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

In April, the UK’s Financial Conduct Authority (FCA) released their business plan for 2019/2020, where a key area of focus is the theme of operational resilience.

8 July 2019

Operational resilience – the epoch of the contingent NAV

Following recent regulatory changes looking at operational resilience, Paul Roberts, CEO at Milestone Group, investigates how firms have changed their mindset towards managing disruption. As published...

Asset Allocation

Solutions for Institutional Asset Allocators seeking bespoke Asset Allocation modelling, high efficiency Portfolio Implementation, streamlined Investment Operations, 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.