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Case Study: How White Label Simplified and Diversified Investment Offerings to Plan Participants A switch to discretionary investment management led to big participant outcome improvements
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No Problem Too Difficult One of the biggest government settlements in American history: a multi-billion-dollar payout to hundreds of thousands of Native Americans
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The Pressure Was On How two huge banks partnered with us to navigate an incredibly complex merger.
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Whatever It Takes Overcoming the obstacles of early adoption to make a transformative move.
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Moving Faster Than Fast Pulling out all the stops for a client with an aggressive growth strategy.
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Accountable to Deliver How outsourcing the back office helps clients maintain their current success while simultaneously positioning them for future growth
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Taking a Huge Risk How finding and fixing a broken market led to wealth management’s first truly global, integrated technology platform
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The CIT Route to a U.S. Retirement Plan Business A large investment manager deploying a CIT needs expertise, technology and infrastructure
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Cutting Through the Bank Debt Processing Jungle A multi-strategy hedge fund manager expands into a new vehicle, and faces operational headaches
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Creating the Framework for GIPs Compliance A growing global equity manager needs the technology and expertise to demonstrate compliance GIPS
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Fast-Tracking Launch of an OTC Derivatives Operation A large provider of commercial real estate financing solutions hedges risks for a new venture
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Taming the Complexities of Daily Hedge Fund Reporting An independent hedge fund manager reaches the limits of its operating infrastructure
