Managing rapid growth without increasing staff posed serious operational challenges for a national institutional asset manager. As their portfolio count surged from 4,000 to over 30,000 in under two years, existing workflows and technology infrastructure began to strain under the pressure. Hiring was restricted by budget constraints, and internal systems slowed significantly—jeopardizing daily operations and data accuracy. Without a scalable solution, the firm risked falling short of its service standards and growth goals. To address this, the client turned to STP’s managed services for institutional asset managers to stabilize operations, maintain performance, and support continued expansion.
CASE STUDY
How a $30B Institutional Asset Manager Scaled to 30,000 Portfolios Without Adding Headcount
STP’s managed services enabled a national institutional asset manager to increase portfolios by 7x—streamlining operations, stabilizing systems, and maintaining data integrity without expanding internal teams.
The Challenge:
The Requirements:
To successfully manage this period of rapid growth, the client required Scalable Operational Support: A solution to handle the surge in portfolios and transactions without expanding internal teams. Reliable Data Integrity: Ensuring investment managers and portfolio managers had access to timely, accurate data for decision-making. Technology Optimization: Assistance in improving system performance to accommodate increased volume and complexity. Risk Management: Processes to detect and address operational risks early, minimizing disruptions.
The Solution:
STP absorbed the growing workload by managing portfolio accounting, reconciliation, and ensuring data accuracy. They partnered with the client’s tech vendor to optimize system performance and reduce bottlenecks. STP also helped refine procedures to mitigate operational risks and eliminated the need for costly hiring by handling complex operations efficiently.
The Outcome:
The client scaled their operations seamlessly to accommodate over 30,000 portfolios and $30 billion in assets without increasing internal headcount. System performance was stabilized, eliminating operational slowdowns and ensuring timely, accurate portfolio data for management. The client was able to focus strategic resources on business growth, client acquisition, and new product development, rather than diverting time and budget toward operational staffing challenges.
