Implementation of risk reporting tool
This global fund manager needed to report risk characteristics of its UCITS III funds. We have been involved from the beginning of the project to select the best tool to be used and subsequently to implement it.

Back office operating model
Subsequent to the build of an in house back office system, our client sought to migrate the functionality to their back office provider. The project re-defined the operating model to include services provided.

PMO set up & client reporting
Provision of project management resource to support a programme of projects sanctioned by the Global Head of Performance and Risk for this global asset manager; designed to integrate the systems and operating model following an acquisition, as well as delivering other tactical objectives that may arise throughout duration of the tenure.

Fund accounting product review
A major International player of financial IT solutions engaged us to undertake a review of their fund accounting product. The review included; an analysis of the sales, marketing and product management process, competitive analysis and a market segmentation analysis to identify potential clients in the UK.