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Centralised vs. Federated vs. Hybrid: Choosing the Right Data Governance Model
Data governance is often overlooked until something goes wrong. We regularly see firms prioritise it...

Six Considerations to Set Testing Up for Success in OMS Transformation Programmes
By Senior Consultant, Shireen Quadir, and Consultant, Edward Wimble The success of an Order Manageme...

How Far Can Asset Managers Really Take Trade Automation?
James Robb, Senior Consultant Trade automation isn’t new, but it’s changed a lot in the past few yea...

The Overlooked Phase: Post-Implementation Support Essentials
Giray Takar, Principal Consultant When it comes to project management, implementation is often seen...

How to Optimise Outsourcing in Investment and Fund Operations
John Rolo, Senior Consultant Outsourcing middle and back-office functions has become a key strategy...

9 Lessons for Tackling Platform Mergers and Complex Data Programmes
Judith Kirkwood-Law, Practice Lead Steve Richardson, Senior Consultant Platform mergers and large-sc...
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OTC Reporting: Your Essential Guide to EMIR Refit Identifiers
Jennifer McKeen, Senior Consultant Ever felt lost with OTC Reporting Identifiers? With updates to EM...

Critical Data Elements: How should you address them?
Sean Donahoe, Senior Consultant Today’s operational data ecosystem within asset management firms is...

5 Key Support Considerations for Optimising Your Future Operating Model
Ed Wimble, Consultant As asset managers consider their future state operating models, many are looki...