Investments

Asset Coverage

Our consultants have experience and knowledge that extends across the spectrum of private and public markets, derivatives, securities lending and collateral management. 

Each of our clients’ investments promises a series of cashflows that can range from very simple to extremely complex.  

It is in these complexities that our consultants excel, with real-world experience and an undying thirst for understanding complex assets and operations.

Lifecycle

Our consultants have a deep understanding of the full investment lifecycle, from asset allocation to asset selection and the analytics and reporting that support these disciplines, trading and order management, confirmation and settlement.  

We know position keeping, asset maintenance, performance measurement and reporting.  We understand the operational nuances of derivatives and collateral management and can match up with anyone on operational complexities associated with fixed income, private debt, and bank loans.

Contact us to speak with an expert.