PROJECTS

Please find a list of sample projects below to document the different type of projects we were working on in our past.

PROJECT Strategic Market Review
 

For an international asset manager we have performed a Strategic Market Review to analyse how to increase the penetration rate of single markets and to valuate which new markets would be promising to enter.

Based on this strategic projects we implemented new services and products for institutional and wholesale investors

PROJECT Implementation of new regulations
 

For an international asset manager we implemented new regulations, e.g. FATCA, DODD FRANCK, EMIR, MIFID II, AEI/CRS. This included gap analysis and implementation of the gap closing projects.

PROJECT Implementation of SALESFORCE

 

For an international investment manager we have implemented salesforce.com as central CRM system for wholesale and institutional asset management.

PROJECT Global Reporting Platform
 

For institutional and wholesale asset management we have implemented a new reporting platform to consolidate risk, performance, transactions, positions and attributions data to provide state-of-the-art reportings in more than 40 countries worldwide.