Our client is an OCIO (Outsourced Chief Investment Officer). They serve as the discretionary investment advisor for institutional investors such as pension plans and endowments....
Read how our client, a global investment management firm that offers ‘implemented consulting services,’ taking on operational responsibility for managing client portfolios of pooled products, Limited ...
Read how our client, an Outsourced CIO (OCIO) firm, implemented a scalable, designed for purpose technology solution to support their growth and manage their complex investment process. ...
Our client performs a broad range of asset services, including custody, accounting, and ‘middle office’ services for major institutional investor clients. In recent years, as open architecture, multi-...
Read how our global asset servicing client was able to seize an opportunity to gain substantial competitor advantage in utilizing technology to administer an exceedingly complex and time sensitive Def...