A buy-side client required an advisor to identify and analyze potential business gaps and risks related to an internally-developed data warehouse structure.
Showing blog posts tagged with: buy-side (4)
A buy-side client required a solution to apply complex ‘what-if’ portfolio mix compliance rules to both pipeline and held positions, as well as produce branded internal and external reporting.
A streamlined management solution was needed for early-stage syndicate deal pipeline activity, secondary market trading and settlement, and deal or facility restructuring events.
In order to manage active asset portfolios, as well as perform cross-asset modeling to better understand broader risk exposures, a sophisticated solution framed within a known asset management platform environment was needed.
