Industry Insights

Driving Operational Agility into Investment Operations


The investment management industry will look very different 5 years from now; evolving the traditional front, middle, and back office operating models is imperative to a successful transformation.

To request the Point of View, please enter your name and email address:

Name:
Email:
 


Client Experience & Engagement for Investment Managers


The Investment Management industry is increasing its spend on sales, marketing, and client servicing, but too often the solutions are being assessed and implemented in a siloed manner without an end-to-end client perspective. 

To request the Point of View, please enter your name and email address:

Name:
Email:
 


How To Engage Business Stakeholders In Data Management


The investment management industry has had mixed results taking a top down approach towards its strategic data management initiatives.  Engaging the business stakeholders is a critical success factor, and converting them into advocates and enablers of your data initiatives is easier said than done.  

To request the Point of View, please enter your name and email address:

Name:
Email:
 


Olmstead Data Centric Approach for Operational Agility


 Investment managers must raise their Operational Agility to become an enabler, not inhibitor, of corporate strategy.  Olmstead's Data Readiness Framework helps to minimize implementation risks, add broader value, and establish a platform for growth.



To request the Point of View, please enter your name and email address:

Name:
Email:
 


Introducing Agile into a Waterfall Culture


Focus on driving efficiency and speed into development processes is leading firms to flock towards Agile processes.  For firms that have historically operated using waterfall methodology the change is siginficant and requires much more than new tools and processes to ensure success.  

To request the Point of View, please enter your name and email address:

Name:
Email:
 


Business Architecture - Case Study


Firms are embarking on massive technology and operational redesigns without so much as a map.  A relatively small investment in business and technology architecture modelling is a wise investment and provides a blueprint from which to launch change.

To request the Point of View, please enter your name and email address:

Name:
Email:
 


Olmstead Survey - Institutional Client Onboarding


The Institutional Client Onboarding Process is receiving some well-deserved and in many cases much needed spend to address people, document management and workflow deficiencies.  In this survey, we explored the current state of client onboarding, impact on clients and perspectives on the growing regulatory scrutiny that is being focused on this area of the business.  

To request the Point of View, please enter your name and email address:

Name:
Email:
 


The Institutional Servicing Model - Reimagined


The Institutional Client Servicing Model is broken as a myriad of poorly integrated applications and processes contribute to slow and error prone interactions with top tier clients.  In this Insight we offer four business imperatives that will allow your firm to rethink and remake your Institutional Client Services organization.

To request the Point of View, please enter your name and email address:

Name:
Email:
 


Client Reporting: At the forefront of your client relationship


Buy-side firms are under increasing pressure to elevate client experiences by maturing their reporting capabilities. The growing demand for more transparency, earlier insights, and greater customization has introduced significant operational burden and cost.

To request the Point of View, please enter your name and email address:

Name:
Email: