Rethinking Operating Systems and Models in the Nordics

We are pleased to share our first joint thought piece with EYG Consulting AB.

For many investment organizations, the challenge is no longer system implementation alone. It is whether the operating model surrounding an established platform still delivers the right level of efficiency, transparency, and scale. As this piece explores, complexity often builds gradually, and the most effective response is not always broader transformation, but targeted improvement focused on where value is not being fully realized.

This is exactly why the ORC-EYG partnership is so relevant: combining ORC’s independent operating model and risk advisory experience with EYG’s deep systems expertise and strong experience across the Nordic market to help firms simplify, strengthen, and get more from the platforms they already have.

Strengthening Oversight through Structured Reporting

Our latest joint paper with Northern Trust explores a key challenge for asset owners and managers alike: how to make ESG reporting more than a disclosure exercise.

In a landscape shaped by evolving regulation, varied data and different stakeholder expectations, effective reporting needs to do more than present information. It should support oversight, accountability and better decision-making.

As part of our ongoing collaboration with Northern Trust on practical ESG implementation, this final paper in the series looks at how reporting can better support oversight, accountability and decision-making, rather than simply serving as a year-end output.

Turning Operational Due Diligence Into Active Risk Reduction

ODD identifies operational risk, ongoing manager monitoring drives active and measurable risk reduction.

For institutional allocators, point-in-time ODD provides an essential baseline, but the real risk reduction happens in the months and years that follow. Ongoing manager monitoring (OGM) creates a structured mechanism to maintain momentum, evidence risk remediation, and identify new risks as managers evolve.

Our latest thought piece explains why ongoing monitoring matters, what it should look like in practice, and the benefits our clients see when it’s done consistently. 

Saudi Arabia’s Custody and Fund Administration markets are experiencing rapid growth and transformation.

Our latest market study, informed by direct input from local and global Custodians and Fund Administrators operating in the Kingdom, explores the forces shaping the future of asset servicing in Saudi Arabia.

From regulatory shifts to partnership models and localization strategies, we analyse what’s working, what’s changing, and what investors and asset servicing firms might expect next.