Expertise 01 · Business & Operations

Performance figures your board, clients and regulator can trust.

We design, audit and industrialise the performance measurement, attribution, risk and reporting chains of asset managers, private banks and insurers.

What we do

Consultants who come from the business and work at the heart of your operations.

01Performance measurement and attributionMethodologies, controls, portfolio commentary, GIPS compliance.

02Client and regulatory reportingIndustrialised production: timeliness, data quality, customisation.

03Middle office and controlsReconciliations, trade monitoring, control plans and service provider oversight.

04Tool selection and deploymentRequirements, tender, integration and transition through to go-live.

05Operating proceduresProcedures, responsibility matrices and documentation, for autonomous and auditable teams.

Platforms we know

StatPro RevolutionCORICAladdinSimCorp DimensionAmindisB-OneSQLPython

Step 1Diagnose

Interviews, review of processes, tools and data. A quantified assessment shared with your teams.

Step 2Design

A realistic target model, priorities and a transformation plan that fits your constraints.

Step 3Deliver

Programme management, coordination of business teams and providers, testing, through to go-live.

Step 4Transfer

Operating procedures, training and handover, so your teams run the set-up on their own.

PMAR diagnostic

Assessment of the performance chain, operational risk mapping and a prioritised roadmap.

Tool selection

Requirements, tender management, scripted demonstrations and a reasoned recommendation.

A partner will reply to you personally within 48 hours.