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Asset Management

The asset management industry must reflect on the positioning of its range of funds with the growth of passive strategies, and take into account the environmental and social impacts of investments.

Trading Fee Management (BCE) Services

Capital markets participants transact millions of transactions that attract Brokerage, Clearing and Expense charges. Their spend is significant with some firms spending over a 1 billion USD annually.

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Market Data Management

Capital markets and Asset Manager Participants acquire millions in Market Data sets that enable their investments process. This is a critical component to their functions as a Traders, PMs, Research Analyst even operations and technologist .

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Artificial intelligence and RPA

We support private banks in the definition of a global innovation strategy and in their operational implementation. Our holistic approach combines the redesign of your business process with a selection of new technologies by building a POC and then executing a global roll-out of the selected solutio

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Wealth Management Platform Transformation

Implementation of a target operating model to streamline an end-to-end Wealth Management Advisory platform, through the integration of a suite of applications, transitioning from investment product-focused advice to comprehensive solutions and relationship-based advice.

SWIFT flash audit

By the end of 2020, SWIFT users must carry out an independent assessment of customer security controls (CSCF). We perform flash audits for our clients to assess their level of compliance and define a remediation plan. Sia Partners is a Swift cyber security service provider.

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SWIFT compliance flash audit

We assisted our client in the identification and analysis of compliance gaps with the mandatory and advisory controls required by SWIFT, and then proceeded to define recommendations and macro remediation actions for compliance with CSCF v2020.

Developing a sustainable investment strategy

The growing demand for SRI products and investors incorporating ESG criteria into asset allocation creates opportunities for asset managers, but also challenges. We help asset managers to overcome the lack of data, to develop a differentiated strategy and to communicate effectively to investors.

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Climate Risk management

Definition of the target organization, associated processes and implementation of a dedicated governance. Effective launch of the pilot by implementing indicators and dashboards to follow-up stress tests (ACPR and EBA sensitivity analysis) and the analysis of scenarios. 

Redefining A Family of Funds

We help Asset Managers assess the viability of their funds by analysing their features, profitability and market appeal, and supplementing this review with transformational recommendations to improve their competitiveness.

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Mutual Fund Product Consolidation

A client made the strategic decision to consolidate, two managed account products, to better support their client base. Sia Partners created a conversion approach plan and aligned share classes between the two products for 370+ funds totaling over $20 billion.

Market data cost optimization

The cost of acquiring market data is an important component of the fixed costs of asset managers. Data, although strategic, must be given special attention when negotiating contracts with suppliers.

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Tactical and Strategic Optimization

Sia Partners offers a service to allow you to optimize your costs in two stages: short-term by reviewing contracts and medium-term by renegotiating contracts. A joint approach with our procurement function experts.

Outsourcing the functions of an asset manager

During a cost rationalization period, asset managers must consider BPO and ITO solutions for their middle and back office functions. They can then focus on their core business functions such as management, family of funds positioning and distribution strategies.

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Strategic opportunity of a BPO / ITO project

Sia Partners supports asset managers in their strategic thinking in order to redefine their target operating model. Outsourcing of non-core business functions becomes a major asset in a context of low margins and competitive pressure.

Liquidity Stress Tests for asset managers

Regulatory constraint or steering tool, questions around accounting liquidity plague asset managers given that the new ESMA recommendations come into effect in September 2020.
Sia Partners adopts a two-step approach: analysis of your funds (scoping), then carrying out stress-tests (roll-out).

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Stress Testing Scenarios

Sia Partners has built stress scenarios, quantified impacts on translations, flattening & pentification, and backtested and studied sensibility to specific markets.

Monetary indexes transition

We are helping Asset Managers to manage monetary index reforms by identifying major impacts, challenges and opportunities. We are able to help you to: reinvent products and investments, adapt benchmarking and performance models and review operational & IT tools.

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Eonia transition for a major financial player

We helped our client implement project governance and interdisciplinary coordination. Using an end-to-end risk analysis and a legal analysis of IT systems and processes, we deployed a roadmap for the Eonia transition.