Michael DiScipio, head of Olmstead’s Investment Operations practice, discusses our philosophy of a data-driven approach to transformation. https://lnkd.in/gHd-kUsK
关于我们
Raising the Operational Agility of the Investment Management community using a uniquely data-centric consulting approach. Olmstead Associates is a leading specialized consultant to global investment managers. We enable firms to improve agility, scale profitably, and manage risks by providing actionable strategies and expert execution services. For over two decades, executives at leading investment firms have partnered with Olmstead Associates when designing and implementing business and IT strategies. We help clients bridge the gap between Business and Technology through strategic consulting, program and project management, and deployment of industry domain expertise. OUR DATA CENTRIC APPROACH: While much of the industry is still approaching data management as a discrete function or practice area, we have turned the model upside down by placing data at the core of all we do for our clients. Whether a client comes to us for help selecting and implementing a new performance system or a future state business or IT architecture, we look through a data lens to ensure the end result means an increase in the value of their data and greater overall project success. OUR EXPERIENCE: We span the full breadth of securities industry functionality including portfolio management/trading, securities processing, data management and custody/fund accounting. We have driven outsourcing of operational functions and technology, executed outsourcing and client on-boarding processes and supported the automation, centralization and consolidation of operational functions. OUR DIFFERENCE: Olmstead staff and expert network differentiates itself with its seasoned securities industry professionals who average over 20 years of industry expertise and approach engagements with deep and relevant functional and technical experience. TO VIEW OUR CURRENT NEEDS VISIT: https://www.olmst.com/careers/ TO JOIN OUR EXPERT NETWORK: [email protected] TO ENGAGE OLMSTEAD'S SERVICES: [email protected]
- 网站
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https://www.olmst.com
Olmstead Associates的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Boston,MA
- 类型
- 私人持股
- 创立
- 1994
- 领域
- Consulting、Investment Systems、Analytics、IBOR、Data Governance、Data Warehouse、System Selection、Data Strategy、Business Analysis、Middle Office、Outsourcing、Performance、Regulatory、Agile、PMO、Client Reporting、Distribution Intelligence、Onboarding、Sales Enablement、Data Science、AI、Front Office、Back Office和Operating Models
地点
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主要
185 Devonshire Street
US,MA,Boston,02110
Olmstead Associates员工
动态
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The rapid growth of alternative assets has made traditional manual processes unsustainable. To meet rising demands, the industry is adopting new technologies to streamline administration. In this article, Sara Cheng explores key solutions that address the biggest challenges in alternative investment management, from subscription processing to full portfolio transparency. https://lnkd.in/g4C4gq-d
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Is your segmentation strategy maximizing your sales and marketing potential? Many firms invest in segmentation but rely on basic metrics, missing out on a data-driven approach that improves results. Imagine a model leveraging internal and external data—without burdening your sales team. The result? Smarter territory management, seamless alignment between sales and marketing, and a scalable process adaptable to market shifts. Why Segmentation Matters:? ? Uncover each client’s unique value ? Boost sales efficiency and lower costs ? Drive measurable ROI Discover how Olmstead’s expertise can simplify this journey. ?? https://lnkd.in/dxE2Picw
Client Segmentation – A Journey to Strategic Selling | Olmstead
https://www.olmst.com
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Data tax is the extra cost applied to all business functions that are dependent on data. A well-built data platform that provides answers, decisions, and desired outcomes has little to no increased costs and is therefore a minimal “tax”. https://lnkd.in/ghtk2AHU
Reducing Your "Data Tax" | Olmstead
https://www.olmst.com
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Learn how to evolve your infrastructure from a strategy inhibitor to a strategy enabler. https://lnkd.in/g5bX8u67
The Essential Modern Data Platform
https://www.youtube.com/
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Anthony Whitford joins our team of Assette Certified Experts.
I’m happy to share that I’ve obtained a new certification: Assette Certified Expert from Assette!
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In today’s fast-evolving Asset Management landscape, firms are under increasing pressure to modernize their operations from front to back. However, embarking on a full-scale transformation can be daunting, with countless processes, technologies, and data points to consider. Whether you’re aiming to improve efficiency, boost client experience, or gain a competitive edge, Dawn Pischetola discusses how to navigate the foundational steps to drive impactful change. https://lnkd.in/gCZ4-4Qh #AssetManagement #InvestmentOperations
Chicken or the Egg? Sequencing Front-to-Back Transformation to Maximize Value | Olmstead
https://www.olmst.com
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Success comes from cultivating the best ideas and making the best decisions based on the best available data. https://lnkd.in/gz7R4s_x
Data is the New Application | Olmstead
https://www.olmst.com
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In today’s asset management world, being information-centric isn’t just about collecting data; it’s about trusting it enough to guide business decisions. Many firms are creating dashboards and reports, but true transformation requires a commitment to using that data for strategic insights. To be genuinely information-centric, firms must go beyond capabilities and build a culture of adoption—where data is trusted, embraced by leadership, and integrated into decision-making. Without executive support, even the most advanced data tools won’t drive results. Read more in our latest blog on building an information-centric firm: https://lnkd.in/guUqDJU6 #AssetManagement #DataCulture #InformationCentric #BusinessIntelligence #Olmstead
Leveraging IUM to Foster a Data-Centric Distribution Function | Olmstead
https://www.olmst.com
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Asset managers with legacy Order Management Systems (OMS) are more than likely struggling to keep pace with increasing complexities in our industry. Each platform has its own breaking point where the cost to maintain far outweighs the benefits. In this blog Joe DeRice explores some of the factors that are forcing asset managers to revaluate their OMS strategy and why following a disciplined approach is critical to their strategic decision making. https://lnkd.in/gKtexeDn
Evolving Op Models: Driving OMS Rationalization | Olmstead
https://www.olmst.com