Optimize decision-making while improving productivity.
Client Name: Pzena Investment Management
Integrating ESG
Client Name: Sanders Capital LLC.
Reducing vendors and leveraging technology
Reducing vendors and leveraging technology Global, BlueMountain/Bridger Spin with $1B in AUM The Challenge: Vendor creep, ineffective solutions, compliance and data management, spiraling costs, etc. The COO is the driving
Integrating risk management into the investment process
Integrating risk management into the investment process Global, Market Neutral, Tiger/SAC Spin with $8B in AUM The Challenge: Proactive risk management for fundamental investors. Managing an active/neutral fund is much
Investment process modernization for big funds
Centralization and modernization leads to improvements Global Asset Manager, Value Fund, $52B in AUM Senior Portfolio Manager of a global asset manager searches for a solution to replace internal processes
Investment process modernization for small funds
Modern institutional infrastructure for small funds Global fundamental value fund As the former #1 Institutional Investor (II) ranked Chief Investment Officer at Morgan Stanley, Steve Galbraith made his career espousing
Buy vs. build – no longer a difficult decision
Buy v.s. build – no longer a difficult decision Global hedge fund manager with $3.5B in AUM The Challenge: Making what we do repeatable – a data-driven solution, that doesn’t