Synerga developed a clear prioritised plan which enabled the Client's senior management team to move ahead with confidence on their Investment Management Operating Model.
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The Ask
As a result of a sale transaction, the client Business needed to ensure it had a stand-alone Investment Management function. The client wanted us to review the Investments Function and develop and implement a plan to uplift key components.
The Challenge
 The client was aware of historical issues/challenges across key areas of governance and reporting, but was not clear on other areas nor the priority. The client needed a clear prioritised plan.
Synerga's Approach
Our people developed a clear prioritised plan and supported its implementation across.
Investment Governance
Investment Team Operating Model Design
Supplier management
Risk management operating controls
The Outcome
The client senior management team, moved ahead confident that key areas of concern were addressed.
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