Global Target Operating Model Design

Evaluation and re-definition of front-to-back operating model across 10 locations

Client Challenges

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 Approach

  • 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

Client Benefits

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.

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Client Types

Global Asset Manager

Sponsor

Chief Investment Officer

Functions

Front-to-back

Geographical Scope

Global

Fund Types

All