Decision Support & Modeling Solutions
The approach you take and the investments you choose are what establish the unique value proposition that your firm offers investors. The tools and workflows should support this process, not make it a challenge to get through the day. The key to finding or developing the right modeling tool is a thorough understanding of the processes and objectives of the Portfolio Managers and Traders.
Buy or Build?
A commercial solution can keep your firm focused on its core competencies and avoid the expense, risk, and challenge of keeping the software accurate, robust and up-to-date. However, those products come with their own challenges. Vendors often tout their “best practices” but commercial products vary dramatically in terms of workflows, data, flexibility and support. If configured improperly, a modeling/decision support tool can cause more problems than it solves.
Clarifying the Target State....and Getting There
We work with your firm’s Front Office to delve deeply into the how and the why of the workflows, to gain a true understanding of what your investment team needs. We bring our extensive, real-world experience with market leading and custom systems to develop an optimal solution that meets the needs of the front office and fits in well the overall environment. We offer the following services:
- Current State – Deep Dive Analysis
- Target State Design
- System Search & Selection
- Custom Development
- Maintenance and Sustainability Programs