Client Background: Global Asset Manager Client Benefits: SIBOR as the single source of truth for trade date-based transactions, transaction and position reconciliation and start of day positions promoted to CRIMS for trading STrue “follow the sun” batches and operating model Better and more robust Portfolio Management functionality available to end […]

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 […]

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 […]

Client Background – Sovereign Wealth Fund Client Challenges: The client faced several challenges in creating a new business unit within the Investment Management Division, spanning business processes, organisation, and technology. They also needed to integrate this new unit into the existing landscape servicing both internally and externally managed investment portfolios. […]

Client Background – Top 20 Global Asset Manager Client Challenges: The client faced several challenges in their journey to become a data-driven organisation. They grappled with an excess of overlapping and conflicting sources of data, while their processes lacked client-centricity and cohesion. The continued internal software development without commercial advantage […]

Client Background – Global Asset Manager   Client Challenges: The client faced significant challenges in integrating Sentinel, a global asset manager’s proprietary system, into SimCorp Dimension. Understanding the functionalities and intricacies of SimCorp Dimension, posed a significant challenge for the client, particularly in terms of data integration and system upgrades. […]

Client Background – Global Asset Manager​   Client Challenges: In its strategic evolution, the firm transitioned from the Charles River Development (CRD) system to the Aladdin platform by BlackRock, seeking enhanced functionality and efficiency in investment management operations. Significant challenges with the CRD system, including functional limitations and operational inefficiencies […]

Client Background – Global Asset Manager   Client Challenges: The firm faced the challenge of implementing a brand-new system, transitioning from an older CRD Version to 21R3 with IBOR functionality. The project required a high degree of customisation to support the complex needs of a global fund/asset manager. Additionally, the […]