Global Asset Manager Fund Treasury Transformation

The client’s existing Fund Treasury operating model had been strained over time due to product growth and increasing complexity. This coupled with an underinvestment in technology, process inefficiencies, and key-person risk elevated the need to rationalize the existing environment and transform to address existing and future demand. Olmstead assessed the current operating model and identified opportunities for transformation to meet business objectives; including technology, data optimization, outsourcing, and organizational alignment, and produced a roadmap to guide the client in their Fund Treasury transformation.