FINARCH: Strategic Consulting for Sovereign Wealth Funds
FINARCH partners with sovereign wealth funds to transform investment operations, optimize portfolio performance, and strengthen governance and risk frameworks. We deliver system-agnostic, tailored advisory services designed to seamlessly integrate advanced investment processing capabilities, unlocking lasting strategic advantage.
Strategic Assessment and Roadmap
Current-State Diagnostic
Conduct an in-depth evaluation of your fund’s existing investment operations, systems, and workflows to identify inefficiencies, capability gaps, and integration opportunities with leading investment processing platforms.
Tailored Implementation Roadmap
Develop a structured, phased implementation plan that aligns precisely with your strategic priorities, ensures operational continuity, and minimizes disruption to day-to-day fund management.
Implementation and Integration Excellence
Platform Configuration
Design and configure investment processing platforms to precisely match your portfolio management and investment operations, seamlessly handling public and private market assets within a unified framework.
Data Migration Strategy
Execute secure, efficient, and error-free migration of historical data into the integrated platform, safeguarding accuracy and continuity throughout the transition.
System Integration
Deliver expert integration of investment processing platforms with existing internal and external systems, eliminating data fragmentation, enhancing data accuracy, and ensuring streamlined operations.
Unified Portfolio and Risk Management
Holistic Portfolio Insight
Implement comprehensive tools to aggregate and analyze investment data, delivering real-time, cross-asset views of your fund’s portfolio exposure, enabling precise and timely decision-making.
Enhanced Risk & Compliance Capabilities
Embed robust risk analytics, exposure monitoring, and compliance controls within daily operations, supporting proactive management of portfolio risk and adherence to evolving regulatory standards.
Data Management and Advanced Reporting
Integrated Data Management
Centralize all investment data onto scalable, flexible platforms, providing your teams with a reliable and unified source of truth, thus eliminating data inconsistencies and operational silos.
Custom Reporting Frameworks:
Design intuitive, comprehensive reporting solutions aligned with internal performance metrics, external stakeholder demands, and regulatory standards, enabling enhanced accountability and strategic clarity.
Operational Efficiency and Process Optimization
Workflow Automation
Optimize and automate critical operational workflows, minimizing manual interventions and significantly reducing operational risks associated with data duplication and reconciliation.
Streamlined Data Management
Improve straight-through processing (STP) by consolidating and streamlining data acquisition processes from multiple internal and external sources, reducing the need for extensive reconciliations.
Training and Change Management
Customized Training Solutions
Develop and deliver targeted training programs to ensure your teams effectively adopt new systems and processes, maximizing user proficiency and operational excellence.
Strategic Change Management
Design and execute change management initiatives that proactively address organizational impacts, foster buy-in among stakeholders, and embed sustainable changes into daily operations.
Post-Implementation and Continuous Improvement
Continuous Optimization
Provide ongoing assessments and recommendations post-implementation, identifying continual opportunities for improvement to ensure sustained platform effectiveness and evolving operational agility.
Dedicated Advisory Support
Offer continuous, responsive support and advisory services to ensure long-term alignment between your technology platforms and evolving strategic priorities, enabling you to adapt to market shifts and emerging opportunities quickly.
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Experts
MayTah De Spiegeleer, MFin
Partner
Kasper Christensen, MFin
Partner
