OFFERINGSApplication Support O˜shore Report Development STRADEGI OFFERINGS SERVICES SOLUTIONS...
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Transcript of OFFERINGSApplication Support O˜shore Report Development STRADEGI OFFERINGS SERVICES SOLUTIONS...
Stradegi seeks to build long lasting relationships, where
we become a trusted partner who clients turn to for expert
and independent advice.
MISSIONMISSION
StrategyProcessGovernance
Product ImplementationVendor EvaluationBespoke Systems Development
Investment Risk ReportingPerformance and AttributionCompliance OperationsData ManagementApplication SupportO�shore Report Development
STRADEGIOFFERINGS SERVICES
SOLUTIONS
CONSULTING
Stradegi is a management consultancy focused exclusively on investment
management. The team advises asset managers, insurance companies,
pension funds and sovereign wealth funds in the areas of business strategy,
operations, technology and governance.
The �rm was established in 2013 in Singapore by a group of individuals with
signi�cant experience in senior roles on the buy-side. Our consultants have
�rst-hand experience of the pains and frustrations that management teams
go through in resolving Front, Middle and Back O�ce issues, and thus o�er
targeted and relevant advice.
The Stradegi team brings an expert, practical and independent view that is
based on an in-depth understanding of the buy-side.
STRATEGY CONSULTINGStradegi has signi�cant experience in reviewing and recommending an
optimal organization strategy and structure based on the business goals,
objectives and culture. The team is working on a number of engagements
in assisting clients to identify relevant best practices, design robust and
scalable processes, evaluate strategic initiatives such as outsourcing,
develop functional strategies aligned with the overall business direction
and establish appropriate governance structures.
Stradegi helps clients plan, appraise and review their investment process
across the Front, Middle and Back O�ce. The �rm works with clients to
redesign their processes and support models and decide on where to
economize, automate or to change what they are doing by leveraging on
our operational and functional expertise.
PROCESS CONSULTING
A number of clients have continued to work with Stradegi on addressing
the gaps and implementing the recommendations that come out of the
process review engagements.
Stradegi seeks to build long lasting
relationships, where we become a trusted
partner who clients turn to for expert and
independent advice
MISSION
StrategyProcessGovernance
Product ImplementationVendor EvaluationBespoke Systems Development
Investment Risk ReportingPerformance and AttributionCompliance OperationsData ManagementApplication Support
STRADEGIOFFERINGS SERVICES
SOLUTIONS
CONSULTING
STRADEGIABOUT STRADEGIStradegi is an Asia based management consultancy focused exclusively on
the investment management industry. The team advises asset managers,
insurance companies, pension funds and sovereign wealth funds in the
areas of business strategy, operations, technology and governance.
The �rm was established in 2013 in Singapore by a group of individuals with
signi�cant experience in senior roles on the buy-side. Our consultants have
�rst-hand experience of the pains and frustrations that management teams
go through in resolving Front, Middle and Back O�ce issues, and thus o�er
targeted and relevant advice.
The Stradegi team brings an expert, practical and independent view that is
based on an in-depth understanding of the buy-side in Asia.
STRATEGY CONSULTINGStradegi has signi�cant experience in reviewing and recommending an
optimal organization strategy and structure based on the business goals,
objectives and culture. The team is working on a number of engagements
in assisting clients to identify relevant best practices, design robust and
scalable processes, evaluate strategic initiatives such as outsourcing,
develop functional strategies aligned with the overall business direction
and establish appropriate governance structures.
Stradegi helps clients plan, appraise and review their investment process
across the front, middle and back o�ce. The �rm works with clients to
redesign their processes and support models and decide on where to
economize, automate or to change what they are doing by leveraging on
our operational and functional expertise.
PROCESS CONSULTING
A number of clients have continued to work with Stradegi on addressing
the gaps and implementing the recommendations that come out of the
process review engagements.
trades ginvestment management consul�ngSTRADEGIABOUT STRADEGI
.
.
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FUNCTIONALEXPERTISEFUNCTIONAL
EXPERTISE
WHY STRADEGIWHY STRADEGI
OPERATIONS & TECHNOLOGY
ASIA INVESTMENT MANAGEMENT FOCUS
END TO END SERVICES
ADDED VALUE
model that is cost-e�ective and spans Asia. We ensure that we
pass these bene�ts to our clients and are always connected to
them.
Our understanding of the industry, functional expertise, and the
knowledge of di�erent products & service providers in the region
help us to provide targeted solutions focused to serve the current
industry demands.
Stradegi has a full suite of investment performance and
attribution advisory services starting from de�ning the relevant
best practices in performance measurement, reporting and
governance to the alignment of fund managers’ KPIs with
performance objectives. Stradegi’s experience and services in the
Performance & Attribution function include:
De�nition of relevant market best practices in Investment
Operations & Technology
Evaluation of scalability of existing operations & support
functions to meet future business demands
De�nition of overall outsourcing strategy
Review of technology and application landscape
De�nition of relevant market, credit and liquidity risk analytics
Investment risk management oversight process and controls
Investment risk management in portfolio construction
Vendor selection for risk systems
Investment Risk Reporting
.
.
..PERFORMANCE & ATTRIBUTION
INVESTMENT RISK
Each �rm’s risk management culture, size, scope and geography
gives rise to di�erential practices in how to demonstrate
appropriate control in their investment functions. These standards
will also be required by institutional investors, investment
consultants and distributors as part of their due diligence process.
Stradegi works with clients to de�ne e�ective investment risk
management frameworks to provide management with a clear
sight of all the risks they face and e�ective control processes to
ensure independent quanti�cation and management of risks. Our
services include:
Stradegi works with clients to review and rationalize their
operations and technology strategy, identify the right vendor,
product or outsourcing strategy and establish governance
frameworks to monitor their operations. Stradegi has been
working with a number of investment managers to align their
operation structure with their core competencies and ensure
scalability of their operation model. Our services include: .....
Assessment of current governance and process controls to
ensure that Performance and Attribution standards are
consistent
De�nition and optimization of Performance and Attribution
metrics
Alignment of fund managers’ KPIs with Performance
objectives
Vendor selection for technology solutions or outsourcing
Technical integration to internal and external solutions
Internal & External Performance Analysis & Reporting
The stradegi team consists of individuals who
have worked at asset owners, asset managers
and service providers in Asia, and have
experienced �rst-hand, many of the typical
front, middle and back o�ce issues.
We work with clients right from strategy
formulation, to implementation, and to its
operationalization. With a consulting hub in
Singapore, technology hub in India and services
hub in Malaysia, the �rm has an operating
Our advice is based on three principles: ROI, Risk
Mitigation and Governance. We ensure that the
advice we give is optimal from a cost and risk
perspective, and provides a clear line of sight to
the management.
ROI
RiskGovernance
.
.
.
...
FUNCTIONALEXPERTISEFUNCTIONAL
EXPERTISE
WHY STRADEGIWHY STRADEGI
OPERATIONS & TECHNOLOGY
INVESTMENT MANAGEMENT FOCUS
END TO END SERVICES
ADDED VALUE
model that is cost-e�ective and spans globally. We ensure that we
pass these bene�ts to our clients and are always connected to
them.
Our understanding of the industry, functional expertise, and the
knowledge of di�erent products & service providers, helps us to
provide targeted solutions focused to serve the current industry
demands.
Stradegi has a full suite of investment performance and
attribution advisory services starting from de�ning the relevant
best practices in performance measurement, reporting and
governance to the alignment of fund managers’ KPIs with
performance objectives. Stradegi’s experience and services in the
Performance & Attribution function include:
De�nition of relevant market best practices in Investment
Operations & Technology
Evaluation of scalability of existing operations & support
functions to meet future business demands
De�nition of overall outsourcing strategy
Review of technology and application landscape
De�nition of relevant market, credit and liquidity risk analytics
Investment risk management oversight process and controls
Investment risk management in portfolio construction
Vendor selection for risk systems
Investment Risk Reporting
.
.
..PERFORMANCE & ATTRIBUTION
INVESTMENT RISK
Each �rm’s risk management culture, size, scope and geography
gives rise to di�erential practices in how to demonstrate
appropriate control in their investment functions. These standards
will also be required by institutional investors, investment
consultants and distributors as part of their due diligence process.
Stradegi works with clients to de�ne e�ective investment risk
management frameworks to provide management with a clear
sight of all the risks they face and e�ective control processes to
ensure independent quanti�cation and management of risks. Our
services include:
Stradegi works with clients to review and rationalize their
operations and technology strategy, identify the right vendor,
product or outsourcing strategy and establish governance
frameworks to monitor their operations. Stradegi has been
working with a number of investment managers to align their
operation structure with their core competencies and ensure
scalability of their operation model. Our services include: .....
Assessment of current governance and process controls to
ensure that Performance and Attribution standards are
consistent
De�nition and optimization of Performance and Attribution
metrics
Alignment of fund managers’ KPIs with Performance
objectives
Vendor selection for technology solutions or outsourcing
Technical integration to internal and external solutions
Internal & External Performance Analysis & Reporting
The Stradegi team consists of individuals who
have worked at global asset owners, asset
managers and service providers, and have
experienced �rst-hand, many of the typical
Front, Middle and Back O�ce issues.
We work with clients right from strategy
formulation, to implementation, and to its
operationalization. With a consulting hub in
Singapore, technology hub in India and services
hub in Malaysia, the �rm has an operating
Our advice is based on three principles: ROI, Risk
Mitigation and Governance. We ensure that the
advice we give is optimal from a cost and risk
perspective, and provides a clear line of sight to
the management.
ROI
RiskGovernance
www.stradegi.comsingapore - hong kong - kuala lumpur - chennai
boston - chicago - san francisco +65 6850 7851 [email protected] Blog LinkedIn
stradegi pte ltd8 cross st, level 28 pwc buildingsingapore - 048424 +65 6850 7851
CONTACT
GORDON BROWN+65 6850 7851+65 9277 [email protected]
PAUL JOSEPH+65 6850 7852+65 9767 [email protected]
