Providing the Expertise Investment Managers Need to Drive Change

Like most businesses today, investment management firms are challenged with a growing number of industry pressures, including:

• Technology-driven trading strategies
• A high number of cross-asset/multi-currency portfolios
• High trading volumes/low-latency
• New and ever-changing regulations that require additional budget spend
• A lack of knowledgeable IT staff to support multiple systems

Faced with these issues, investment management organizations are focusing on developing more efficient operational models that use automation to minimize reliance on staff resources. However, it’s not enough to simply realign business operations. This effort must be done within the context of today’s budgetary and regulatory challenges.

We help investment management firms align organizational goals with user needs, and business processes with technology, to create more efficient business models—while simultaneously addressing compliance and cost management issues.

Our knowledge of the investment management sector makes us an ideal partner for high-level strategic initiatives. And our technology expertise and familiarity with today’s leading order management systems (OMSs), such as Charles River IMS and Bloomberg AIM, along with solutions from Advent and SimCorp, allow us to help firms select and implement the solution that best meets their needs today—as well as being able to scale to help them address tomorrow’s requirements.