Clients and Engagements
Complete engagement chronology
We have provided consulting services to:
Canada Pension Plan Investment Board
Barclays Global Investors
Kinecta Federal Credit Union
Credit Suisse Asset Management
SSB Citi Asset Management
Man Investments (in collaboration with Cutter Associates)
Vyas Capital Management
Jewish Stickers, L.L.C.
Cogan and Company
AIG
Tompkins County (New York) Public Library Foundation
Engagements we have performed include:
Change Implementation
Portfolio Investment Process Redesign
Portfolio Management Platform Design and Implementation
Global Investment Guidelines Compliance System, Process, and Organization Implementation
Asset Management Back Office Outsourcing
Static Data Maintenance Procedure Documentation
Database Platform Remediation for Japanese Regulatory Purposes
Investment System Dependencies Management
Management Advisory
Trading Lifecycle Solution Business Case
Data Management Advisory for Outsourcing
Project Demand Management and Resource Allocation
Reduction of Technology Footprint
Global Data Management Organization Design and Engagement Model
Securities Lending Strategic Project Review
International Information Technology Management
Database Management System Strategy
Japanese Middle and Back Office Outsourcing Advisory
Securities Lending Data Warehouse Advisory
Business Process Analysis and Design
Trading Lifecycle Solution Definition
Global Investment Guidelines Compliance System, Process, and Organization Implementation
Quantitative Equity Application Analysis
Quantitative Equity Portfolio Management System Functional Requirements and Operating Model
Fund of Hedge Funds Shared Data Strategy
Hedge Fund Process and Data Management Analysis
Tactical Improvement Program for Investment Management System
Meeting and Retreat Facilitation
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