Asset Owners

Power your investment strategy.

Whether you are a pension fund, foundation, endowment, OCIO, or family office, you’re facing unprecedented operational challenges. For most firms, the shift to new investment strategies is creating disparate data sets and pushing operating models to their breaking point. We’ll help you manage your diverse multi-asset portfolios and meet obligations effectively with operational strategies customized to your unique needs.

Submit an inquiry

: If you’re investing in private equity, private debt, real estate, infrastructure, or credit assets you face unique operational complexities. To mitigate operational cost and risk while improving access to data, you need to develop a scalable operating model that is fit-for-purpose. Whether you need a complete evaluation of your technology architecture or a more targeted assessment, our proven strategic assessment methodology will lead you to the optimal solution.
: When you’re entrusted with your organization’s endowment or the future retirement of your beneficiaries, you have a lot at stake. Your end investors require investment transparency and an increasingly individualized approach to portfolio construction. We have deep expertise of the vendor landscape to help you identify the best solutions to deliver on your diverse set of investment objectives, the right reporting solutions to offer transparency to your end investors, and the operational infrastructure to support timely and actionable data for better investment decision-making.
: Whether dealing with fluctuating interest rate environments, funding gaps, regulatory changes, or beneficiary obligations, meeting your investment objectives is more complicated than ever. Many firms are choosing to focus human capital on their core competencies while partnering with service providers who can help them navigate operational and data challenges. Whether you’re looking for administration, operational services, accounting, or a front-to-back offering, Citisoft can help you find the right service provider to help meet your long-term goals.
: As your portfolio diversity increases, you need a sophisticated data architecture to handle disparate investment vehicles, regulations, mandates, and reporting requirements. We have decades of experience advising clients on how to build scalable data models to support data across the investment lifecycle. With the right infrastructure, you can capitalize on new technologies and put actionable data in the hands of the decision makers who need it.

Practice Areas

Leverage unmatched expertise across the investment continuum.

Our consultants are industry leaders with the vision to understand where the industry is headed and the hands-on experience to help you realize your goals.

Investments Learn more

Whether your strategy includes expanding to complex multi-asset class investments or leveraging products in new geographies, our investments practice experts will help you equip your front office with the tools they need to achieve their investment goals.

Operations Learn more

From trade management to fund administration, there is no team who knows operations better. Our practice experts have a nuanced understanding of today’s operating model challenges and a unique perspective on the future of the industry.

Distribution Learn more

From understanding client needs, to designing and implementing an operating environment to support a new product strategy, we’re with you at every step. Our consulting team has unmatched distribution expertise in markets across the globe, helping you navigate distribution from fund launch to client communications.

Data Learn more

Our practice experts have leading-edge insights on data management best practices and how to best leverage your data assets. We’ll help you tap into new insights, design a data ecosystem to enable future growth, and provide practical solutions to even the most complex data challenges.