Strategy to Talk

Overview

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.

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Challenge

The challenges that the business situation presented were:nnemploying highly qualified personnel to conduct research and analysis of financial data;nproviding country-wise summaries of economic conditions and its repercussions after deriving and collating data from the Internet;npresenting 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;nproviding updates to existing reports in conformance with norms set by the client.

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Solution

Extracting reports in pre-defined templates provided by the client; nemploying the services of a committed team, which included 3 analysts and a senior analyst.nThe team had necessary qualifications in Business and Economics, which enabled them to comprehend the nuances of the project and ensure its successful completion.nEarmarking adequate resources to cater to any contingency requirement during the course of the projectnUsing discretion while assigning countries and standards to the team members to ensure the right person was assigned to the right job.nProviding 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.

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Results

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

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