We are a Canadian Consulting Company specializing in the asset management space, both on the buy and sell sides. We are equally capable in consulting with pension funds as well as investment banks.
With over 35 years experience in risk, operations, crisis management and business resilience among other things, at various levels including executive. It is not only through academic learning, but also through grounded experiences that we are able to offer valuable advice and work with you to implement them. When we “write it” it also means that we can/will get it done! Our strong ethic dictates that we are not done until our Clients are.
We do not take business issues superficially and thoroughly research, analyze and discuss them, before rendering potential solutions. We believe in supporting teams and will always be an ally in pushing forward and upward. We believe in expressing value added independent advice in a professional manner and only seek to engage in such environments.
Most recently we assisted in implementing one pension fund’s first investment pool as well as articulated a program for the management of third party vendors.
We focus our efforts on the asset management space on both the buy and sell sides. Our expertise is in the following areas:
Operational process analyses and re-engineering + implementation, including working with technology vendors, to automate manual processes as necessary.
Custodial and Fund Administration selection, RFP/RFQ.
Implementation of custodial and fund administration solutions and agents.
Implementation of new investment pools and third party vendor management policies and programs.
Driving business performance and efficiency through suitable metrics (KPI’s).
Negotiating cost efficient service level agreements including custodial agreements with vendors and suppliers.
Implementing policies and procedures around new products and variants.
Implementing policies and processes around valuation of standard to complex structured derivatives.
Assisting in the selection and implementation of trading, derivatives and operational systems including OMS/EMS.
Improving crisis management and business continuity planning including vendors & logistics.
Optimizing policies & processes around operational due diligence on hedge or other funds.