Engagement Chronology

March - April 2000 Global Technology Board
March - May 2000 International Information Technology Management
June - July 2000 Strategic Project Review
July - October 2000 Static Data Maintenance Procedure Documentation
October 2000 - February 2001 Database Management System Strategy
April 2001 Human Resources Data Analysis
May 2001 - March 2003 Asset Management Back Office Outsourcing
September 2002 - January 2003 Global Data Management Organization Design and Engagement Model
April - July 2003 Japanese Middle and Back Office Outsourcing Advisory
July 2003 - February 2004 Reduction of Technology Footprint
January - June 2004 Quantitative Equity Application Analysis
June 2004 - August 2005 Quantitative Equity Portfolio Management System Functional Requirements and Operating Model
October 2004 - January 2005 Database Platform Remediation for Japanese Regulatory Purposes
November 2004 - May 2005 Tactical Improvement Program for Investment Management System
November 2004 - May 2005 Securities Lending Data Warehouse Advisory
August 2005 - February 2006 Investment System Dependencies Management
November 2005 - December 2007 Global Investment Guidelines Compliance System, Process, and Organization Implementation
December 2007 Not-For-Profit Board Retreat Facilitation
March 2008 - August 2008 Hedge Fund Process and Data Management Analysis
April 2008 - August 2008 Fund of Hedge Funds Shared Data Strategy
March 2010 - May 2010 Project Demand Management and Resource Allocation
October 2010 Making the Case for Change Workshop
March 2011 - June 2011 Data Management Advisory for Outsourcing
June 2011 - March 2014 Portfolio Management Platform Design and Implementation
January 2012 - May 2012 Retirement Income Tool Selection
January - June 2013 Trading Lifecycle Solution Business Case
July 2013 - December 2014 Trading Lifecycle Solution Definition
December 2014 - Portfolio Investment Process Redesign