Our Services
System Selection
Choosing the right system for your business is a critical decision, with long term implications. We assist clients to choose the most suitable and cost effective system through our detailed RFI's and POC's, ensuring all business factors are accounted for in the decision-making process.
Implementation
Implementations of new performance systems or data warehouses can be underestimated in terms of cost and effort. With our skills and expertise we aim to bring new systems on board within realistic timelines and minimal impact on the business.
Data warehouse Design
The 'golden source of truth' is of the utmost importance in any investment business, ensuring clean and consistent results which can be trusted by the business as a whole. By designing and implementing data warehouses, clients will benefit from seamless integration between systems across front, middle and back office, gaining access to data and results in a timely manner, and unearthing hidden gems which could greatly benefit the business as a whole.
Process Reviews
Inefficiencies can easily creep in over time. With our in-depth process reviews we assist clients to get the best out of their teams, while also improving the day-to-day work environment of the team members.
GIPS® Implementation
The Global Investment Performance Standards ® is an essential investment to ensure consistent, reliable and transparent calculation and presentation of performance results to clients. We implement the standards in a seamless manner, ensuring compliance within a short space of time, and aligning the relevant role-players to the goals of GIPS ®.
Training
Our years of experience in the industry allows us to train our clients on a variety of performance and data topics, from beginner courses to expert level sessions. We can customise the sessions to your particular needs, and always make it interactive to ensure a great learning experience for the team.
Custom Performance Models
Not all businesses have the budget for off-the-shelf systems, and these systems don't always cater for all client requirements. Working hand-in-hand with our clients, we are able to build custom performance models which suit their specific needs.
Report Design and Building
Performance & Attribution reports come in all shapes and sizes, and no client is the same. With our expert advice, we are able to build reports which are fit for purpose and tells the 'story' in a clear and concise manner.
Month-end Support
Performance teams are usually stretched over month-ends, and getting an expert pair of hands to complete the job can go a long way to ease the pressure off the team and their internal clients. Our services include the running of data quality checks, generating and checking of reports, and the maintenance of GIPS ® composites.