Strategic Assessment

Take a pragmatic approach to assessing your business and mapping your technology and operations strategy

Set your destination with a partner who knows the road.

We’ll look under the hood to assess your operations and determine where you need a tune-up or a transformation. Whether you need a full evaluation of your technology architecture or a quick look at back-office processes, our proven Strategic Assessment methodology will take you turn by turn with minimal business impact.

Gain valuable perspective

Learn how your peers approach their technology and operations challenges.

Peer benchmarking is key to determining your future state and how to get there. From financials to architecture, we have unmatched perspective on industry practices and metrics. We’ll help you glean key insights on what works for others—and what doesn’t—so your goals are achievable.

Focus on efficiency

Uncover opportunities for cost savings throughout your business.

Wringing out costs from your operations is critical as fees shrink and market pressures shape investment strategy. We kick off every Strategic Assessment with a current state assessment that includes an opportunities analysis to determine where your business can improve efficiency. As we develop your roadmap, we keep an eye on both short- and long-term cost minimization so your strategy always has ROI in sight.

Free your resources

A visionary strategy starts with the right resources.

You can’t afford to divert your team from their day-to-day or build a long-term strategy with distracted resources. Our consultants are solely focused on mapping your goals while minimizing business impact. We have the experience to understand stakeholder needs quickly so your crew can focus on running the ship.

Take a pragmatic approach

Cut the complexity with a proven assessment methodology.

Envisioning a new operational strategy is complicated enough—we cut to the chase with a simple and proven framework. We begin each project with a current state analysis which then informs our options analysis. Once we’ve determined a target state, we deliver an actionable roadmap. There’s no one-size-fits-all strategy, but we minimize customizations and variables so we can focus on delivering your project on-time and on-budget.

Communicate effectively

From stakeholders to senior leadership, communication is foundational to your strategy.

Presenting the right information to steering committees and C-suite decision makers is critical to gaining buy-in. With experience in senior positions at some of the world’s leading asset management firms, our consultants have the seniority necessary to communicate with any audience. This depth of knowledge also enables us to clear communication lines and cut project bloat by leveraging a smaller team more effectively.

$300B global asset manager launches program to enable data-centric operating model

Our client achieved impressive asset growth by expanding its product lines, distribution channels, and global markets coverage. Learn how this organization enhanced its operating model to keep pace and support a data-centric environment for its many unique investment management teams.

Read the client story

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