Investment Management

 

Since 1997 we have been advising clients on all elements of the investment process. In that time we have conducted multiple assignmentments in functional areas including:

 Data & Architecture

 Compliance

 Corporate Actions

 Derivatives Processing

 Client Reporting

 Fund Accounting

 Reconciliations

 

We have also run a large number of industry surveys and this, together with our ongoing contacts with the leading solutions providers allow us to identify and advise on industry trends.

 

Illustrative Assignments

 

Acted as functional lead for the Business Change strategy team in the selection of an external Securities Lender.  

Acted as the business sponsor for the EMEA Region of a Global Solutions Provider in the specification and prospecting of a new product offering to the Hedge Funds and Prime Brokerage community. 

Project Management of the take on of a third party data warehouse by an Insitutional Manager.

Selected a corporate actions solution for an outsource service provider 

Provided specialist knowledge on a project to replace Portfolio Management, Asset Allocation, Order Management (Equities, Fixed Income, FX and MM) and Trading, with both pre & post-trade compliance and trade confirmation.

 

 


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