There is a lot of change happening across the investment management industry, as investment management firms deal with uncertain markets, ever-increasing regulatory pressure, and a highly competitive landscape. At HBM, we deliver a wide array of services to investment management firms that are looking to minimize their operations cost in order to improve alpha.
At HBM, our team of experienced specialists will perform a complete assessment of the operations processes and technology infrastructure being used, from the front-office to middle and back-office.
Based on our assessment, we will provide specific, actionable and detailed recommendations that will help your investment management firm improve operational efficiency, minimize operations inaccuracies, reduce cost, advance decision making, and improve alpha.
At the end of the review process, we will provide you with a detailed report which will include:
At HBM, we work with investment management firms to design, develop, test and deploy tailored reporting solutions that seamlessly integrate with their front-office, middle-office, all the way to their back-office operations.
We have the know-how and experience to automate reports that involve multiple manual steps and more than one team member. These reports can be scheduled to run daily, weekly, monthly or quarterly, or as needed, and be delivered automatically to the internal teams or specific managers and partners.
Our team of specialists focus on producing accurate, timely reports, by adding reconciliation and other error checks, including NAV errors, which are usually caused by corporate actions, duplicate trades, etc., at various stages of the report generation process.