Asset Owners


Enable your sophisticated investment strategies with cutting-edge technology and efficient, scalable operations.

If you are a pension fund, insurer, foundation, endowment, OCIO, or family office, the spectrum of challenges faced is broad whether you’re positioned as a pure allocator or operate in a hybrid model that includes internally managed investments. The shift towards alternative and private market investments to drive alpha adds additional operational and data complexity to this list of challenges. Your organization is most likely suffering from information overload and struggling to compile disparate data sets into timely and meaningful portfolio information. Citisoft helps asset owners understand built-for-purpose operating models, leveraging the optimal blend of technology and services. A strategic approach provides meaningful data, efficient operations, and a robust control environment to manage and monitor their diverse multi-asset portfolios to meet its obligations effectively.

Find out more about our services offered to asset owners: 

Advisory Services 

Delivery Services 

Align operations to your multi-asset class strategies

Develop an operating model that supports your portfolio management objectives.

To meet your investment objectives, you need cutting edge investment strategies. If you’re investing in private equity, private debt, real estate, infrastructure, or credit assets you face unique operational complexity processing transactions, valuing investments, and monitoring risk and performance. To mitigate operational cost and risk while improving access to data, you need to develop a scalable model that is fit-for-purpose. Whether you need a complete evaluation of your technology architecture or a more targeted assessment of your data management capabilities, our proven strategic assessment methodology will lead you to the optimal operating model and a practical roadmap for achieving the envisioned target state.

Meet the needs of your end investors

Assess and identify solutions to meet your investor obligations.

When you are entrusted with your organization’s endowment or the future retirement of your beneficiaries, you have a lot at stake. Your end investors require investment transparency and an increasingly individualized approach to portfolio construction. We have deep expertise of the vendor landscape to help you identify the best solutions to deliver on your diverse set of investment objectives, the right reporting solutions to offer transparency to your end investors, and the operational infrastructure to support timely and actionable data for better investment decision-making.

Tap the provider market to focus on core competencies

Align your operating model to your firm’s strategic focus.

Asset owners are faced with unique pressures to manage cost and maximize return whether operating in the private or public sector. Whether dealing with fluctuating interest rate environments, funding gaps,, regulatory changes, or beneficiary obligations, meeting your investment objectives is more complicated than ever. Many firms are choosing to focus human capital on their core competencies while partnering with service providers who can help them navigate operational and data challenges. Whether you’re looking for administration, operational services, accounting, or a front-to-back offering, Citisoft can help you find the right service provider to help meet your long-term goals.

Cut down on information overload

Build a data architecture that supports clarity, timeliness, and new insights.

As your portfolio diversity increases, you need a sophisticated data architecture to handle disparate investment vehicles, regulations, mandates, and reporting requirements. We have decades of experience advising clients on how to build scalable data models to support data across the investment lifecycle. With the right infrastructure, asset owners can capitalize on new technologies and put actionable data in the hands of the decision makers who need it.

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