Olmstead is a trusted advisor to the investment management industry, working closely with leading asset managers, asset servicers, and technology providers (vendors). We pride ourselves on developing strong, collaborative and lasting relationships. More than 95% of our clients have repeatedly come to us for help on key initiatives. Retained engagement and client referrals have been pillars of our success for the past 25 years.

No matter the AUM or investment complexity of our clients, Olmstead provides a customized approach that supports traditional asset managers, alternative managers, and Insurance asset managers.

Representative Sample of Current & Recent Data-centric Engagements

Global Investment Manager ($50B AUM):
Data Strategy & Architecture Design for Enhanced Client Reporting & Communications

Asset Management arm of a Global Insurance provider ($150B AUM)
  • SEC Modernization Readiness Assessment
  • Investment Data Warehouse Design & Build
  • Outsourcing IBOR Implementation to STT
Global Asset Manager ($390B AUM):
Trade Hub & IBOR design, build & integration

Investment Management arm of Global Insurance Provider ($80B AUM):
Markit EDM implementation

Investment Management arm of Global Insurance Provider ($80B AUM):
Centralizing Data management, Governance and Data Quality

Global Asset Manager ($450B AUM):
Integrating the business applications of two large asset management firms

Investments & Insurance Institution ($130B AUM):
GoldenSource Pricing Master implementation

Investment arm of an Insurance Provider ($30B AUM):
Pricing Master Implementation of a vendor partner

Asset Management arm of a Global Insurance provider ($150B AUM):
SEC Modernization Data Readiness Assessment

Investments division of a Global Insurance Provider ($650B AUM):
Eagle Pace/DataMart Implementation. Engaged to formulate, design, and deploy a strategic roadmap for data to support the implementation of a data warehouse and integration with existing operational systems.

North American Pension Fund ($130B AUM):
Future State Investment & Data Architecture PMO
Asset Management arm of a Global Insurance provider ($150B AUM):
Client Outsourcing of IBOR solution to State Street

Asset Management arm of a Global Insurance provider ($150B AUM):
SEC Modernization solution design & build

Global Asset Manager ($390B AUM):
MiFID II solution design & deployment

Global Asset Manager ($240B AUM):
BiSAM Fixed Income Performance Attribution implementation

Global Asset Manager ($75B AUM):
Client Outsourcing of Alternatives Fund Operations to SS&C

Global Asset Servicing Provider onboarding a $900B AUM Global Asset Manager:
Fund Accounting Outsourcing conversion to BNYM

Quant Global Asset Manager ($40B AUM):
Advent Geneva implementation & integration

Retirement Services division of a Global Insurance Provider ($650B AUM):
Retirement Services Technology Transformation

Global Asset Manager ($450B AUM):
Longview Trading System (LineData) platform upgrade

Investments division of a Global Insurance Provider ($650B AUM):
Collateral Management Business Requirements and Vendor Selection

Global Asset Service Provider ($1.7T AUM):
Enhancing Outsourced Service Offerings
Institutional Investment Manager ($400B AUM):
Facilitate the POC for Seismic assessment

Global Investment Manager ($50B AUM):
Client Reporting & Communications Digital Strategy & Architecture design

Global Asset Manager ($390B AUM):
CORIC Client Reporting implementation CORIC Client Reporting implementation supporting the institutional equity and fixed income business

Asset Management arm of a Global Insurance provider ($400B AUM):
Vermilion Client Reporting implementation

Service Provider arm of Global Banking and Investment Management institution:
Client Onboarding for ‘Data as a Service’ provider

Global Asset Service Provider ($1.7T AUM):
Performance Solution integration into Digital Client Servicing platform

Global Investment Manager ($70B AUM):
Client Reporting Implementation of Vermilion


Service providers are an increasingly critical path to remaining nimble in the market and optimizing your use of technology assets. Olmstead works with our clients to establish the appropriate mix of design, process, and people to ensure strong application user support, facilitate vendor oversight processes, and create real partnerships that have tangible benefits. Our engagements accelerate implementation, reduce cost & risk, and facilitate the creation of new products and services, leading to a better ROI and increase in sales for our clients. 

Olmstead takes an independent, objective, and agnostic view of the vendor landscape to provide our clients with deep-dive system evaluations and selection engagements. And because it is our responsibility to remain on top of the most up to date functionality and applications, Olmstead has maintained collaborative relationships with the vendor community.

Our vendor systems expertise includes knowledge and experience in evaluating and implementing the leading best of breed and integrated solutions in the industry:
  • Midde Office / Outsourcing / Asset Servicing
  • Data Warehouse / Managed Data Services / MDM / Governance 
  • Client Reporting / Fact Sheets / Pitchbooks / Sales Enablement
  • Performance Measurement / Risk / Analytics
  • Portfolio Management / Trade Order Management / Compliance
  • Investment Accounting

Olmstead is the Implementation Certified data and consulting partner of Seismic, the recognized leader in sales and marketing enablement. In support of Seismic implementations for asset management clients, Olmstead has developed tools and an approach that significantly accelerates implementation, resulting in increased ROI and scalability. Refined from over 10 years of managing client communication solution evaluations and implementations, Olmstead has created best practices around implementation playbooks, distribution data models, APIs, and Data Readiness assessments.

For more information on the Olmstead & Seismic Partnership and to learn now Olmstead helps firms optimize Sales Enablement and Client Communications implementations, click here
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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