We can help with any aspect of system evaluation from planning, initial shortlist, requirements gathering, demos, RFP, PoC, test cases, and engaging with the vendors.
Partnering with us for systems implementations will save you time, money and headaches. We are highly experienced in large scale systems implementations covering definition studies, resource planning, project structure and governance, data requirements, creative solutions to problems, assessing skill and data gaps, and all technical aspects of how systems work and the expected problems.
Quantifying the effectiveness of decision making is incredibly important to improve investment outcomes. Our experience in building bespoke attribution models covers all asset classes, derivative overlays, currency management & implementation, and the challenges of combining listed and unlisted assets. We have the expertise to build and implement bespoke attribution models bring accountability to and improve investment decision making.
Tax efficient investing is very important to the final member/client outcome. If tax efficiency is not being thought about and measured than the investment process is not truly in the best interests of the member/client. Many things impact Tax Efficiency including turnover, dividend yields/franking, use of derivatives vs physical investments, and impact of tax accruals on true asset allocation. We can measure and assess tax efficiency to improve decision making.
When mistakes happen it is important to ensure the compensation calculation is robust with assumptions fully understood. The model should assess the individual member level, incorporate switching, and incorporate missed returns. The complexity of the model should be proportionate to the size of the error.
Benchmarking shapes the decisions being made. Being good vs a bad benchmark is nothing to celebrate. The benchmark decision can be more important than the investment decision in terms of final member/client outcome.
The risk of not complying with new regulation can cause unrepairable reputational harm. We can perform a review of compliance with current regulation or gap analysis for new regulation. Our expertise is specifically around investment performance and risk regulation, e.g. SPS 530, the SIS act, YFYS, SRS 533, SRS 550, and SRS 705.
The right people, systems, and structure is an evolving process that is critical to ensuring a function is fit for purpose and will support the organisation into the future. We can review or design operating models or assess components of an operating model.
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