The COO has long been the driving force of improving efficiency in the Middle and Back Office.
Now, leading COOs are adding “Operational Alpha” to the Front Office too, as they evaluate a new generation of investment process tools that support and improve decision-making for investment teams – helping the firm become more profitable and scalable.
- Saves time and money through the reduction of adhoc manual processes
- Meets compliance requirements
- Investment team has additional data/insights
- Drives incremental alpha, AUM and cost savings (McKinsey 2018 Report)
- Shareable process leads to a better culture and work environment
- Sharper definition of investment process
- Improves marketing process/results
- Lowers operational risk (reduces errors)
- Consolidates your vendors
- Recruiting/Retention benefits
- Improves scalability of fund
- Low to zero cost vs. high ROI
- Reduces the need to add additional personnel
- Saves time and money through the reduction of adhoc manual processes
- Meets compliance requirements
- Investment team has additional data/insights
- Drives incremental alpha, AUM and cost savings (McKinsey 2018 Report)
- Shareable process leads to a better culture and work environment
- Sharper definition of investment process
- Improves marketing process/results
- Lowers operational risk (reduces errors)
- Consolidates your vendors
- Recruiting/Retention benefits
- Improves scalability of fund
- Low to zero cost vs. high ROI
- Reduces the need to add additional personnel
- Today’s research process is fragmented and inefficient
- Research tools are becoming un-competitive. Relying solely on excel as your mission critical application is inefficient
- Current software solutions are expensive and are not configured to your firm
- Shared drive chaos (poor data – store, analyze and retrieve firm-wide intelligence, models, notes, etc.)
- Data overload for investment team
- Today’s research process is fragmented and inefficient
- Research tools are becoming un-competitive. Relying solely on excel as your mission critical application is inefficient
- Current software solutions are expensive and are not configured to your firm
- Shared drive chaos (poor data – store, analyze and retrieve firm-wide intelligence, models, notes, etc.)
- Data overload for investment team
- Quantitative/fundamental research
- Factor awareness
- ESG integration
- Alternative data predictions
- Data science
- Managing and leveraging in-house data and intelligence
- Portfolio construction
- Portfolio risk analysis
- Trading simulation
- P&L attribution
- Marketing/Investor Relations
- Quantitative/fundamental research
- Factor awareness
- ESG integration
- Alternative data predictions
- Data science
- Managing and leveraging in-house data and intelligence
- Portfolio construction
- Portfolio risk analysis
- Trading simulation
- P&L attribution
- Marketing/Investor Relations