Data management

Recognizing that data is the lifeblood of the asset manager, Olmstead has developed and has been successfully leveraging our Data-Centric principles, tools, and methodologies.

Investment Operations

Operational Alpha: Transforming outdated operating models and technology stacks to support the investment manager’s growth and profitability goals

Client Experience

Differentiated Client Experience: Creating integrated sales, marketing and service models and architectures to optimize the prospect/client experience

Success Stories

Data Management
  • Data strategy & architecture design
  • Centralizing data management: governance & data quality
  • Investment data hub design & build
Investment Operations
  • Client outsourcing of IBOR solution
  • Fund accounting outsourcing conversion
  • SEC Modernization solution: design & build
Client Engagement
  • Client reporting & communications; digital strategy & architecture design
  • Client reporting implementation
  • Digital client servicing platform integration
Olmstead Associates is a leading specialized consulting firm to the investment management industry. For over 20 years, Olmstead has provided consulting expertise to help investment managers plan for, select, and implement solutions. Our Operations, Technology, and Data experts, proven methodologies, and leading edge tools help inform our clients to make better decisions and lower project risk.
Contact Us
185 Devonshire St, Boston, MA 02110