Olmstead has developed and matured a unique, data-centric approach that provides the optimal results for our clients and the industry. By putting data front and center and viewing it through the eyes of your consumers, Olmstead’s approach and tools enable higher quality project execution and broader and more lasting enterprise impact.

Our data-centric principles and methodologies include:
  • Focusing on the data early and often as a part of every project
  • Looking at data through the internal and external consumer’s eyes
  • Prioritizing data based on enterprise risk and value
We support our clients with a ‘fit for purpose’ approach and capitalize on the deep industry, data, process, and technology experience of our consultants.

Through our Strategic Advisory consulting, Olmstead works with our clients to provide a full range of strategic planning solutions, including:
  • Target Operating Models
  • Data, Business, & IT Architecture design
  • Data Strategy / Governance
  • Solution Evaluation & Selection
  • Workflow re-design
  • Outsourcing & Middle Office Strategy
  • Client Service Model optimization
As part of our integrated Consulting Services, Olmstead offers Implementation and delivery solutions to best meet client resource needs to better enable the client initiative and deploy needed subject matter expertise across our delivery spectrum.
  • Program Management
  • Project Management
  • Business & Data Analysis
  • System-specific Design & Implementation
Our Strategic Mission

Olmstead focuses on solving 2 key industry challenges:

Operational Alpha: Transforming outdated investment operations, operating models, and technology stacks to support the investment manager’s growth and profitability goals

Differentiated Client Experience: Creating integrated sales and service models to elevate client engagement and optimize the client experience

Olmstead Data Readiness

The Olmstead Data Readiness (ODR) framework is a multi-component implementation toolset that is integrated into project plans and approaches at the outset, ensuring data and the data operating model are strategically considered from the beginning to the end of a project.

Our Data-centric approach, inclusive of the ODR framework, helps to:
  • Minimize implementation risk by identifying data challenges early
  • Add broader value by fostering a data culture, breaking down walls, and advancing data governance
  • Establish a platform for incremental growth that can support new asset classes, products, and distribution channels

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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