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Optimize decision-making while improving productivity.

Client Name: Pzena Investment Management
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Integrating ESG

Client Name: Sanders Capital LLC.
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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
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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
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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
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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
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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
Read More

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
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