Expert consulting services for the Investment
management industry
GIPS Implementation
Assisting firms in complying with all applicable laws and regulations regarding the GIPS compliance process from the CFA Institute.
Project Management
Offering Project Management services for projects related to the investment management industry.
Performance Measurement
Providing firms with Performance Measurement & Composite calculation and construction resources on a short or long-term basis.
Operations Specialist
Assisting firms in developing more Operationally efficient firm-wide Middle and Back office processes.
Investment Data Migration
Implementation assistance for new portfolio accounting, composite, performance and/or trading systems requiring legacy data conversions.
Business Analyst
Providing business systems and applications analysis for investment management firms.