Strategic Assessment

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Gain a 360-degree view of your business.

Whether you need a full evaluation of your technology architecture or a quick look at operational processes, our proven strategic assessment framework will take you turn by turn with minimal business impact.

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: Building a long-term strategy requires a careful balance between project focus and BAU. Our consultants will help guide the way by collaborating closely with stakeholders while helping your team maintain seamless operations.
: Peer intelligence is key to understanding how your current state maps to the market. From operations to architecture, we’ll help you glean key insights on what works for others (and what doesn’t) throughout your project.
: Our proven frameworks set the stage by establishing project governance and defining your project approach. From there, we will conduct a thorough assessment of your processes and systems architecture to define your current state.
: Gaining buy-in from senior leaders is critical to project success. Our consulting team has unmatched experience serving in senior leadership positions, enabling us to communicate effectively with an executive audience.

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 one 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.