IaS works with asset managers to optimize enterprise value in a fast-changing investment world.
We advise firms on how to make strategic, risk and operational improvement to ignite growth and drive performance. IaS provides advice on strategic development, strategic initiatives, enterprise risk management, operations, cost management and IT. Our experienced multi-modal team provides unique insights into the future of the industry to enable clients to thrive in the challenging wealth space.
Our unique E2E approach relies on combining expertise, years of experience, and in-house research to add value for institutional and retail firms, and all their asset classes and products. Our tools provide unique insights into flows, assets, profitability mix and into the preferences of consumers and intermediaries.
IaS advises on the full spectrum of opportunities and challenges facing organizations, including:
Risk Management & Regulatory Compliance IaS supports firms with a broad array of risk, compliance, AML and regulatory capabilities. We help firms develop enterprise risk frameworks, define and enhance their risk appetite, risk management procedures, policies and infrastructure.
Strategic Development, Strategic Initiatives & M&A IaS helps firms with strategic development and strategic initiatives to enable them to win in a sector undergoing a paradigm shift. We have a large team who has worked with many leading Canadian companies to support developing strategic ideas, through valuation, due diligence, accounting treatment and execution, post-acquisition integrations.
Internal Auditing IaS can assist in providing an independent, objective assurance and consulting activity designed to add value and improve an organization's operations. We can help a firm accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes. We have a team of over 50 experienced auditors.
Operations IaS helps organizations design and implement superior front, middle and back-office processes including research, portfolio management, risk management, technology and distribution.
Investment Performance We advise asset managers on portfolio management, research, data analytics, information management to build a foundation for alpha returns.
Digital, Technology, Analytics IaS supports firms in establishing and enhancing their digital, technology and analytical tools. We can share best-in-class asset management solutions so investment professionals can focus on serving clients.
Growth IaS provides insights that identify and target new markets that lead to sustainable competitive advantage.
Accounting & Finance We help firms transform and digitize finance functions.
Registration & Licencing Our compliance experts provide regulatory advice related to investment funds and portfolio management, including establishing or acquiring asset managers, performing due diligence on acquisition opportunities and creating new investment vehicles. We advise asset managers on how to get licensed, setting up the infrastructure, as well as how to meet ongoing obligations as registrants.