Global OCIO Operating Model and Outsourcing Assessment

The client was seeking a consulting firm with deep expertise in operating model design who could assess their fragmented operating model which supported their investment teams via manual and offline processes, to produce a strategy toward outsourcing their middle office functions. Olmstead was engaged to design a vision for a strategic operating model that enables focus on core business, positioning the firm for scaling their client base. Olmstead guided the client through evaluating opportunities for outsourcing Middle Office, including transaction execution, cash processing, and IBOR reporting, as well as new opportunities for Back Office services.