Investment Performance & Risk Advisory Services
We assess and design the operating model that would fit within your organisation — covering organisational structure, governance frameworks, process flows, and control environments. Suitable for firms building a new function or repositioning an existing one.
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Function reporting line: Investments, Operations, or Risk
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Insourced versus outsourced model
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Offshoring versus onshoring
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Centralised versus federated structure design
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Defining roles, responsibilities, and accountability frameworks
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Service 1 — Target Operating Model Design
Independent advice on platform selection, implementation, and optimisation across the leading performance and risk systems. Our review ensures the capabilities, their strengths and weaknesses are well understood. Bringing you confidence that your technology choices are driven by your investment process.
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Build versus buy assessment
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Single front-to-back solution versus best-of-breed versus hybrid model
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Vendor due diligence and selection
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Data platform model design and architecture
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Service 2 — Systems & Platform Advisory
Service 3 — Functional & Operational Review
An independent diagnostic of your function, benchmarked against industry best practice. We go back to first principles — questioning why each process, role, and control exists before recommending what should change. The outcome is a clear, prioritised set of recommendations grounded in your firm's specific context.
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Current state assessment across people, process, and systems
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Benchmarking against peer firms and industry standards
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Gap analysis and control weakness identification
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Prioritised recommendations with a clear implementation roadmap
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Service 4 — Implementation & Delivery
Hands-on support for any system implementation initiative or onboarding — working directly alongside your internal teams to maintain momentum, manage complexity, and deliver against defined outcomes.
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Programme governance and workstream management
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Vendor and stakeholder coordination
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Testing, validation, and parallel run oversight
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Post-implementation review and stabilisation support
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Service 5 — People & Change Delivery
Advisory on talent strategy, team design, and capability development within performance and risk functions. We support firms in building teams that are technically strong, well-structured, and positioned to scale.
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Role design and organisational structure advisory
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Skills gap assessment and capability development planning
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Hiring strategy and candidate evaluation support
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Leadership development and team culture advisory
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