Helping our client deliver a consistent view of client level flows and holdings at strategy and fund level
The client was a large global asset manager with a disparate front-to-back operating model, looking to define a new target operating model.
The client also needed help to define a strategy for moving to a common global model for middle office functions to enhance investment capabilities and create a scalable platform for meeting its growth ambitions.
- Alpha led the initiation of the programme, accelerating the process by defining an early global target operating model view based on the current state
- Alpha led the global target operating model phase and provided a proposal for re-engineering of middle and back office processes to support clear segregation of duties in line with market best practice
- Alpha created a roadmap and mobilisation plan to help the client to move rapidly into implementation
Alpha’s knowledge of the industry, deep understanding of key vendors’ strengths and weaknesses, and familiarity of designing global target operating models meant design decisions were well informed. Improvements and standardisation in the target operating model provided opportunities for savings and efficiencies in fund performance, enhanced investment capabilities, and reduced operational risk.