Case Studies

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.

To reduce and track costs, a large Global Fund Services firm required a solution to contain its Bloomberg request and response process. The standard process proposed and implemented by EDM best practices was not sufficient for their requirements.

ReformIS engaged by an international asset manager to provide an independent team of SimCorp Dimension subject matter experts for an IBOR implementation, working in partnership with both the client and the vendor throughout the implementation.

ReformIS undertook the implementation of a centralized Security, Issuer and Fund Master. The intention of the project was to consolidate numerous market data services across various platforms to feed a new Reporting and Business Intelligence platform implementation (MicroStrategy).

ReformIS employed industry standard, in-house methodology and experience to recover a security master project in jeopardy. Implementation consisted of 21 sources of data including Equities, Fixed Income, multi-legged derivatives, and publishing of data to BiSam, the client’s Performance & Attribution application.

Having formed a partnership with Vermilion in November 2013, ReformIS assisted with a Quarterly Client Reporting implementation project for a London based global investment management firm. ReformIS consultants worked alongside Vermilion implementations staff to deliver a solution to meet the client firm’s specific requirements.

A Large Global Fund Manager undertook the implementation of a Security Master and Issuer Master in an effort to decrease reliance on a data vendor and reduce operational cost.

ReformIS provided requirements gathering and implementation leadership in support of a client’s new liquid alternatives fund range. Given the increased complexity and sophistication of these funds, the new platform was a hard dependency for launch.

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 Markit EDM team followed the Markit 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 Markit EDM consultancy team implemented a Markit 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 Markit EDM provided on-site consultancy to design and implement a series of co-ordinated Markit EDM solutions for an enterprise wide programme; delivering a technology and operational infrastructure to support the client’s business strategy.

A joint ReformIS and Markit EDM on-site consultancy team was tasked with providing data analysis, business analysis and development solutions to an existing Markit 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.