Investment Process Review

An asset manager with growth aspirations for its institutional business needed a more robust and consistent approach to achieving outperformance. It required an independent assessment to gain a better understanding of how its investment process could be better implemented, from an efficiency and market-facing perspective, within the parameters of its existing infrastructure and resource.

Given our expertise and knowledge of best practice, we were engaged to review their investment process.

What we did

  • We were engaged by the client to join a tri-party arrangement (with the client and its vendor) to manage the onboarding of existing funds onto the new accounting platform, as well as introducing customised reporting per regional operations team and the fund managers.
  • Working with the operations and technology teams from both parties, we brought together all stakeholders involved to implement an end-to-end investment accounting and reporting capability for the client’s immediate and future needs.

Our impact

  • Our project management and expert oversight helped the client onboard all the existing funds on the new platform within the prescribed time frame
  • Smooth rollout of the system, with the minimal impact on BAU activities, and a seamless transition for all parties involved

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