Overview

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Stradegi’s service offerings include three distinct elements. The first element is the consulting and resourcing side of the business and is staffed with senior and experienced industry professionals from front, middle and back office backgrounds. It provides advisory and implementation services in the areas of strategy, process improvement and governance structures for asset managers, insurance companies and asset owners with large investment oversight or direct investment functions.


The second element deals with the technology side of these consulting initiatives. It focuses on bespoke  solutions development,  third party product implementations,  stradegi’s in-house products and testing services for the buy-side organizations.


The third element deals with managing services for asset managers in order to provide cost-effective best practice services for investment managers. The emphasis on outsourcing as a means to reduce costs is shifting. Investment managers are looking to implement best practices, governance, quality, transparency and risk mitigation through outsourcing and stradegi’s resources and capabilities are a perfect complement to achieve these objectives.

Our Functional Expertise


    Investment Process & Portfolio Construction
  • Review, design and articulation of investment philosophy
  • Review consistency of investment strategy with investment philosophy
  • Risk and factor based portfolio construction and trade impact analysis
  • Portfolio monitoring, review and oversight framework
  • Fund management investment organization structure and process reviews
  • Analysis and design of investment decision support tools and processes
  • Portfolio trade administration
  • Portfolio admin support
    Research
  • Alignment of research process with investment strategy
  • Building workflow process tools to support in-house research integrated with third party views that provide a holistic view to support investment decisions
  • stradegi consultants have experience in integrating market consensus providers into an investment framework
  • Evaluation of research and quantitative tools
  • Analysis and design of bespoke research and quantitative tools
    Product management & sales
  • Fund manager selection, monitoring and oversight framework
  • Framework to appraise and select the optimal investment product mix
  • Institutional client onboarding and relationship management solution
  • Setup, testing and maintenance of client onboarding workflows such as KYC and AML
    Dealing
  • Dealing process, governance and best practice
  • Validation of best execution
  • Evaluation of Electronic Communication Networks (ECN)
  • Integration of ECN's onto the dealing desk
  • Dealing tools & technology

  •   8 cross st, level 28
  •      pwc building
  •      singapore - 048424
  •   +65 6850 7851
  •  info@stradegi.com

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