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Multi-Product Manager Operating Model and Technology Assessment

Description of Project: A $13B AUM Investment Manager with ETF’s, Mutual Funds, Institutional Separately Managed Accounts and Hedge Funds wished to expand their business. In addition to having a full … [Read more...]

Filed Under: Operations, Portfolio Accounting, Technology Adoption

High Net Worth Asset Manager Operating Model Assessment

Description of Project: A High Net-Worth Investment Manager with $7.3B AUM in almost 900 accounts across 37 custodians wished to expand their business, targeting the doubling of AUM over the next … [Read more...]

Filed Under: Operations, Portfolio Accounting

USD to Multi-Currency Cash Balance: Assessment and Migration

Description of Project: A $20B AUM multi-strategy Hedge Fund with $20B AUM wished to stop automatically FX’ing foreign cash balances to USD on every non-USD transaction. The spot activity, along with … [Read more...]

Filed Under: Operations, Portfolio Accounting

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