TRANSFORMING ASSET MANAGERS
WITH DATA-CENTRIC SOLUTIONS
High quality data leads
to high quality decisions
Strategic approach. Pragmatic execution.
Our View
Olmstead delivers value through our asset management industry subject matter experts and powerful project accelerators.
1.
Current operating models and architectures too often are strategy inhibitors
2.
A modern data platform is the engine for agility, growth, and innovation
3.
Powerful transformation tools have emerged and should be exploited
Asset Management Consulting Practices
Data Management
Enhance your asset management firm’s decision-making, risk identification, and overall efficiency by improving your data capabilities.
Investment Operations
Achieve operational alpha through transforming outdated operating models and technology stacks to support your asset management firm’s growth and profitability goals.
Client Experience
Align sales, servicing, and marketing teams to create a strategic roadmap that evolves your digital distribution model.
Learn how to become an agile asset manager.
Success Stories
Data Management
- Enterprise Data Platform Strategy & Implementation
- Investment Data Hub Implementation
- Enterprise Data Governance Program
Investment Operations
- Operating Model and Outsourcing Strategic Assessment
- OMS Vendor Selection and Implementation
- Strategic Assessment of Outsourcing vs. Technology Replacement
Client Experience
- Sales Enablement and Client Reporting Platform Consolidation
- Distribution Architecture Plan & Implementation
- Client, Account, & Portfolio Master Strategy
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Olmstead Insights
In the wake of the tumultuous post-COVID years, it’s not surprising that many asset managers are eager to migrate to a service provider’s robust operating model and...
An effective client segmentation strategy will enable sales and marketing teams to provide the most valuable clients with an optimal client experience while improving...
Asset managers hire top talent and want to get the most out of them. To do that, they need to be given the...
Olmstead is an asset management consulting firm based in the United States helping clients make informed, data-driven business and investment decisions. From optimizing operating models, to enterprise data warehouse implementations, to digital transformation of fund reporting and distribution, our consultants have the unique expertise to help your asset management firm execute its strategy.
Reach out today to learn more about our asset management consulting services.