Milestone Group - Global leaders in Investment Technology

Managed Technology Solutions for the

Global Investments Industry

Milestone Group is in the investment automation business. We serve fund managers, specialist investment managers such as OCIO’s, retirement savings providers and administrators of pooled investments. Designed for low operating cost, high extensibility and improved product management, our pControl enterprise investment automation platform leads the global funds industry in automation efficiency, cost of ownership and improved risk control.

Latest Update

Daily cash allocation and rebalancing ensures multi-asset investment portfolios, such as target date and balanced funds reflect their pre-determined asset allocation, in the face of constantly chan

19 March 2019

Investor services firm doubles client base and cuts operational headcount 30% by automating Cash Allocation and Rebalancing

Our client performs a broad range of asset services, including custody, accounting, and ‘middle office’ services for major institutional investor clients. In recent years, as open architecture, multi-...

Multi-Asset

Solutions for Outsourced CIO’s, Fund Product Providers, Pension Funds and Life Companies seeking efficiencies in pooled-product investment implementation, new product time-to-market, reduced operating risk and improved cost efficiency.

Oversight

Solutions for Asset Managers, Investment Companies and Pension Funds who outsource their fund accounting and investment operations seeking to mitigate reputational, financial and regulatory risk.

Fund Processing

Solutions for in-house back office operations, Third Party Administrators and Custodians seeking a high efficiency operating architecture to improve service levels, reduce operational risk with scalability.