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Yelena Balashchenko
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Co2RE Operational Infrastructure Review

Co2RE Review is IntegriDATA’s proprietary service that enables investment managers to proactively address the challenges to their operational infrastructures brought to the surface by evolving markets, investor concern and impending regulations.

Co2RE Review consists of an enterprise wide intensive analysis and evaluation of an investment manager’s key infrastructure components: business processes; system interfaces; reports and data; and organizational design. After synthesizing the analysis, tactical and strategic recommendations are crafted. The end result is a detailed road map for change and a highly actionable plan aimed at improving:

·         Compliance

·         Cost Reduction

·         Risk Mitigation

·         Effectiveness

Key Benefits

·         Achieve Industry “Best Practices”

·         Improve profitability and competitive advantage

·         Enhance technology, operational and accounting controls

·         Mitigate operational risk and enhance scalability

·         Determine operational readiness for investor mandated control audits

·         Proposal for long term technology architecture

About Our Methodology

IntegriDATA utilizes a proprietary process methodology and toolset which have been developed over the past several years to facilitate the specific enhancements needed to the business and technology infrastructure of each client.

Through a combination of reviewing client-supplied documentation, interviews with key client personnel, process walkthroughs and detailed data analysis, each business process is evaluated and assigned a rating across the following criteria: fulfillment of requirements; scalability; risk control and data accessibility and reporting. Along with the detailed analysis performed, findings and recommendations are documented within a final written report that is presented to executive management at the conclusion of the engagement.

Contact IntegriDATA at [email protected] for further information on Co2RE Operational Infrastructure Review and/or to schedule your complimentary DEMO PRESENTATION.

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