Solution introduction
The pressure to increase efficiency and reduce costs has gained momentum and pushed firms to re-evaluate their short and long-term operational stability
Fortunately, new technologies and automation coupled with outsourcing and shoring partnerships make it possible for clients to stay competitive – if they get it right
Let our team optimise your Investment and Fund Operations strategy, functions and supporting infrastructure to keep you one step ahead.
How we work with clients:
We work with firms of all sizes, locales, and asset classes across the industry to develop right-sized operating models to deliver their strategic goals, balance cost and efficiency needs.
Our support includes:
- Strategy & target operating model design - we can help assess whether your current state investment & fund operations are able to support your strategy
- Benchmarking - we can help you understand if your costs are in line with your peers, whilst also enabling Operational resourcing comparison against industry peers.
- Evaluation & selection - if you’re considering outsourcing within your investment and fund operations, we have a proprietary database of over 1,000 questions to accelerate the assessment of potential vendors/service providers. We have also worked with all major vendors within the operations ecosystem and have a deep understanding of their capabilities to support targeted assessments.
- Implementation - whether you’re outsourcing to a technology vendor or service provider for the first time or the fifth, transformation of investment and/or fund operations functions can be lengthy and difficult. We’ve transitioned over US$500 trillion of AUM to new operating models and understand the pain points to look out for.
