ReformIS consultants have wide-ranging experience across a number of business areas within the asset management and hedge fund industry.
The case studies presented here offer a more detailed flavour of some of the projects we have delivered for our clients. Please use the drop-down menu below to filter the list of case studies.
ReformIS managed the implementation of Bloomberg AIM for a London based asset manager requiring a scalable order management solution with; electronic trading, integrated pre-trade compliance, automated settlement and 3rd party integration.
ReformIS design and build a data store and business intelligence reporting platform for the executive arm of a large corporate pension scheme for all their management information, decision making and operational support needs.
A combined ReformIS and Cadis EDM team followed the Cadis implementation philosophy and best practices to deliver a data hub consolidating data from a major Asset Manager’s existing information systems and new strategic systems being introduced.
ReformIS undertook the analysis, design and implementation of a bespoke fair allocation trading platform and compliance engine for a niche foreign exchange fund. The project was run using the Agile methodology to help analyse existing business processes.
A joint ReformIS and Cadis EDM consultancy team implemented a Cadis EDM solution, integrating the client’s Fund Accounting System with a new, strategic, market leading Order Management System – replacing an interim Latent Zero solution.
ReformIS and CADIS EDM provided on-site consultancy to design and implement a series of co-ordinated CADIS EDM solutions for an enterprise wide programme; delivering a technology and operational infrastructure to support the client’s business strategy.
A joint ReformIS and Cadis EDM on-site consultancy team was tasked with providing data analysis, business analysis and development solutions to an existing Cadis EDM implementation, to meet the demands of the changing business environment.
ReformIS implement a Data Warehousing and Business Intelligence solution to consolidate global financial information for a Tier 1 asset manager and enable consistent and transparent management information reporting.
ReformIS assists a large multi-region Asset Manager to consolidate its systems into a consistent set of front-end applications, supported by a common Enterprise Data Management layer and global Security Master to decouple a wide variety of back-office solutions.
ReformIS consultants were deployed in the Business Management Global Strategy Team of a major asset manager to restructure the investment parts of the business and engender clear responsibility, ownership and accountability for information.
ReformIS was engaged by a large UK insurance client to review all their existing processes for valuing positions and future assets and liabilities to meet Solvency II guidelines.
ReformIS implement a fully functional thinkFolio Proof of Concept for a wide array of portfolio management, order management and dealing requirements, and manage assessment of the product by business sponsors.
ReformIS were asked to provide project management and business analysis resources to a large international asset management company for their fixed income, front-office systems, vendor selection process.
ReformIS were selected by a large international Asset Management company to provide a bespoke Large Holdings Regulatory reporting solution to replace their existing out-of-date processes.
ReformIS assisted a Tier 1 asset manager in vendor selection, business process re-engineering, and customisation of a market leading client reporting solution.
ReformIS consultants led a project for the asset management operation of a large international investment management company to design and build a Global Enterprise Data Management system and Data Definition Language.
ReformIS undertook a programme of work aimed at reducing the risks present within an existing process, and provided a new solution that facilitated the scalability necessary for ‘Mirrored’ funds to be greatly increased in number.
ReformIS were asked by a Tier 1 asset manager to provide business analysis resources and specialist product knowledge to deliver the pilot solution for a global Order Management System using a market leading vendor product.
A large Financial Services company chose ReformIS to carry out a Business Intelligence Strategy study, sponsored by their Sales and Marketing department.
ReformIS assisted a new client management team at a leading financial services company to build a global management information dashboard based on KPI’s for clients, opportunities and activities.
ReformIS were selected by a large international asset manager, to develop a unit dealing system for their Treasury and Performance departments during a back office operations outsource and decoupling of systems.