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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