A REPRESENTATIVE LIST OF OUR CLIENTS
We work closely with our clients and are often considered an extension of their team
Our financial firm clients range from leaders to emerging firms in their respective areas.
Hedge Funds and AdvisersWe have worked closely with equity-focused, fixed income and derivatives funds, with all the various approaches to investing (global macro, directional, event-driven, and arbitrage). Our clients typically control $4.5b to $1T+ in Assets under Management, and have staff numbers ranging from 60 to 600 employees. Over 40% of the Top 20 hedge funds are established and repeat clients
Mutual Funds and AdvisersWe have worked on traditional open-end fund and transparent active ETF engagements with clients in this space. For example, we implemented a risk and compliance management solution that integrated with the large mutual fund adviser’s multiple OMSs into a firm-wide investment management platform.
Asset Management FirmsOur consultants have worked with a variety of asset management firms in both a strategic advisory basis and as implementation experts. These asset management firms control between $200b to over $1t in Assets under Management.
Wealth Management FirmsWith the vast expansion of the wealth management space, our consultants have been utilized as industry experts, specifically in the order management and IT operations space.
Capital Market PlayersWe have worked with a variety of brokers and dealers from different organizations, ranging from large institutions, to privately-held and retail firms.
CASE STUDIES & WHITE PAPERS
12 May 2018
1. Executive Summary: Master Data and Reference Data Management and its position with regards to Hedge Funds. The document will cover what Master Data and Reference [...]Read moreWhite Paper for Master & Reference Data Management
12 May 2018
1. Executive Summary: The client firm determined that a focused requirements driven process, supplemented by stakeholder working groups, was the most rational [...]Read moreCase Study for a Multiple OMS Risk and Compliance Solution at Large Mutual Fund
12 May 2018
1. Executive Summary: Recent provisions promulgated by the Private Fund Investment Advisers Registration Act of 2010, a section of the Dodd-Frank legislation, [...]Read moreWhite Paper for Hedge Fund BCP Implementation Framework