Portfolio construction framework

The client wanted to develop a robust, demonstrable, well-articulated portfolio construction process that was aligned with its investment philosophy and optimized for risk management with a more evident quantification and monitoring of exposures at the aggregate portfolio level. We were engaged by the client to help build its portfolio construction framework ensuring alignment with their objectives.

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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