Olmstead Blog

Bolles Leads Olmstead's Data Management & Analytics Services

Olmstead Associates is happy to announce the addition of Edward Bolles to our leadership team as Managing Director, Data Management & Analytics to continue to strategically build out Olmstead’s data-centric consulting capabilities. Ed brings over 25 years’ experience and perspectives accumulated at Hartford Investment Management (HIMCO), Invesco, Time Square Capital Management, Cigna Investments, SS&C, and The Hartford. 

Navigating Your Path to Transformation

With the growing desire to simplify operating models and reduce technology footprints, asset managers are assessing multiple paths of transformation to enable profitable growth. As was noted in Single Platform: Next Logical Evolution for Asset Managers?, recent developments and acquisitions have promoted advanced capabilities and introduced various new forms of front-to-back, ‘single platform’ solutions to the market. As a result of these advancements, rather than addressing a singular point of failure or concern (such as a new IBOR or OMS consolidation), firms are considering broader evaluations of their operating environments with the hope of achieving greater scale, nimbleness and data empowerment across their enterprise.    

The Single Platform: Next Logical Evolution for Asset Managers?

singleplatformOlmstead’s latest perspective “The Race is on: Acquisitions and the Evolving System and Service Landscape”, reviewed the recent press regarding single platform (front-to-back) solutions; some having been enabled via strategic acquisitions and others developed over time as an intentional build. As a result, asset managers have found themselves with more questions than answers, primarily – is the front-to-back single platform concept the next logical evolution?

The Race is On: Acquisitions and the Evolving System and Service Landscape

acquisition2Highlighted by the recent activity of acquisitions, service providers are investing significant resources in developing their capabilities to provide investment managers with an end-to-end platform to support their operating model. The goal being a comprehensive, integrated technology solution with a single version of the truth that can be leveraged to support a manager’s needs across the increasingly blurred lines of the front, middle, and back office. Assessing this evolving landscape is integral in establishing the operating model that will best support an investment manager’s growth strategies.

DiScipio Joins Olmstead's Operational Agility Team

Olmstead Associates continues to strategically invest in operational transformation talent with the addition of Michael DiScipio to our leadership team. He brings over 25 years’ experience and perspectives accumulated at Accenture, Beacon Consulting Group, Eagle Investment Systems, and Brown Brothers Harriman. 

SEC Modernization Update: N-PORT & Liquidity Risk Management

Since the original announcement in October 2016, there have been multiple releases updating changes to the dates for compliance as well additional clarifications regarding considerations for the implementation of N-PORT and the Liquidity Risk Management Program. Over the past year, Olmstead Associates has been working closely with our clients to fully understand, plan for, and implement support models for our clients’ compliance.

Ready to Partner with that Vendor?

You've looked at your needs, looked at the vendor landscape and you're ready to pull the trigger. Before you do so, take a step back and consider the current and future organizational fit. The solution with the best functional capabilities is not necessarily the right choice for your business.

Agile - Keys to Successful Organizational Adoption

The focus on driving efficiency and speed into development processes is leading firms to flock towards Agile development processes. For firms that have historically operated using waterfall methodology the change is significant and requires much more than new tools and processes to ensure success. Olmstead's consultants have experiences across disparate process approaches and organizational cultures. We've seen the good, the bad and the ugly. Based on our experience there are some keys to successful organizational adoption of Agile.  

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