Sovereign Wealth Fund

Client Challenges

• Need to create a new business unit with the Investment Management Division – including business processes, organisation, and technology.
• Integration of the new business unit into the existing process, organisation, and technology landscape servicing the internally and the externally managed investment portfolios.
• Centralisation of risk measurement for all internally and externally managed portfolios on Charles River and integration of MSCI model for analytics.

Our Approach

• Re-design of Target Operating Model (based on discovery previously completed by us) – including business Processes, People (organisation), and Technology (business applications and integration).
• Capture of detailed business requirements.
• Creation of project and resource plan including associated business case
• Management of multi-phased programme of delivery including synchronised implementation of multiple third-party systems
• Co-ordination with vendors on behalf of the client to harmonise delivery
• Provision of multiple SMEs and practitioners within key workstream and project roles

Client Benefits

• Assured delivery of new business unit capability – within expected budget and timeline
• Risk Management for all accounts – internal and external – aggregated onto one single platform.
• Foundation for centralising Performance Measurement and Attribution onto
• single platform.