This report, produced in partnership with SS&C Advent, explores what operational excellence means in practical terms and how it contributes directly to business growth and efficiency. It outlines the key steps needed to create a roadmap and implement long-term strategic objectives without disrupting day-to-day operations. The report also examines how organisations can leverage technology and process automation, address the challenges these may bring, and assess the industry trends that could shape the future of operational excellence.
Clear path analysis
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Business Growth and Efficiency: Devising your Roadmap to Operational Excellence
Amy Harlacker
Managing Director, Head of Investor Services and Fund Operations, Commonfund
John Gidman
Chief Operating Officer, Loomis, Sayles & Company
Mike Kendall
Director of Client Communications, SS&C
Patrick Whitehead
Executive Director and Operating Partner, Morgan Stanley Capital
SS&C Advent helps more than 4,300 investment firms around the world—from established global institutions to small start-up practices—to grow their business, minimize risk, and thrive. SS&C Geneva® is the leading portfolio, fund, and investor accounting solution for the alternative investment industry. It’s a highly scalable, true multicurrency and multi-asset class platform. Designed to support complex investment strategies across international markets, with the ability to manage fund, entity and legal structures, as well as fully support all transaction types and instruments, including syndicated loans and private debt. Today, Geneva is available in the cloud through Advent Managed Services, along with a customizable menu of operational services for clients to leverage. Learn more at www.advent.com/geneva