Leading Global Asset Manager

Leading Global Asset Manager


Our client, a leading global asset manager, engaged with Investigo to support their flagship business critical divestment programme. Leading the commercial programme through the separation, Investigo had to design and implement the strategy and target the operating build and thinkFolio alignment, to set up the new company across:

• Investment sales and distribution
• Product and product delivery
• Client services
• Marketing
• Communications
• Finance
• Custody oversight
• Fund accounting
• Transfer agency.

Investigo would also be required to manage several projects, from planning through to execution, using RAIDs, GANTT methodologies, lean optimisation and value chain mapping.

This involved separating an existing asset manager from the group and carrying out an entire rebuild and establishment of their organisation. Our client had an overall budget of $25 million covering the divestment and rebuild of technology and all business and functions, meaning highly skilled and lean delivery teams were required to deliver. The project stream of the overall programme was focused on the build out of front, middle and back office, including support and corporate functions. The programme included implementing new technologies thinkFolio, Factset, sales and MI reporting tools, and Salesforce.

Once the separation plan was established, the next phase was to: implement the new general business process to adhere to regulations, establish all board level infrastructure for proxy voting, redesign the infrastructure for reporting to the FCA, identify ESG issues and operate as a single legal entity by the end of the programme.


Due to the conservative budget available for the overall programme the Commercial and Product workstream we were partnered with had to engage a lean and highly skilled and efficient team to work collaboratively. Using our market knowledge and carefully selected network we provided a team of Business Analysts with the specific exco business knowledge that supported the divestment to completely reform the company strategy. The original scope was a requirement of 10 business analysts, which based on the capability of the team we provided we were able to reduce the headcount to 6 business analysts supporting the project top to bottom, subsequently further supporting cost initiatives.

The solution
The Outcome


The programme was delivered successfully and our client is now a standalone legal entity with $21.5 billion in growth revenue every year in AUM.