Institutionalization is a journey that manifests differently at various stages of an institution's lifecycle.
Our investment and operations transformation solutions actively guide clients through this journey. By conducting detailed gap analysis and providing implementation support, we assist our clients in achieving their objectives and realizing their vision.
Institutionalization is a dynamic journey. Whether starting out or already managing significant AUM levels, all our clients derive benefits from assessing their current investment and operating models against peers and institutional standards.
ORC's senior team, having conducted thousands of ODD exercises for some of the world's largest institutional investors, actively leverages this knowledge to support clients in institutionalizing and unlocking further AUM growth.
ORC actively works to gain a full understanding of our clients’ current investment frameworks and operating models, delving into their future vision, encompassing short and long-term goals.
Leveraging this detailed knowledge of the client and ORC’s significant experience with global frameworks and models, we conduct thorough gap analysis and recommend remediation activities. Furthermore, we actively support clients in the implementation of these remediation actions.
By engaging in both desktop analysis and collaborative workshops with our clients, ORC actively gains a detailed understanding of their current investment framework and operating model. We further explore our clients' future vision and the desired outcomes from this exercise.
Leveraging this insight, we deliver a comprehensive gap analysis report, identifying gaps through ORC's extensive experience in institutional standards, and offering recommendations to effectively close these gaps.
ORC actively facilitates the implementation of the transformation roadmap. Beyond drafting or enhancing required charters, policies and procedures, we provide comprehensive project management support to ensure our clients meet key objectives within the required timeframes.
ORC actively strives to be part of the solution, going beyond just issue identification. We support our clients by delivering a detailed roadmap for remediation actions, including recommending key components of the remediation activities like governance and organizational restructures. Additionally, we highlight key workflows to facilitate the drafting or enhancement of essential policies and procedures.
Leveraging our wealth of experience, we recommend institutional standards to guide and fortify the remediation process.
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