Strategy to Talk


The client is a global asset management firm that uses a proprietary investment strategy to manage investment portfolios spread across 45 countries. It employs a result-driven methodology by deploying a highly effective equity allocation model to make funds perform better than the market average. It manages portfolios by investing in highly diversified and liquidated funds to consistently provide better value to its clients.



The challenges that the business situation presented were: employing highly qualified personnel to conduct research and analysis of financial data; providing country-wise summaries of economic conditions and its repercussions after deriving and collating data from the Internet; presenting summarized information on a 12-point standard format as per client specifications - standards included financial compliance, corporate governance, money laundering, class action lawsuits, financial regulatory mechanisms, and adoption of IFRS; providing updates to existing reports in conformance with norms set by the client.



Extracting reports in pre-defined templates provided by the client; employing the services of a committed team, which included 3 analysts and a senior analyst. The team had necessary qualifications in Business and Economics, which enabled them to comprehend the nuances of the project and ensure its successful completion. Earmarking adequate resources to cater to any contingency requirement during the course of the project Using discretion while assigning countries and standards to the team members to ensure the right person was assigned to the right job. Providing updates after careful analysis and research on public domains and authoritative sites, and making use of 'track changes' tool to facilitate reviews. Analysts added updates to the standards template after thoroughly researching relevant public domains for compliance standard updates and extracting useful information from relevant sources.



The client was able to capitalize on the competency of a high-quality staff. Our solution enabled the elimination of overheads associated with employing additional staff. The client was able to reduce operating costs by up to 50%. A coordinator, who ensured quality compliance, was the only personnel the client employed. The client was able to direct its resources to focus on core issues. Rigorous data security measures deployed by us helped alleviate any safety concern.

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