Challenge
Scaling technology & operations
As a growing, global corporate and structured credit specialist, this company faced multiple acquisitions, redesigned their investment strategy to launch new products and funds, and took the firm public. But as the firm grew, so did its complexity. Multiple, disparate systems, manual processes, and inconsistent reporting defined the firm’s operating environment and hindered its ability to scale and expand globally. They needed a strategic partner to provide deep domain and technical expertise to help fuel its global growth.
Solution
Strategic advisor & solutions
ThoughtFocus applied its domain expertise to streamline and integrate systems, processes, and data workflows across this company's complex business environment. Through custom technology solutions, ThoughtFocus delivered scalable, seamless, front-toback integration of processes across orders, trade & cash settlements and reconciliations, and portfolio accounting solutions. ThoughtFocus developed a centralized data repository, providing the business insights needed to scale operations and propel global expansion. By applying their extensive domain experience and expertise, ThoughtFocus became their trusted voice.
Results
5X
Growth in AUM
300+
Institutional Investor Experience
Geographical Expansion Into Global Markets
Reduced Development Cycle Time For Scalable Custom Solution
As a trusted, strategic advisor, ThoughtFocus supported the growing complexity this institution's investment strategy, resulting in a more productive investment rate of return.
Timeline
2014
ThoughtFocus initiated partnership , providing domain and technology expertise and consultation to streamline systems and processes.
2016
ThoughtFocus delivered robust, integrated platform and centralized data repository with offshore reconciliation services.
2018
ThoughtFocus initiated SharePoint services with integration to firmwide applications; expanded offshore operational footprint.
2020
ThoughtFocus transformational year punctuated by expansion of services to support 75% of client's processes and reporting and 2x team growth.
2021
ThoughtFocus’ role was elevated in risk reporting & performance attributions; expanded the operations team & doubled the scope of operations services using offshore resources.
Benefits
Trusted advisor and technology partner
ThoughtFocus deployed technology experts to improve efficiency by integrating data workflows across front, middle, and back-office systems and processes.
This company relied on ThoughtFocus to centralize firm-wide data and reporting across multiple systems, data sources, and data workflows.
As a strategic advisor, ThoughtFocus helped shape & diversify investment strategies, resulting in more efficient rates of return.
As a trusted partner, ThoughtFocus quickly delivered scalable solutions, enabling client to contain costs and reduce risk.
