Optimize your operating model to power your investment process.

As you face a rising storm of cost pressure, product complexity, and the demand for integrated operations, you need a trusted partner to rise to the challenge. We can partner with you to mitigate increasing complexity with seamless integration across the latest solutions and operating models. Whether implementing new software solutions, transforming your data ecosystem, or updating operating models, leverage an experienced partner to help you reach successful outcomes.

Find out more about our services offered to institutional investment managers: 

Advisory Services 

Delivery Services 

Optimize the engine of your business

Empower your front office with cutting edge technology and processes.

Whether assessing a specific function or looking broadly across your investment systems architecture, it is critical to invest the time upfront to chart a path forward that supports your business and investment strategy. With continued fee pressure, the proliferation of investment products, and an increasingly complex technology solutions market, institutional investors need an integrated and scalable infrastructure to achieve long-term success. We will work with you to create a comprehensive assessment of your current state environment then craft a future state design, roadmap, and transition plan to deliver front office capabilities built with future growth in mind.

Prove your value with peerless client service

Offer timeliness and transparency to asset owners and end investors

Your clients need timely data files, fit-for-purpose reporting, and precise end-client communications. Many institutional investors lack the data architecture and technology to support the client service they want to deliver. Whether your challenges are due to lack of data integration or legacy technology, we understand how to modernize your operating model, what technologies are the right fit for you, and what approach will work best to navigate your roadmap. With the right operational foundation, institutional investors can set their client service apart in a crowded market.

Focus on what you do best

Optimize your operating model and deployment of human capital

Your investment team knows how to generate returns in even the most challenging market conditions, but it takes an entire operational team to bring your investment strategies to life. Whether you are transforming internal capabilities, outsourcing existing or new functions, or changing providers, you need a trusted partner to guide you through the process. We have helped dozens of institutional investment managers through internal transformations and outsourcing programs of all scopes and sizes. By leveraging our experience, you'll mitigate risk, explore all available options, and ultimately generate more value for your clients by maximizing transition efficiency and effectiveness.

Achieve scale through seamless integration

Seamlessly integrate operations and maximize efficiency across all your business lines.

As active management becomes more competitive, you are likely considering where synergies can be found with new partners and business lines. But integrating businesses can be a daunting task, especially when it comes to operational processes and data integration. Done strategically, the integration of two business lines, whether organically developed or acquired, can have massive operational cost savings. This success hinges on robust due diligence, an understanding of myriad vendor and services solutions, and the ability to deliver results quickly. Our team offers both advisory and delivery services to take you from due diligence pre-deal closure through transition onto consolidated target state platforms and operating models for people, process, and technology.

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