Middle-office operations for asset managers

The biggest challenges facing most middle-office operations teams post-pandemic are employee attrition and finding top talent to replace them. The increasing number of innovative and complex/alternative asset-class investment strategies amid growing data management issues has only complicated the situation and diverted management focus.

At Acuity, we strategically partner with our clients to work as an extension of their teams. Our ability to hire, train and retain top finance talent remains our main differentiating factor. Our firm’s capital markets research heritage has helped us understand and manage requirements of middle-office operations teams and enhanced our middle office services. Our ability to run cost-effective and stable middle-office operations has enabled our clients to achieve their operational alpha goals.

Our experienced analysts provide support on several fund accounting and shadow accounting activities, such as trade processing, reconciliations, corporate actions, pricing/valuation and NAV calculations, for simple securities to complex structured products across global markets. We also provide support on capital activity, administrative tasks (including invoicing support), investment management regulatory reporting and portfolio management.

Middle and Back office operations support with wide asset class coverage such as Equity and Fixed Income (Public/Private Equity, Bonds, Public/Private Credit and SPACs), Derivatives (Options, Swaps, Forwards and Futures) and Loans (CLO, CMBS/CRE, Unsecured loans, ABS/MBS, Project Finance and RMBS)