Case studies

Engagements delivered through to go-live.

We only name clients with their consent. The engagements below are described by type of firm and by challenge.

01 Turning around and industrialising an asset manager’s PMAR chainBusiness & Operations · French asset manager Two successive audits by Virtual Beehive had revealed a performance and reporting team in serious difficulty: silos, undocumented processes, high staff turnover and a loss of confidence from management. The client entrusted us with the full transformation of its PMAR function. 02 A single PMAR platform: selection, business case and migrationBusiness & Operations · French asset manager The performance chain relied on two separate tools, one for calculation and attribution and one for reporting, whose maintenance depended on a handful of experts. The client decided to replace them with a single platform covering performance, attribution, GIPS composites and reporting. 03 GIPS 2020 compliance for a responsible investment managerCompliance & Regulatory · French asset manager, responsible investment The asset manager wanted to claim compliance with the GIPS 2020 standards and then have it verified by an international audit firm over five years of history, to meet the expectations of institutional investors. 04 Building a project office and an AI Lab at a responsible investment managerTransformation · French asset manager, responsible investment Highly structured on its regulatory obligations, the client had no framework for deciding on its projects: no governance, no annual plan, no project budget. Virtual Beehive was asked to build the project function from scratch. 05 PMO and VMO for an asset managerTransformation · Asset manager, France The client was running several transformation projects in parallel, with many IT and operations providers. It asked Virtual Beehive to manage its project portfolio (PMO) and its vendors (VMO). 06 FATCA and US tax supportCompliance & Regulatory · International financial institution The client had to absorb a growing workload on its US tax obligations while preparing to outsource part of its teams. 07 Multi-site roll-out of a performance measurement platformBusiness & Operations · European insurance and asset management group The group decided to harmonise performance measurement across its asset management companies in two European countries on a single platform, complemented by a client reporting tool. 08 Front-to-back platform roll-out at a wealth managerTransformation · Wealth manager, Switzerland Management of the roll-out of a software platform covering client relationship, order management, portfolio management, compliance and accounting. 09 Change of custodian and fund administratorTransformation · Asset manager, France Support for the middle office during a change of custodian and fund administrator: procedure review, PRIIPs project, migration and operational topics.
They trust us
  • BNP Paribas
  • ODDO BHF
  • Lazard Frères Gestion
  • DNCA Finance
  • Covéa Finance
  • Generali
  • Groupama AM
  • Ostrum AM
  • LBPAM

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