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Case Study | Investment Management Firm

Read how our client, a global investment management firm that offers ‘implemented consulting services,’ taking on operational responsibility for managing client portfolios of pooled products, Limited Partnerships and sub-advised, separately managed / segregated accounts to meet their client directed investment policies.
1 November 2020

Our client was looking for a system to monitor each of those investments relative to target weights and bounds, as provided by their clients, and to trade as required to keep the investments within those guidelines. Their expectation was to use the platform for the ‘analysis’ of actual versus target positions and for determining order amounts and trade timing, given the various trading and settlement terms of those investments.

The firm selected Milestone Group’s pControl Asset Allocation solution.

 

Download Case Study | Investment Management Firm
( .pdf 829.38 KB)
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