Practice Areas

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We optimize financial performance, harness technological innovation for competitive advantage, enhance operational efficiency, and craft visionary strategies to navigate market uncertainties. Our targeted approach in these key areas is designed to deliver impactful results, ensuring your business not only meets but exceeds strategic objectives.

Buy-Side

The buy-side practice areas continue to evolve over time as the technology and provider landscape continues to evolve. In essence, investment managers are keen to focus on their core business while looking for opportunities to achieve cost optimization by outsourcing to at-scale asset servicing providers. Whether your institution chooses to outsource or not, we understand your core investments business and its impacts that affect fiduciary, operational, and reputational risk in the following practice areas.

Client Onboarding

Portfolio Management

Trading

Investment Compliance

Investment Operations

Data Management and Governance

Regulatory / Risk Management

Portfolio Accounting

Client Reporting

Oversight

  • Data and Analytics Oversight
  • Middle Office Oversight
  • Support Model

How TorreBlanc Can Help

Advisory

Delivering a clear roadmap for Vendor Selection, Target Operating Model, Technology and Data Architecture and Program Mobilization. Our holistic approach serves as a strategic roadmap, addressing potential pitfalls while aligning visions with stakeholder goals.

Execution

Elevate your initiatives with TorreBlanc. We pride ourselves on sourcing mission-fit, experienced, and industry-hardened consultants who leverage their deep bench of experience for immediate impact.

Impact Stories

Technology

Fund Accounting System Consolidation

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Process

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Ready to Transform Your Business?