Transforming Fixed Income Investment Strategy & Operations with Tech-Enabled Solutions


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Services

Strategy

Our consultants deploy standardized program planning frameworks, perform strategic operational assessments, conduct competitive analysis, roadmap planning, Cost benefit analysis and business case planning. We offer process re-engineering solutions and steer long term client engagements towards successful execution.


Advisory / Consulting

Our advisory services provide expert advice and recommendations to help organizations solve specific problems or improve their operations in the following areas:



  • Middle Office Outsourcing
  • Technology User Adoption
  • Best in class Fixed Income tools
  • Process and Workflow re/design


Implementation / Execution

Execution refers to the implementation of strategies and plans. It involves the practical, hands-on work required to put strategies and recommendations into action. We specialize in:


  • Project management
  • Process implementation
  • M&A Systems integration
  • Fixed Income Transformation




Talent Solutions


We tap into our extensive network of deep domain expertise, comprised of seasoned fixed-income investment management professionals, highly-credentialed consultants, skilled technologists, and experienced operations specialists.

Coverage

Front Office

Our Front Office team possesses extensive knowledge of trading workflows, trading strategies, trading technology and fixed income data. As a consultancy, we have successfully implemented the following technologies:





  • Global FI Order Management Systems
  • Global FI Execution Management Systems
  • Global Systematic (Quantitative, Algo, SAS, R)




Our OMS/EMS vendor technology portfolio includes:


OMS: CRIMS / CRD, Bloomberg AIM, InvestorTools, Murex, FlexOne

EMS: FlexTrade, Adroit, TSImagine, TSOX, CRD


Middle Office

Our consultants have extensive experience in Fixed Income Middle Office transformation work.  Our consultants are currently engaged or have significant experience in the following domains:





  • Middle Office Outsourcing (State Street)
  • State Street Alpha Data Platform
  • IBOR / Investment Accounting
  • Performance Measurement / Attribution


We have expertise with the following vendor software:


IBOR: CRIMS / CRD, RKS, Bloomberg AIM, InvestorTools, Murex, Eagle Investments

Attribution: FactSet, Port/Port+, Axioma, CRD



Data Management

Our consultants provide guidance to our clients for their data strategy & architecture. We help how they should acquire, manage, and utilize their data assets to achieve business goals and drive better investment decisions. Here are some key components of our clients investment data architecture:



  • Fixed Income Benchmarks, Indices
  • Fixed Income Investment Analytics & Risk
  • Classifications, Ratings
  • Security & Account Reference



Client Segments

Institutional

Our expertise plays a crucial role in helping institutional investment clients in enhancing operational efficiencies and adapting to Market Changes across the entire front-to-back investment life cycle. We serve the following clients segments in this space:


  • Mutual Funds
  • Hedge Funds
  • Pension funds
  • Endowments
  • OCIO
  • Sovereign funds
  • Insurance

Private Wealth

We provide advisory & consulting services in regulatory compliance space to keep our buy-side private clients abreast of latest SEC & FINRA regulations: 




  • Registered Investment Advisors
  • Multi-Family Offices
  • Independent Wealth Management firms
  • Private Wealth Groups

Private Equity

Our consultants bring broad-based experience collaborating with Private Equity firms, focusing on both program strategy and program execution during divestitures & transformation.