Asset management is undergoing a significant transformation, placing a strong emphasis on delivering value to customers while embracing sustainability throughout the business model.

We recognise the profound changes that lie ahead for the asset management sector, particularly in demonstrating ESG credentials.

We firmly believe that the key to thriving in the ever-evolving landscape is to empower organizations to derive actionable insights from the overwhelming volume of data available.

We achieve this by delivering solutions to ensure consistency and seamless integration of data throughout the entire enterprise. From research and scoring to investment decision tracking, regulatory reporting, client reporting/enquiries, and even providing consultants with more meaningful and relevant data during the mandate RFP process, our approach ensures that every aspect of your operations is enriched with consistent and accurate data insights.

Our unwavering commitment is to deliver comprehensive solutions that enable this integration and empower our clients to succeed.

With an impressive track record in project/programme management, change management, solution design, and project delivery, our experienced team has consistently delivered exceptional results.

Our consultants bring years of valuable experience, having provided services to vendors, asset managers, and pension funds directly. As project managers, business analysts, technical analysts, and solution architects, we possess a diverse skill set to address various project needs.

Expertise

We have successfully undertaken a wide range of projects, demonstrating our ability to deliver effective solutions and manage change in the investment management domain. Our expertise extends to the following areas:

• ESG & Sustainable Investment and Technology
• Performance Measurement and Attribution
• Risk Measurement and Reporting
• Fund Reporting Solutions
• Digital Transformation Projects
• Fund Data and Document Operating Model
• Regulatory Projects
• Front Office Trade Analytics
• Fixed Income Analytics
• Risk Engines and Analytics
• Data Management
• Middle/Back Office Systems

Our asset management team

Over the past 25 years, our team has had the privilege of working with esteemed clients such as HSBC Asset Management, Vanguard Asset Management, BNP Securities Services, Aviva, and Deutsche Asset Management. These collaborations have enriched our experience and allowed us to contribute significant value to the industry.

Through our partnership with an established specialist provider of data solutions, we continue to expand our capabilities, ensuring that we remain at the forefront of data integration and deliver cutting-edge solutions to our clients.

By choosing our team, asset managers gain a trusted partner that combines a strong history of successful project delivery with deep domain knowledge and understanding of data integration and the evolving needs of the investment management sector.