Case Studies

We have worked with many firms in the investment management industry and our list of clients continues to grow. Client satisfaction is our number one priority and for every project we undertake, our aim is to exceed expectations and to deliver the best possible service within the quickest possible timeframes.

We are happy to provide references from any of our clients and you can also read through several of our case studies.

Reviewing Data Management Practices

An asset management firm requested our assistance to analyse the existing processes around the creation and maintenance of security data and provide recommendations for improvement through benchmarking to industry best practice.

Creating a Markit EDM Support Team

An asset management firm had successfully implemented Markit EDM but had not put in place the capability to undertake the relevant maintenance on an on-going basis. As a result, the data management function were becoming increasingly dissatisfied with the timescales for routine changes.

Improving TPA Operations

A global third party administrator (TPA) which provides middle office, fund accounting, transfer agency and custody services required assistance in defining their operating model for managing the ongoing services to an asset management firm.

Implementing Thinkfolio

A start-up fixed income asset management firm required assistance in setting up the technology infrastructure required to get their business up and running and so were looking for a technology partner specialising in fund management technologies.

Replacing Technology Services

As part of separating from a larger asset management firm, a new specialist investment firm was looking for a technology partner with a unique blend of technical and business expertise to provide software development services, focusing on Microsoft technologies, to replace the technology offered by the parent company.

Improving Charles River Data

A large asset management firm with a varied investment strategy investing in a range of products and outsourcing much of their fund administration to a third party service provider, had been using Charles River v.8 for a number of years. A system upgrade had been delayed due to the number of non-standard customisations that had been made to the product.