Case Study

Efficient, Scalable Operations for an Asset Manager Undergoing Tremendous Growth

Rapid growth and global expansion came with mounting operational challenges for an independent investment management firm

Market conditions have changed the competitive landscape for asset managers. Globalization, regulation and commoditization of services have forced smaller firms to consolidate and expand into global markets to compete. Putting the technology, staff and processes in place to manage the resulting investment complexity and regulatory requirements is squeezing profit margins and slowing growth.