Case Studies
FactSet
Case Study
Optimizing the processes surrounding your FactSet data is key to achieving scalability, agility, and business intelligence goals. Olmstead has identified several key strategies that allow asset managers to achieve these goals.
Distribution Architecture Case Study
We transformed our client’s distribution architecture to maximize their ROI with a data-driven approach. By combining the needs of the business with technological and data best practices, we helped our client achieve their business and data goals.
FRONT TO BACK CASE STUDY
A Global Asset Manager was faced with a decision to replace their aging accounting platform or outsource their investment operations functions. They engaged Olmstead to lead an assessment of their current operating environment, data strategy, and technology architecture to inform a transformation strategy.
Asset Allocator CASE STUDY
Olmstead was engaged by an OCIO firm (Outsourced Chief Investment Officer) to assess their fragmented operating model which supported their investment teams via manual and offline processes. As an OCIO, this firm is primarily an asset allocator, managing fund-of-fund portfolios in both discretionary and advisory capacities, so there were unique needs and challenges.
Integrated Data Hub Case Study
An IDH (integrated data hub) is a pivotal part of a platform for growth. While many firms have an IDH or data warehouse, using them as platforms for strategic growth has not been an industry priority until recently. Olmstead conceived, built, and designed an IDH with strategic growth at the helm, and years later continues to pay dividends to the firm.