The asset management industry continues to undergo secular change driving the need for firms to rapidly transform their operational efficiency, portfolio management capabilities, and distribution support.
In response to these challenges, asset managers are focusing on operational agility; customized operating models and technology solutions that result in a more cost efficient and nimble platform that strategically aligns the firm for future growth. Embedded in the strategy is the need for data to be real-time, reliable, integrated and be a leverageable asset across the firm.
Operational Transformation Levers:
Investment operations leaders have core levers to transform outdated investment operations, operating models, and tech stacks in support of their firm’s growth and profitability goals.
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Olmstead believes that asset managers who embrace today's challenges can design a 'fit for purpose' operating model that is agile, cost-effective, and structurally designed as a strategic platform for growth. We provide clients with current insight and pragmatic advice for outsourcing decisions, service provider selections, and introduction of new technologies. Data is always a focal point of transformation, a strategic asset and a competitive advantage.
Olmstead leverages a unique, data-centric set of tools to capture the needs of the users, transformers, and consumers of data across a firm. This approach enables an asset manager, at the very outset of a project, to fully comprehend the current and future data needs across the firm. This insight enables a firm to customize a transformational operating model that is aligned to their business strategy and can be implemented on time and on budget.
In response to these challenges, asset managers are focusing on operational agility; customized operating models and technology solutions that result in a more cost efficient and nimble platform that strategically aligns the firm for future growth. Embedded in the strategy is the need for data to be real-time, reliable, integrated and be a leverageable asset across the firm.
Operational Transformation Levers:
Investment operations leaders have core levers to transform outdated investment operations, operating models, and tech stacks in support of their firm’s growth and profitability goals.
.png)
Olmstead believes that asset managers who embrace today's challenges can design a 'fit for purpose' operating model that is agile, cost-effective, and structurally designed as a strategic platform for growth. We provide clients with current insight and pragmatic advice for outsourcing decisions, service provider selections, and introduction of new technologies. Data is always a focal point of transformation, a strategic asset and a competitive advantage.
Olmstead leverages a unique, data-centric set of tools to capture the needs of the users, transformers, and consumers of data across a firm. This approach enables an asset manager, at the very outset of a project, to fully comprehend the current and future data needs across the firm. This insight enables a firm to customize a transformational operating model that is aligned to their business strategy and can be implemented on time and on budget.
How can Olmstead help?
Operating Model Assessment
Outsourcing & Solutioning Analysis
Vendor Selection, Evaluation, and Implementation
Regulatory Reporting

The #1 question on a COO’s mind: "How are we positioned to respond to the ever-increasing number of industry demands?" Today’s industry challenges require an asset manager to have an operating model that has the agility to solve for rapidly evolving business needs. Olmstead’s Operational Agility Review study will quickly provide a broad-based view of your organization’s strengths and challenges in flexing the operating model to address future demands that inevitably, and often unpredictably, will head your way.
For more information on OAR, click here.
For more information on OAR, click here.
"Olmstead has helped us strategically transform our operating model in the process with an Investment Data Hub and an outsourced IBOR solution. Their ability to drive value creation, foster key decisions, and hit milestones has been impressive."
- CFO of Funds, Global Asset Manager
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RECENT BLOG POSTS
Embarking on Operational Transformation…Wait, how’s Your Data?
Chicken or the Egg? Sequencing Front-to-Back Transformation to Maximize Value
The Single Platform: Next Logical Evolution for Asset Managers?
Data Management – the 4th wave of outsourcing
Agility Scale: Is My Organization Prepared for Change?
Service Provider RFP: More Than a Cost Play
Evolving Trends in Service Provider Oversight
Bringing Investment Management In-House: Know Before You Go!
Aging Op Models: Don’t Let Yours Become Obsolete
MEET OUR LEADERS
Michael DiScipio - Head of Operational Agility practice
Joe DeRice – Director, Investment Operations
Sara Cheng - Manager, Investment Operations
Dawn Pischetola - Manager, Investment Operations
Elaine Cabuang - Senior Consultant
Ed Selker - Senior Manager
