Investment Operations

The asset management industry continues to change, forcing firms to rapidly transform their operational efficiency, portfolio management capabilities, and distribution support.

Asset Managers are focusing on operational agility to respond to these challenges. Customizing the operating models and technology solutions creates nimble platforms that enable strategic growth. Central to this strategy is the need for a data-centric operating model, where data is real-time, reliable, and ready for use across the firm.

Our Investment Operations team helps you transform your operating model to propel your business strategy. We support front-to-back transformations for both traditional asset managers and firms managing alternative investments, such as OCIOs and institutional asset owners.

Hear about the difference between outsourcing success and failure.

Investment Operations Consulting Services

Front to Back Assessment

Holistically review and analyze the design, alignment, and effectiveness of the front, middle, and back offices of your organization.

Outsourcing & Vendor Solution Analysis

Weigh the benefits of outsourcing functions to a service provider vs. executing an internal reorganization and leveraging vendor solutions. Find out how complex, manual processes & asset classes can be serviced and automated.

Target Operating Model Assessment

Assess and design your target operating model and roadmap toward your business transformation to increase efficiency, reduce operational risk, and better support your investment team.

Due Diligence

Lead activities from RFP through Proof of Concept to deeply assess vendors or service providers to guide your investment firm in the selection of a partner.

Operational Re-Engineering

Optimize your operating model by implementing improvements to the structure of internal teams, the tasks they perform, and how they interface with and oversee any service providers and vendors.

Delivery & Implementation

Execute activities to reorganize your operating model and/or convert to a service provider or vendor solution.

Alternative Asset Servicing

Achieving operational excellence is paramount for success when managing the manual nature of alternative investments. Our Olmstead team is uniquely positioned to facilitate your transformation journey by identifying optimal utilization of streamlined processes, cutting-edge technology, and outsourcing solutions to elevate service delivery and support your investment strategy.

Featured Insights

Beyond Due Diligence – Resourcing For a Successful Implementation 

by | Apr 12, 2024 | Investment Operations | 0 Comments

The process of selecting a strategic platform has concluded, the vendor contract is in the final stages, and the organization is aligned around the target operating...

What is Driving OMS Rationalization?

by | Apr 12, 2024 | Investment Operations | 0 Comments

The push for OMS rationalization is no longer confined to the Front Office. As asset managers seek to streamline operations, the focus has shifted towards a holistic...

Revolutionizing Alternative Asset Processing: A Look at Modern Solutions

by | Feb 6, 2024 | Investment Operations | 0 Comments

As investments in alternative assets have grown over the years, the unscalable manual processes involved in administering this asset class have become unsustainable....

graph of data master data management governance

Data Darwinism:  Evolution of Master Data Management

by | Sep 13, 2023 | Client Experience,Data Management,Investment Operations | 0 Comments

In the wake of the COVID-19 pandemic, the asset management industry experienced a seismic shift. Firms were forced to discard traditional sales methods like...

Evolving Op Models: Driving OMS Rationalization

by | Jul 11, 2023 | Investment Operations | 0 Comments

Managing the investment lifecycle is becoming increasingly complex for asset managers. Many are realizing that their existing operating models must evolve to remain...

person analyzing due diligence

Accelerating Outsourcing Due Diligence: Fast Pass or Fiasco?

by | Jun 7, 2023 | blog-homepage,Investment Operations | 0 Comments

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...

NAV Errors on the Rise: Why Oversight Matters More Than Ever

by | Jun 1, 2023 | Investment Operations | 0 Comments

Ignites recently reported that the number of asset managers reporting net asset value errors increased by 29% in 2022 compared to 2021, with 129 of those funds...

Business Transformation – Don’t Drop the Data Ball!

by | May 10, 2023 | Investment Operations | 0 Comments

While middle office transformation remains a priority for asset managers, many are realizing that there is a direct correlation between success and their data...

Beyond RFPs: Why Comprehensive Due Diligence is Critical

by | Apr 27, 2023 | Investment Operations | 0 Comments

Performing robust due diligence when searching for an outsourcing partner may someday go from a best practice to a regulatory requirement. This past...

Client Success Stories