Client Case: Operating Model Rebuild and Platform Enhancement

Client Background – Global Fund Manager

Client Challenges:

The client encountered several challenges within their operating model across asset classes, including inconsistencies, limited asset coverage hindering business expansion, frequent breaches of regulatory requirements due to fragmented data flow, and poor system performance leading to occasional outages.

Our Approach:

To address these challenges comprehensively, we conducted a front-to-back review of the current state, capturing business objectives, uncovering hidden requirements, and identifying pain points. We performed an in-depth analysis of the existing investment system setup and supporting processes. Subsequently, we created a unified Target State model, proposing revisions to the operating model, including changes to operational processes, data management, and investment system configuration. We also scoped and planned the changes, creating a phased program roadmap detailing the necessary work to transition to the Target State, and prepared a business case outlining the scope, implementation effort, and impacts of change.

Client Benefits:

Our independent and impartial analysis facilitated agreement across various internal business units and stakeholders on the best long-term approach. The pre-validated roadmap provided a structured framework for more effective planning and implementation of the optimal solution, ensuring alignment with business objectives and regulatory requirements while mitigating operational risks.