INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

Procorre provide a team of high quality projects specialists to investment management projects.

At Procorre, we work hard to provide technical and business solutions to help overcome challenges that investment management firms are facing which will deliver the changes necessary to remain competitive and comply with regulatory obligations.

Our Services

Procorre has a history of delivering Project / Programme Management, Change Management, Solution Architecture and Project Deliver to the Investment Management industry.

We offer our clients the ability to outsource their projects to Procorre. These projects may vary from the delivery of a certain aspect of the project that requires specialised skills, to the outsourcing of an entire project.

Speak to Procorre

If you are about to embark on a project within your organisation, Procorre can be of assistance from the initiating, planning and delivering of your project.

We invite you to contact our project director. Get in touch through the form below, and we will discuss your requirements based on your current operations.

OUR CONSULTANTS

Procorre provide a team of high quality projects specialists to investment management projects.

At Procorre, we work hard to provide technical and business solutions to help overcome challenges that investment management firms are facing which will deliver the changes necessary to remain competitive and comply with regulatory obligations.

The team has many years’ experience providing services to vendors, asset managers and directly to pension funds.

We only partner with experienced project specialists that have a proven track record on projects, delivering solutions, and managing change on investment management projects.

We are currently supplying consultants to work on projects implementing solutions in the following areas:

  • Performance Measurement and Attribution
  • Risk Measurement and Reporting
  • Regulatory and Client Reporting
    • Factsheet Automation
    • Digital projects to meet regulatory and reporting needs
  • Portfolio and Order Management
  • RPA and Intelligent Automation to back office and middle office processes (e.g. Factsheets, Performance Reporting)

THE INTERMEDIARIES LEGISLATION (IR35)

IR35 Report

Our report on IR35 is available to access and download here. 

As a global consultancy that facilitate the deployment of domestic consultants and experts on a mass scale, we have worked closely with third party compliance experts to prepare for the Intermediaries Legislation (or IR35).

We ensure that our consultants are able to work on client projects compliantly with the IR35 financial services changes, providing assurance to both our experts and our clients.

The banking and investment management sector has seen major developments recently regarding the way that organisations will engage with limited company contractors as a result of IR35 financial services sector changes, with some large banks stating that they will cease engaging with them.

We are aware that the expertise delivered by independent consultants and project sponsors is vital to the industry, and can provide our experts without any concerns of IR35 on the client or consultants behalf.

We also manage a LinkedIn group where we encourage discussion on the topic, you can join the group here.

INVESTMENT MANAGEMENT

When embarking on projects with banks and investment management organisations, Project Sponsors have an obligation to continuously deliver a high quality service. At Procorre, we work hard to provide solutions to deliver this quality when engaging our consultants on projects.

Our Services

Procorre has a history of delivering Project / Programme Management, Change Management, Solution Architecture and Project Deliver to the Investment Management industry.

We offer our clients the ability to outsource their projects to Procorre. These projects may vary from the delivery of a certain aspect of the project that requires specialised skills, to the outsourcing of an entire project.

Speak to Procorre

If you are about to embark on a project within your organisation, Procorre can be of assistance from the initiating, planning and delivering of your project.

We invite you to contact our project director. Get in touch through the form below, and we will discuss your requirements based on your current operations.

OUR CONSULTANTS

We offer global clients a complete range of high-quality project skills that recognise the need to deliver both technical solutions and to manage the change necessary to operate these solutions.

The team has many years’ experience providing services to vendors, asset managers and directly to pension funds.

We only partner with experienced project specialists that have a proven track record on projects, delivering solutions, and managing change on investment management projects.

We are currently supplying consultants to work on projects implementing solutions in the following areas:

  • Performance Measurement and Attribution
  • Risk Measurement and Reporting
  • Regulatory and Client Reporting
    • Factsheet Automation
    • Digital projects to meet regulatory and reporting needs
  • Portfolio and Order Management
  • RPA and Intelligent Automation to back office and middle office processes (e.g. Factsheets, Performance Reporting)

THE INTERMEDIARIES LEGISLATION (IR35)

As a global consultancy that facilitate the deployment of domestic consultants and experts on a mass scale, we have worked closely with third party compliance experts to prepare for the Intermediaries Legislation (or IR35).

We ensure that our consultants are able to work on client projects compliantly with the IR35 financial services changes, providing assurance to both our experts and our clients.

The banking and investment management sector has seen major developments recently regarding the way that organisations will engage with limited company contractors as a result of IR35 financial services sector changes, with some large banks stating that they will cease engaging with them.

We are aware that the expertise delivered by independent consultants and project sponsors is vital to the industry, and can provide our experts without any concerns of IR35 on the client or consultants behalf.

Our report on IR35 is available to access and download here. 

We also manage a LinkedIn group where we encourage discussion on the topic, you can join the group here.