Clients and Engagements

Complete engagement chronology

We have provided consulting services to:

Canada Pension Plan Investment Board

Barclays Global Investors

Kinecta Federal Credit Union

Credit Suisse Asset Management

SSB Citi Asset Management

Man Investments (in collaboration with Cutter Associates)

Vyas Capital Management

Jewish Stickers, L.L.C.

Cogan and Company


Tompkins County (New York) Public Library Foundation


Engagements we have performed include:

Change Implementation

Portfolio Investment Process Redesign

Portfolio Management Platform Design and Implementation

Global Investment Guidelines Compliance System, Process, and Organization Implementation

Asset Management Back Office Outsourcing

Static Data Maintenance Procedure Documentation

Database Platform Remediation for Japanese Regulatory Purposes

Investment System Dependencies Management

Management Advisory

Trading Lifecycle Solution Business Case

Data Management Advisory for Outsourcing

Project Demand Management and Resource Allocation

Reduction of Technology Footprint

Global Data Management Organization Design and Engagement Model

Securities Lending Strategic Project Review

Global Technology Board

International Information Technology Management

Database Management System Strategy

Japanese Middle and Back Office Outsourcing Advisory

Securities Lending Data Warehouse Advisory

Business Process Analysis and Design

Trading Lifecycle Solution Definition

Global Investment Guidelines Compliance System, Process, and Organization Implementation

Quantitative Equity Application Analysis

Quantitative Equity Portfolio Management System Functional Requirements and Operating Model

Fund of Hedge Funds Shared Data Strategy

Hedge Fund Process and Data Management Analysis

Retirement Tool Selection

Human Resources Data Analysis

Tactical Improvement Program for Investment Management System

Meeting and Retreat Facilitation

Not-For-Profit Board Retreat Facilitation