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 align 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 Toolkit:
Investment operations leaders have 5 core tools to transform outdated investment operations, operating models, and tech stacks in support of their firm’s growth and profitability goals.

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.
Operational Transformation Toolkit:
Investment operations leaders have 5 core tools to transform outdated investment operations, operating models, and tech stacks in support of their firm’s growth and profitability goals.

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

"Olmstead has also 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."
- How do we become more nimble and deliver operational alpha?
- What is our sourcing strategy?
- What emerging technologies should we be considering (RPA, AI, machine learning, Blockchain)?
- What does digitization mean to us?
- How can we transform when we can barely keep up operationally?
- Can asset servicing providers truly provide value-added data and analytics?
Asset Management arm of a Global Insurance provider: SEC Modernization solution design & build
Global Asset Servicing Provider onboarding a Global Asset Manager: Fund Accounting outsourcing conversion
Asset Management arm of a Global Insurance provider: Client outsourcing of IBOR solution
RECENT BLOG POSTS
Navigating Your Path to Transformation
The Single Platform: Next Logical Evolution for Asset Managers?
The Race is on: Acquisitions and the Evolving System and Service Landscape
MEET OUR TEAM
Neal Chansky - Managing Director, Investment Operations
Michael DiScipio - Managing Director, Investment Operations
