AF Advisors | Investment Industry Experts

Improving the operational readiness of asset management organizations within a changing industry by designing, implementing and optimizing clearly-defined operating models that are suited to client's strategy.

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Multi-disciplinary

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Intellectual curiosity

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Practical approach

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Responsible and lasting

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Fun at work

Organizational Consultancy

Operational complexity, margin pressure, technological innovations and regulations are forcing financial institutions to adjust or reinvent their operating models. AF Advisors provides financial institutions with clear advice on opportunities to adopt best practice changes and improvements that will enable them to future proof their organizations and become market leaders with robust, efficient, scalable operating models.

AF Advisors’ services:

Design or evaluation of operating model

  • Analyzing current model, business principles and requirements
  • Overview of alternative operating models, organization and IT architecture
  • Selection, documentation and implementation of new operating models

Sourcing analysis and assessments

  • Review outsourcing contracts (legal and commercial aspects), governance and policies
  • Service provider (custodian, administrator) evaluation, selection, negotiation and contracting (services and service levels)
  • Implementation of service providers including accompanying asset transfers

Data analytics

  • Design and implement activity-based costing models
  • Market segment analysis to support business cases
  • Cost benchmarking of asset management organizations

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