Global fund data warehouse

The challenge With an IT infrastructure which had been built up over 25 years, the firm had several platforms in siloes to business/product lines and specific to distribution channels. With 9 separate environments maintaining product and asset data, operational overhead in managing and aggregating data gave rise to significant operational overhead and latency in creating […]

Portfolio Management

In this article you will find perspectives from Holley Holland’s experiences helping a large Global Bank’s Portfolio management function to rediscover new ways of working. The article brings insights from practices and lessons learnt in a number of areas including outcome orientation thinking and planning, value based prioritisation, balanced value stream based MVP funding models, […]

IT and technology for global business

The challenge With an IT infrastructure which had been built up over 25 years, the firm had many platforms siloed to business lines and specific to customer channels. With 9 separate ways for the firm to enter its financial securities data – one single repository was need to avoid duplication and error. The firm needed […]