentation and tailor market positioning.
Transfer Agent & Shareholder Services
Strengthen investor recordkeeping and servicing while aligning with regulatory requirements. We'll partner with you to assess your current state and deliver tailored solutions that optimize processes, technology, and data.
IBOR
Put timely, accurate, and complete positions record-keeping data into the hands of those who need it. We’ll help you design and implement an IBOR to capture intraday positions across asset classes with a golden copy record of your data.
ABOR
Deploy a flexible and function-rich accounting system to handle the complexities of different asset classes and meet evolving regulatory demands. We’ll partner with you to select, design, and implement the technology and processes for an ABOR solution customized to support your unique needs.
