Management Consultants to the Investment Industry

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Management Consultants to the Investment Management Industry

 
  • InsideOps: When to Replace a Vendor

    Replacing an external service provider can be extremely costly and time consuming. As such, the decision making process should not be taken lightly. Asking the right questions of your company and current partner can help ensure the right decision is reached and open the door to a new, valuable long term investment.

  • InsideOps: Transitioning to a Risk Based Oversight Model

    After completing the outsourcing of a process to a service provider, it may seem prudent to fully replicate the outsourced process to minimize risk and ensure accuracy. However, this decision could be costly and prevent the realization of all intended benefits from the original decision to outsource. This edition of InsideOps describes the steps that should be taken to transition to the preferred alternative of a risk based oversight model.  

  • InsideOps: Sub-advisor Oversight

    Sub-advisory relationships are on the rise. This edition of InsideOps provides critical insights on how to best manage these relationships from multiple perspectives. Development of a strong oversight model will ensure mandates yield maximum results within their given parameters. 

  • InsideOps: Selecting an ETF Service Provider

    Part I of a 3 Part Series on Vendor Relationship Management: Replacing an external service provider can be extremely costly and time consuming. As such, the decision making process should not be taken lightly. Asking the right questions of your company and current partner can help ensure the right decision is reached and open the door to a new, valuable long term investment. 

  • The Coming of Age of the Investment Book of Record (IBOR)

    Trends such as multi-managed products and strategies, global diversification, product expansion, increased regulation and the need to monitor risk has placed a priority on a solution which provides a firm-wide, same day view of all assets under management. One viable solution to this challenge is an Investment Book of Record (IBOR). 

 

Beacon Consulting Group is a trusted advisor to global financial and investment firms seeking to achieve and sustain a competitive edge.  We provide practical insights that reflect decades of hands-on experience driving change across business and technology.