Investment Management Consulting.
While Sarbanes-Oxley is financial legislation, at its heart it is about ensuring that internal controls or rules are in place to govern the creation and documentation of information in financial statements. Since its systems are used to generate, change, house and transport that data, CIOs have to build the controls that ensure the information stands up to audit scrutiny."
-CIO Magazine, May 2003
ICC provides investment management and technology consulting to some of the largest institutional managers in the world. As advisers to management, we have guided the conversion of numerous institutional portfolios for a host of client organizations throughout the United States and Canada. To date, we have participated in conversion of US domestic and international portfolios in excess of US$ 300 billion. Our primary focus in working with clients is to add value to their investment operation and programs in the following areas:
- Consulting oversight and in-depth advice
- Technology assessments, infrastructure evaluations and design
- Investment accounting and portfolio management applications and conversions
- Improved implementation of investment strategy
- Program and project management in line of business, functional and operating areas
Areas of Specialized Expertise
Our consultants have extensive experience within the investment management discipline. They offer broad and deep practitioner expertise within mission critical functional applications which include but are not limited to the following:
- Portfolio management
- Investment accounting
- Trading
- Mutual funds
- Implementation services
ICC's value added client service is predicated upon:
- establishing and maintaining accurate assessments of their current operating environments
- cost effective evaluation of conversion and application specific requirements
- timely, effective production implementations to accommodate the sophistication and rapid change occurring within the global investment markets.
Although each client relationship is unique, our underlying philosophy is based on common and mutually agreed upon beliefs that result from years of hands on experience.
