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OUR SERVICES

Our unique blend of expertise and industry experience makes us a trusted copilot for our clients

01.

OPERATIONAL DUE DILIGENCE

We have unrivalled experience in providing Operational Due Diligence ("ODD") solutions.

 

Our market-leading ODD framework incorporates industry and global best practices to ensure new and emerging risks are addressed in an increasingly complex investment landscape.

02.

TARGET OPERATING MODEL

We partner with our clients in identifying high priority initiatives and the co-creation of a blueprint for their own transformation.

 

Our industry experience and insights complement to operationalise and increase the likelihood of transformation success.    

03.

ESG AND RESPONSIBLE INVESTMENT

We provide extensive support to clients in navigating rapidly evolving, ESG-driven demands.

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We help our clients define their approach to ESG, manage ESG risks and opportunities and compliance with regulatory reporting.

04.

SYSTEM SELECTION AND IMPLEMENTATION

We evaluate our clients' needs and provide a comprehensive framework to help navigate the vendor landscape.

Our selection approach ensures that the right enabling systems are identified and implemented to meet the business needs.

05.

REGULATORY COMPLIANCE AND RISK

In an increasingly complex regulatory and operating environment, we help to shape clients compliance vision and strategy to modernise the compliance function through analytics, better integration and to become more strategic.

06.

INVESTMENT PROCESS REVIEWS & PERFORMANCE VERIFICATION

We work with clients to independently review their investment products and processes, including analysing the market opportunity, investment philosophy and strategy, portfolio construction, rebalancing and approval processes.

 

We also perform GIPS pre-compliance verification gap analysis.

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We are not just passionate subject matter experts.
We are passionate in accelerating your vision.
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