Olmstead Associates

Raising the Operational Agility of the Investment Management community using a uniquely data-centric consulting approach. Olmstead Associates is a leading specialized consultant to global investment managers. We enable firms to improve agility, scale profitably, and manage risks by providing actionable strategies and expert execution services. For over two decades, executives at leading investment firms have partnered with Olmstead Associates when designing and implementing business and IT strategies. We help clients bridge the gap between Business and Technology through strategic consulting, program and project management, and deployment of industry domain expertise. OUR DATA CENTRIC APPROACH: While much of the industry is still approaching data management as a discrete function or practice area, we have turned the model upside down by placing data at the core of all we do for our clients. Whether a client comes to us for help selecting and implementing a new performance system or a future state business or IT architecture, we look through a data lens to ensure the end result means an increase in the value of their data and greater overall project success. OUR EXPERIENCE: We span the full breadth of securities industry functionality including portfolio management/trading, securities processing, data management and custody/fund accounting. We have driven outsourcing of operational functions and technology, executed outsourcing and client on-boarding processes and supported the automation, centralization and consolidation of operational functions. OUR DIFFERENCE: Olmstead staff and expert network differentiates itself with its seasoned securities industry professionals who average over 20 years of industry expertise and approach engagements with deep and relevant functional and technical experience. TO VIEW OUR CURRENT NEEDS VISIT: TO JOIN OUR EXPERT NETWORK: RECRUITING@OLMST.COM TO ENGAGE OLMSTEAD'S SERVICES: SALES@OLMST.COM