Growing Pressure for Efficiency

As investor demands for greater returns and reduced costs increase, asset managers are faced with growing pressure to create more efficient operating models across their front, middle and back office operations, allowing them to focus on end-client servicing and alpha generating functions.

Creating an Optimized Operating Model

At Ultimus, we take a consultative approach to work with our clients to create an optimized operating model across the entire investment lifecycle. By taking a brighter approach to solutioning, not a “one-size-fits-all” concept, we consider the distinctiveness of each asset manager’s business, and work with them to create an investment operations outsourcing model that is best aligned with their goals.

Tech Powered and Integrated Platform

Enabled by our elite professionals and tech-powered operating platform, Ultimus delivers a fully integrated managed service model to support front, middle and back office operations – a brighter, more streamlined approach. Through our optimized investment management operating model we create an environment where our clients receive uniform reporting across their entire enterprise, regardless of fund structures or account types.

Designed for the Future

Implementing an optimized operating model and tech-driven solutions for investment management processes designed for the future, positions our clients and their end stakeholders for long-term, successful partnerships.

“Working with a partner who offers a complete solution for all of our account types and seamlessly unifies our data enables us to focus on providing the best possible service to our clients. We appreciate the level of attention and service we received during the transition and are excited to partner with Ultimus because of their willingness to tailor their services to our needs and their commitment to client service.”

Eric Huefner
Chief Operating Officer, Grandeur Peak Global Advisors

Grandeur Peak Selects Ultimus as Enterprise Service Partner

Jan 09, 2024