CASE STUDIES
Global UK Investment Manager
The client, a global asset management company had recently acquired EMEA business for a competitor The client engaged our consultants to transition the LDI business across to the client platform.
The tasks involved working with the client to define future state architecture, identifying asset classes to required day 1 and day 2, liaising with developers in India to build interface specifications, testing, implementation and live support.
The successful delivery meant the client was able to manage their LDI business on their preferred platform.
Large UK Asset Manager
The consultant was responsible for the implementation of ETD and OTC derivative assets as part of a wider programme of work to deliver Aladdin to the client.
The result was that the client was able to increase the volume and type of the assets they traded and through the increased efficiency of managing the lifecycle events they were able to re-deploy staff within the organisation.
From a trading perspective the mirroring of collateral and margin management meant more efficient usage of cash.
Global Investment Manager
Our consultancy partnered with a global investment firm to spearhead a comprehensive private markets digital transformation initiative.
A framework for evaluating and selecting technology vendors was introduced, accompanied by a future-state architectural roadmap and operating model design. This strategic approach laid the foundation for the introduction of a private markets data platform and facilitated the successful deployment of multiple specialised private market systems.
This included the deployment of Allvue and eFront Insight for enhanced private credit and private equity portfolio management and analytics, Canoe for leveraging machine learning in alternative investment data processing, and Qashqade for carried interest calculations.
The transformation also extended to real estate, where we automated reporting processes for both internal stakeholders and clients improving the quality and timeliness of information.
The digital transformation strategy resulted in streamlined operations through automation, enhanced the scalability of operational processes, improved data management and analytics capabilities, and modernized the technology stack supporting private market investments.