As we gather information about a treasury operating model, analysing the data in a way that gives clarity and understanding is key. Over time we have developed visual aids to help our clients understand their current operational state.

One of things firms worry about is whether a review of their Treasury operating model is accurate. This is completely understandable something we talk about during our initial discussions with prospective clients.

In leading treasury operating model reviews, we often get asked how we go about the initial phase of the review. The goal is to make sense of how a treasury operates now, looking at systems, structures, and people. What we look for are risks, whether from existing suppliers or systems, and what impact they might have.

1. Introduction Data migration chaos is only a step away once you start moving data between systems and fund service and system providers. There are many pitfalls to avoid when the outcome of a migration can have a big economic effect

Buy side firms wishing to access treasury liquidity in today’s markets face several challenges. Especially if they are managing a public, private and digital markets diversified fund range, including funds with an immediate or regular liquidity access requirement alongside other

Increased market volatility due to recent geopolitical factors, shrinking profit margins, and rapidly emerging technologies are forcing investment firms to rethink their technology solutions and deployment options. Migrating client data to a new provider can be time-consuming, and any compromise

On the 4th of May this year, John Read had the pleasure of attending the inaugural Bloomberg EMEA Buy-Side Consultant Insight Day at their impressive London offices located in the heart of the city. It was fantastic listening to Bloomberg’s

Prodktr, a capital markets transformation specialist based in Edinburgh announced an exciting partnership with LiqidSolutions to utilise their Opmodal application to accelerate investment operating model reviews driven by technology and data. This exciting partnership enhances Prodktr’s successful buyside transformation roadmap

Today we recognise annual Earth Day and this year’s theme is to “invest in our planet” by focusing on the effects of climate change and the endeavors to mitigate them. This Earth Day, with its focus on financing for climate

Trading Operating Reviews have increased in popularity from investment firms who have been under cost pressures but with a wish to scale-up their flow business operations and simplify infrastructure, reduce complexity, footprint, and providers. We believe this trend will continue,