Design operating models for investment management that enhance efficiency, governance, and performance.

What is an Operating Model? It is a conceptual framework for the interaction of capabilities across people, processes and technology – and critical to coordinating complex activity. Our Operating Model Design service helps pension funds and institutional investors create operating models that support strategy and enhance overall performance. Operating Model Design allows organizations to: determine whether an organization is optimally configured to execute its strategy; design each function to operate in the most effective construct; make fulfillment decisions (e.g., outsourcing); and, explore the impacts of potential change. We begin with a comprehensive assessment of the current operating structures, identifying inefficiencies and areas for improvement. We then design operating models for efficiency, agility, and scalability, incorporating strong governance, process optimization, organizational structure design, technology enablement and performance measurement. This holistic approach ensures that operating models support strategy and become intuitive to implement in the organization.

Design and optimize investment processes to ensure they are aligned with organizational goals.

Our Investment Process Design service focuses on enhancing the efficiency and effectiveness of investment processes. There is a tight balance between speed to decision and quality of diligence. There are also cultural factors that show up as “shadow processes”. The speed at which asset classes themselves are evolving require an update of how investment processes work – speed and quality balanced with time and space to probe material questions. We conduct comprehensive assessments to identify bottlenecks, inefficiencies, and areas for improvement. We take a top to bottom pipeline approach to understand the full investment lifecycle and identify improvements along the loop. We redesign workflows to streamline operations, reduce costs, and improve service quality. By implementing these improvements, we help organizations achieve greater operational efficiency and deliver superior results.

Program management and implementation support for investment operations transformations.

Investment operations transformations or systems implementations can be large, complex programs impacting many stakeholders. Examples of this could include investment book of record modernizations or trading system infrastructure upgrades. We leverage our expertise in program management, change management, and technology in investing organizations to help shepherd these programs to successful completion. We are comfortable working with multiple partners in diverse configurations of expertise.