REFORMIS CAPABILITY STATEMENT
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Who are ReformIS ?City of London based consultancy providing Asset Management expertise
• Formed in 2003
• Spitalfields, City of London based offices
• Exclusive Asset Management consultancy
• Qualified Business and IT consultants facing Front & Middle Office
• Over 40 Employees and Associates in total
• CADIS EDM, Microsoft Gold and Business Objects Partner
• “Onshore” development capability
• Solutions Architecture goal: Bridging the Business and Technology gap
• Development of key partner relationships with AM specific vendors
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What do we do ? Subject Matter Consultancy for the Asset Management sector
In Partnership with
Asset Class ExperienceVendor Expertise Market Standards Adherence
Front Office
Enterprise Data
Management
Operations
Business
Intelligence
Distribution
Technical
Services
Business
Analysis
Data Analysis
Project
Management
Change
Management
globallinkFXall
Netik
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What are our Development Capabilities?Microsoft Core technologies and Vendor implementation skills from our London on-shore development office
Microsoft Gold Partner
- .Net 1.1 - 3.5- SQL Server 2000 - 2008- Sharepoint- Business Dynamics CRM- XML Web Services- Service Oriented Architecture- Biztalk
CADIS Implementation Partner
- Fully trained and certified team- On site or off site development - Data Management practice- Security Master, Benchmark, Reference
data project experience- Active contributor to CADIS forums and
wiki
Business Objects Partner
- Key tool in our Business Intelligence practise
- Distribution and Investment MIS solutions- Financial MIS centred around key
Profit/Loss KPI’s- Reporting and ETL expertise
Vendor Product Added Value
- Configuration of market leading vendor products to suit unique client reqts
- Additional development to compliment vendor product functionality
- Researching new vendor relationships- Developing AM solutions for generic
vendor solutions (e.g. Desknet)
Development Practise
Global Transparency Reporting
Yield CheckerCash Management
Blotter
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What is our Managed Service Offering?Infrastructure, Quality procedures and Call logging system in place to support post implementation running
• Based in our Coppergate Office, Spitalfields, London
• Long standing Managed Support Service for our first client in 2003
• Migration-in of support from our ongoing client developments
• Full support help desk infrastructure – Hardware and Software
• Call Logging software operational
• Dedicated helpdesk phone lines
• Tailored SLAs to meet clients’ varying requirements
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What are our Methods and Standards ?IMC qualified business consultants, PRINCE 2 project delivery experts and Microsoft certified technical staff
• Project Delivery Lifecycle documentation and controls
• Fully committed Employee development programme
(B)
Solution
Development
Training
Path
ISEBFoundation in
Development and
Delivery
ISEBDevelopment
Essentials and
Techniques
ISEBSystems
Development
Diploma
(A)
Technical
Training
Path
MCP
MCTS
MCAD
MCPD
MCSD
MCA*
Personalised timescales
1. Startup
Level
2. Intermediary
Level
3. Practitioner
Level
Formalisation and Consolidation of
existing skills
Advancement of existing skills,
added value experience
Practical Experience, Commercial
application of training path
(C)
Business
Analysis
Training
Path
7 City
bpp
ISEBBusiness Analysis
(Foundation)
ISEBBusiness Analysis
(Essentials)
Learning Tree(Introduction to
Business Analysis)
Learning Tree(e.g.Developing
User Requirements)
(D)
Project
Management
Training
Path
PRINCE2 Foundation
PRINCE2 Practitioner
PRINCE2 Practitioner
Upgrade
Personalised timescales
1. Startup
Level
2. Intermediary
Level
3. Practitioner
Level
Formalisation and Consolidation of
existing skills
Advancement of existing skills,
added value experience
Practical Experience, Commercial
application of training path
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CA
SE STUD
IESSample Case StudiesA summary of our experience in the Asset Management sector
• Front Office
o Forex Trading
• Middle Office
o Mirrored Accounts
o Global Product Book
• Regulatory Reporting
• Data Management
• Business Intelligence
o Client Management Dashboard
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SE STUD
IES FRONT OFFICE Case Studies – Forex TradingSTP Forex fund management and trading solution written in .Net
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IES FRONT OFFICE Case Studies – Other examplesFrom Front Office trading desk support to the delivery of bespoke solutions
Name Solution Description
FI RFP thinkFolio,
Cafit, Imagine
Analysis of decision support process and leading vendor products to construct an
RFP.
OTC solution thinkFolio Business Analysis effort capturing Front Office OTC Derivative servicing
requirements for the “Back Office Outsource project”.
FIX LZ & Cameron Implementation of FIX trading in LatentZero. Integration with more than 25 brokers
(point to point & over LSE hub).
FI Trading CRD,Trade web,
Market Axess
Implementation of fixed income electronic trading with Trade Web on Charles River
Treasury LatentZero
FXall
Detailed analysis of cash management process. Working with LatentZero to define
requirements for next release. Implementation of FXall and automated integration with
internally developed order management system.
Scalable
Derivatives
program
UCITS III post
trade
compliance
Conducting the business requirements analysis for post trade compliance monitoring
of the retail funds business. Exercise sought to extend the use of ETD and OTC
derivative strategies within the management of the client fund universe
Compliance CRD Decommissioning of LZ for CRD. Detailed requirements analysis for Global guideline
checking. Implementation of CRD v8 for pre-trade monitoring of Global accounts
Fund
Launches
130/30 Funds Analysis of Fund Manager order management requirements, middle office reporting
requirements and delivery of a trading solution for the front office.
CDM Tibco, FpML,
XML
Development of a XML central data model with imbedded FpML for implementation of
global message bus to integrate Goldensource, LZ, CRD with downstream systems.
Staging ADTS Bespoke development of data staging solution to supply benchmarks, positions,
prices and security data to CRD
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MIDDLE OFFICE Case Studies – Mirrored AccountsInnovative mirrored trading application in .Net utilising web services and EAI design
• Customised financial solutions for clients that involve running a parallel fund, managed or otherwise
• Estimated value of this service was over £500m in subscriptions
• Any order placed on “Fund A” would be re-created automatically in all mirrored funds subject to key ratios, compliance rules etc.
• ReformIS consultants played key architecture and technical roles
• Design based around Enterprise Application Integration (EAI)
• The EAI design paradigm allows for the integration of multiple, disparate and technology diverse applications
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MIDDLE OFFICE Case Studies – Global Product BookInvestment Product Management Information Solution in Business Objects, SQL and .Net GUI
• Client had wealth of product information but had difficulty in providing consistent reporting
• Variety of sources existed for the product data across several locations
• Aim of solution was to produce a consolidated and consistent view
• Team was made up of investment BA’s, ETL specialists and GUI developers
• Solution involved Dimensional Modelling and MIS reporting techniques as well as timely and qualitative ETL data feeds
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MIDDLE OFFICE Case Studies – Large Holdings ReportingInvestment Product Management Information Solution in Business Objects, SQL and a .Net GUI
• EU and Global Transparency Directives require that investors disclose their holdings when they reach certain thresholds
• Must identify where issuer holding thresholds have been breached, and notify the regulators or exchange as appropriate
• The exact rules and thresholds vary globally between countries e.g.o shares or voting rights held; by legal entity; Inclusion of financial instruments
additional to equities; direct and indirect holdings.
• The global variation in regulations means that an ad-hoc manual solution will be costly and time-consuming to maintain
• Key features of ReformIS solution are:
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Data Management Case Studies – CADIS Security MasterInvestment Product Management Information Solution in Business Objects, SQL and a .Net GUI
• Aim was to integrate Charles River into their data management program• CADIS was chosen as Data Management tool to establish the following
data within CRD from their enterprise systems:oSecurity Mastero Index and benchmark datao IssuersoPositions and Accounts
• Used CADIS best practise approach• Organised and played key role in analysis and design sessions• ReformIS consultants played key architectural and development roles in
all of above streams• Designed CADIS “Matcher” solution
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BI Case Study - Vendor Selection and MIS Dashboard Project Major European Asset Management Company, London and Zurich, 2008
Business Problem
• A largely manual customer management system lead to the following issues
• Poor knowledge of client universe, their preferences and commercial habits• Personalised information stored in silo’s• Reactive rather than proactive decisions to client demands• Bad quality data leading to poor decision making capabilities • Inability to consolidate management information for their existing clients.
ReformIS Solution
• Meeting high level stakeholders to discuss high level requirements• BPR to understand current process, their future vision and the percieved gap• Vendors selected were Siebel, Microsoft CRM and a bespoke development • Manage ITT process for selected vendors based on gap requirements• Vendor Recommendation based on closeness of fit to product capabilities• Recommended changes to business process and data quality procedures• Parallel development of Management Information KPI Dashboard.
Business benefits
• Coordinated, timely and accurate information leading to better understanding of clients. Ability to proactively drive the sales effort and pipeline.
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BI Case Study – Management Information DashboardMajor European Asset Management Company, London and Zurich, 2008
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BI Case Study – Management Information DashboardMajor European Asset Management Company, London and Zurich, 2008
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