Investment management operating model development & organisational design
Building an investment management team from the ground up
Driven by the decision to internalise the investment management team, a redesign of the current investment operating model was required. 1886 partnered with this Australian based industry superannuation fund, with $AUD70b fund under management, to establish and deliver an investment transformation project focused on a redesign of how the team was structured and organised.
THE CHALLENGE
After the Board decided to internalise the investment management team, there was a business need for the client to redesign its investment operating model.
In order to manage the change effectively, the client required a current state assessment, future state design and implementation of key investment solutions, which included a redesign of how the team was structured and organised.
THE PROJECT
Partnering with the client, 1886 established the Investment Transformation Program.
A contemporary and high-performing investment function within the client’s organisation responsible for driving improved investment performance, timely investment analytics, reporting and regulatory compliance and governance.
1886 APPROACH
1886 successfully partnered with the client and was able to apply our expertise across multiple disciplines and business units in order to build a new team that seamlessly integrated with the wider business. This involved:
DEVELOPING NEW DESIGN PRINCIPLES AND SOURCING STRATEGY
DEVELOPING A NEW TARGET STATE CAPABILITY MODEL
REDEFINING THE CLIENT’S OPERATING MODEL AND SOLUTIONS
DESIGNING NEW PROCESSES AND WORKFLOWS
BUILDING OUT THE CLIENT’S NEW TECHNOLOGY AND DATA ARCHITECTURE
OUTCOMES
The client was empowered and enabled to evolve legacy investment processes and implement new ones that supported future business objectives and were purpose-built for the newly structured team.
Our work led to strategically advising leadership to the CIO and wider investment leadership team, establishing an internal Investment Data team, and preparing their strategy.
