Strategic Planning
➾ Target Operating Model / Organizational Structure
➾ IT Roadmap
➾ Business Profitability Analysis
   ▸ By investment division, strategy, team or product
   ▸ By client segment or type

Outsourcing Evaluation
➾ Customized, client-specific analysis of advantages and risks of outsourcing (financial and non-financial)
➾ Utilize either generic industry pricing or specific ‘blind’ vendor quotes for financial analysis
➾ Identification of key issues to be addressed in service level agreements or pre-implementation

Cost Analysis and Allocation (Cornerstone)
➾ Service- and activity-based cost analysis designed for investment managers (e.g., per-trade settlement costs, per-account reconciliation costs, composite tracking costs, etc.)
   ▸ Facilitates allocations to investment teams, products, etc.
   ▸ Enables profitability analysis of client relationships
   ▸ Provides for apples-to-apples comparison of outsourcing costs (particularly component outsourcing)
   ▸ Highlights areas where investment in further automation will result in maximum cost reduction over time

Benchmarking
➾ IT Value Service
➾ Operations Best Practice

Operational Reviews and Process Re-engineering
➾ Operational health checks
➾ Best practice review and implementation
➾ Workflow design and documentation

Vendor / System Evaluation and Selection

Outsourcing / System Implementation
➾ Particular emphasis on program and project management

Research

Training