We have hands-on experience -- both consulting and on the buy side -- across the following areas:
Operations
➾ Trade matching, communication and settlement
➾ Investment accounting
➾ Reconciliation
➾ Client reporting
➾ Internal reporting
Fund Accounting
Performance Measurement
➾ Composite management
➾ GIPS® compliance
➾ Performance attribution
Investment Support
➾ Trade and order management
➾ Portfolio management and analytics
Compliance and Risk
➾ Investment guideline compliance
➾ Operational risk
Client and Prospect Support
➾ Client service
➾ Marketing and sales support
Data Management
Outsourcing
Technology
Business Management
➾ Managing investment firms effectively and efficiently
