City Integration were engaged by a Hedge Fund based in Dubai to run a full Front-to-Back RFP covering the Target Operating Model across their Investment, Middle Office and Operational processesWith this engagement there was a specific local requirement from the client for access to prohibited markets such as Saudi Arabia. Given this, and in addition
We were engaged by a leading Netherlands-based Investment Manager to run a Front to Back review of their Target Operating Model, which had evolved over time and which was beginning to restrict their availability to scale and meet their ambitious growth targetsOur consultants also assisted the client in conducting a feasibility study for the outsourcing
City Integration were engaged by a UK-based Hedge Fund to run an RFP covering a full Front to Back re-platforming of their investment and downstream processesOf specific importance was optimising their shadow NAV platform and surrounding processes, as well as replacing their in-house pre-trade Compliance platformOur consultants worked with the business to capture and document
A UK-based Asset Management firm engaged us to run a full RFP to assist them in defining an enterprise solution for an off-platform analytics calculation engineWe ran a full RFP, helping capture and document the detailed business requirements and drafting the RFP document on behalf of the client and helping them agree a long list
A leading UK Investment Manager engaged us to conduct a review of their legacy investment platform with a view to making the changes necessary to allow them to grow and scale their business over the next 10+ yearsThe existing model had evolved incrementally since the company was formed and was overly complex and inefficient to
GOO at Global AM: “Front Office operating model review…” The client had made an in-principle decision to replace a number of front-office applications with a single enterprise-type solution. They required a review of their data architecture and multi-manager platforms. Key challenges included : Alignment of all key stakeholders on an agreed global operating model Balancing
COO at Global Asset Owner: “Onboarding private credit assets following a consolidation of investment books…” The consolidation of three separate books of both public and private assets needed to be reflected on a single firm-wide risk management reporting platform. The inclusion of listed assets was straightforward given the use of standard market identifiers such as
Front Office Sponsor at a Global Asset Manager: “We are changing our primary source for pre, in-flight and post-trade analytics…” Changing the golden source for trade analytics is not a simple ‘lift and shift’ activity, rather it requires a deep understanding of the ‘as is’ state and if any be-spoke house measures have been
COO: “I am implementing a new system in order to change my Operating Model…” A surprising number of companies are under the mistaken impression that by changing their core systems their operating models will magically be transformed. It is no surprise that in most cases implementation of technology without a clearly defined operating
