Consulting services for global banks and insurance companies

Evaluation, Selection and Implementations of Derivatives and Risk Management Systems.

Data Warehouse, Data Hub (Operational Data Store), and Reporting Mart Implementations for Investment, Compliance and Risk Management.

Global Data Management and Enterprise-wide Process Improvements Supporting Straight-Thru Processing (STP) and Exception-Based Processing.

Investment Performance Measurement, Attribution and Composite Reporting Systems (AIMR and GIPS) Projects.

Policies and Procedures Development including Reviews and Assessments of Operational and Financial Controls, Business and IT Governance.

Organizational Structure Reviews and Operational Assessments of Front-, Middle- and Back-Offices.

Product Delivery Management and Launching Investment Products including Alternative Investments, Mutual Funds, Annuities, Stable Value, and Structured Finance Products.

Implementations of Hedging Strategies, Derivatives Processing, Hedge Effectiveness Testing, and Hedge Accounting (FAS 133/ IAS 39) and Financial Reporting.

Evaluation, Selection and Implementations of Trade Order Management and Compliance Systems.

Conversions, Implementations and Efficiency Improvements of Portfolio Management and Accounting Systems Supporting GAAP, Statutory, Tax and IFRS accounting methods.

Business Process Assessments of Derivatives Operations and Systems Capabiliities.

The financial services industry is facing change on an extraordinary scale. Just as organizations get used to performing under intense pressure, new challenges and complexity have emerged. The spotlight is on accelerating growth, integrating risk management and adapting to new regulations. The challenges are daunting but success becomes even more rewarding in the new competitive landscape.

We assist our clients with end-to-end project delivery and IT services for implementing new capabilities and improving business performance for global markets, increased competitive dynamics, regulatory reform and technology changes. Our consulting staff have the subject matter expertise and experience to provide the full spectrum of project management, business analysis and technology services in the investment and risk management disciplines for banking, insurance and asset management.

INDUSTRY PRACTICES

Financial Services Engagements

Representative Engagements

Investment. Risk. Technology.