Representative Engagements
Strategic Investment Systems Planning
InvestTech developed a multi-year Strategic Investment System Plan for this $130 billion AUM asset manager. The plan incorporated the organization’s future business plans and strategic direction, industry change drivers, IT and organizational resources while leveraging the firm’s distinctive competencies.
Investment Systems Evaluation and Implementation
Successfully implemented an industry-leading trade order management, portfolio modeling and pre-trade compliance system for a $60 billion institutional investment management firm. more...
Portfolio Systems Evaluation and Implementation
Completed a Portfolio Accounting System and investment repository data selection, performance and private equity system selection for a state public pension fund. Expedited the strategic planning and systems selection phases and managed the implementation of the entire suite over an 18 month project timeline. more...
Workflow Analysis/Operations Review
Re-engineered trade processes and investment operations for a leading investment management firm with the goal to streamline, simplify and further automate operations within the scope of industry best practices. Re-designed investment information flow and trade processes developed to ease capacity constraints, reduce operational risk issues, improve cost factors and facilitate greater business controls. more...