case studies

Investment Operations: Process Engineering & Systems Implementation

Investment management division of an insurance company with multiple subsidiary entities. Total invested assets in excess of $30BN, comprised of fixed income, derivatives, and private placements.

The Grandview team led our client through the successful implementation of a fully functioning investment operations team capable of supporting the complete trade lifecycle of all internally managed portfolios.

Investment Operations: System Implementation

Global investment and advisory firm with more than $265 billion in AUM and 2,400 employees worldwide.

Investment Operations: Security Master Implementation

Asset Manager with total AUM in excess of $250B consisting of Equities, Bonds, Structured Products, Options, Futures, Swaps, Repurchase agreements, Funds, and Alternative Investments.