Investment Platform Transformation: Enabling Growth Through Operational Excellence
When a $20 billion AUM manager saw their platform holding back growth, they needed more than a quick fix. We delivered a transformation strategy that turned operational barriers into launchpads for success.
The Challenge
A specialist investment manager faced a critical inflection point: their AUM had declined from over $20 billion to around $7-8 billion over a decade. Their investment platform, in place for over 10 years, had become increasingly complex and fragmented as new systems were integrated. This created an unscalable and costly infrastructure that was actively hindering their ability to compete effectively and achieve their strategic growth objectives.
Our Approach
Liqueo conducted a comprehensive analysis of the investment platform landscape, focusing on identifying opportunities for transformation and efficiency. We delivered analysis of Front Office strategies, assessment of portfolio modelling and trading methods, identification of bottlenecks throughout the trading lifecycle and data management processes, and strategic recommendations on vendor selection. We developed criteria for a Request for Proposal (RFP) document based on their desired operating model.
Through focused workshops and stakeholder engagement, we built a comprehensive understanding of the platform’s operational state to inform our strategic recommendations.
The Results
- Strategic Clarity: Our detailed review provided crystal-clear insights into current operations, identifying critical improvements needed across technology, data management, and workflows.
- Technology Evolution: Our intervention addressed key growth barriers by tackling outdated systems and presenting viable alternatives that aligned with long-term objectives.
- Growth Enablement: We enhanced operational efficiency and empowered informed decision-making regarding technology and operating model choices, positioning the client to accelerate their growth trajectory.
This transformation showcases Liqueo’s ability to investigate and adapt technology landscapes, maximising success and supporting ambitious growth objectives through strategic operational evolution.
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