Strategic Planning – collaborating with clients to develop business, technology, and acquisition strategies that can be translated into real world solutions.  To illustrate:

Olmstead developed 3+ year roadmap to completely overhaul application and data architecture with a mix of strategic initiatives and quick wins across the front, middle, and back office for this investment manager who was growing rapidly, largely through its global asset allocation products.

Evaluation Services - assessing build versus buy, outsource versus in-house versus SaaS and providing efficient analysis of solutions through thoughtful requirements building, rapid short listing, and insightful proof-of-concepts.  To illustrate:

Olmstead was engaged by the outsourced service provider to work with the insurance company to design, build and test the interfaces between the insurance company's data warehouse and accounting platform and the outsourced service provider. As part of this process, we created data definitions and mappings to facilitate the onboarding of future insurance GA accounts.

Program Management - help clients manage and drive large, complex initiatives, bringing effective and actionable reporting, communications, issues identification, risk management and change control processes.  To illustrate:

Olmstead was engaged to lead an enterprise data management program for the Asset Management group of a large global insurance company. The scope of the initiative includes defining a data management roadmap, data architecture, data governance and stewardship, data warehousing and availability and information delivery (reporting, querying, other).

"The Olmstead team was integral to the success of our complex acquisition integration. We simply do not meet our aggressive timeframes without their strategic guidance, industry knowledge, and roll-up the sleeves approach. I only wish we had engaged Olmstead earlier in the process."
- Head of Business Architecture,

Mutual Insurance/Retirement services Recordkeeping Company
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.
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185 Devonshire St, Boston, MA 02110