Case Studies

Our innovative approach allows us to support our clients’ unique needs in effective, practical and creative ways. Read about the real-world results our clients have achieved from partnering with us.

Taking a Huge Risk How finding and fixing a broken market led to wealth management’s first truly global, integrated technology platform
The CIT Route to a U.S. Retirement Plan Business A large investment manager deploying a CIT needs expertise, technology and infrastructure
Cutting Through the Bank Debt Processing Jungle A multi-strategy hedge fund manager expands into a new vehicle, and faces operational headaches
Creating the Framework for GIPs Compliance A growing global equity manager needs the technology and expertise to demonstrate compliance GIPS
Fast-Tracking Launch of an OTC Derivatives Operation A large provider of commercial real estate financing solutions hedges risks for a new venture
Taming the Complexities of Daily Hedge Fund Reporting An independent hedge fund manager reaches the limits of its operating infrastructure