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CASE STUDIES

Winning RFP

Winning The RFP

To assess and select potential middle and back office partners, investment companies often undergo a comprehensive RFP (Request For Proposal). When a large institutional and retail asset manager based in the West South Central States decided to outsource its middle and back office functions, it commissioned a prominent consulting firm to manage an extensive RFP
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Winning RFP

Implementing Data Management Processes

Few things confound investment firms like data. For an industry so heavily reliant on high quality data for core, critical functions, the lack of a centralized data repository and automated processes is a staggering oversight. Most firms without a data warehouse have data quality issues. While firms understand the importance of managing data and implementing processes to oversee data quality, many firms, for one reason or another, don't take the necessary steps to do so.
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Gaining Effeciency

Gaining Efficiency & Scaling Growth

For start-up investment firms, finding value wherever possible is critical to the firm's future. Many firms have solid processes in place for managing investments, as this is a core competency. However, operational processes are not, and firms often overlook or underestimate the importance of these processes in producing shareholder and investor value.
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