Back-office operations

We partner with investment managers, wealth managers and hedge funds to help them offer platform-agnostic support to their back-office teams, and provide operational support covering a large number of asset classes.

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Overview

All well-functioning businesses require extensive back-office support for their operations. Back-office operations include settlement, clearance, record maintenance, regulatory compliance and accounting-related tasks.

These operations are sometimes underrated, although they cover everything from handling and controlling background tasks to equipping front-end employees to perform efficiently.

At Acuity, we strategically partner with clients to work as an extension of their teams. Our ability to hire, train and retain top finance talent is our main differentiating factor. Our firm’s capital markets research heritage has helped us understand and manage requirements of back-office operations teams. Our ability to provide cost-effective and stable back-office operations has enabled our clients to achieve their operational alpha goals.

Who we serve

Back-Office Operations support we offer

  1. < 1 Capital activity >
  2. < 2 Admin support >
  3. < 3 Investment management regulatory reporting >
  4. < 4 Portfolio management >
  5. < 5 Experience with third-party platforms >
  6. < 6 Fund accounting support >

Back-Office Operations support we offer

  1. < 1 Capital activity >
  2. < 2 Admin support >
  3. < 3 Investment management regulatory reporting >
  4. < 4 Portfolio management >
  5. < 5 Experience with third-party platforms >
  6. < 6 Fund accounting support >

How we are different

Customized automated solutions
Customized automated solutions
Our customised automated solutions improve and help build in-house system capabilities that streamline the back-office operations model
Scalable back-office teams
Scalable back-office teams
Set up scalable back-office teams that move in line with AuM
Flexible outsourcing model
Flexible outsourcing model
Set up scalable back-office teams that move in line with AuM
“Follow the sun” model
“Follow the sun” model
A “follow the sun” model that helps complete all critical trade tasks before markets open

What we have done

Support for Consulting and Corporate Firms
Shadow accounting (direct lending, CLOs, hedge funds, liquidity) support to a Europe-based credit and private debt manager
What we are proud of

40%+

annualised operational cost savings

5x

increase in client interactions

Read more
Support for Consulting and Corporate Firms
Trade confirmation and reconciliation support to a leading US-based hedge fund
What we are proud of

40%+

annualised operational cost savings

Time-difference advantage resulted in faster trade settlement

Read more
Support for Consulting and Corporate Firms
Fund accounting support to a US-based exchange-traded product (ETP) provider
What we are proud of

300%

increase in product coverage

50%

faster turnaround in NAVs released through our streamlined process

Read more
See All Case Studies

Our Perspective on Back-office operations

Finfluencers on the radar of British watchdogs due to increasing use of social media
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customer rights FCA

Finfluencers on the radar of British watchdogs due to increasing use of social media
The SEC’s amendments to Form PF
Blog
cftc

The SEC’s amendments to Form PF
Leveraged lending trends – through the lens of a recession
Blog
Debt default

Leveraged lending trends – through the lens of a recession
Thermal power transition: A growing hub for new-energy minerals and investments
Whitepaper
Clean Energy

Thermal power transition: A growing hub for new-energy minerals and investments
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Meet our experts

Stevi Joseph

Director, Portfolio Analytics

Stevi heads the Portfolio Research and Operations (PRO) practice including middle-office operations at Acuity Knowledge Partners. He oversees teams supporting asset and wealth managers, fund houses and hedge funds in investment/portfolio operations and portfolio management. He has over 15 years of experience in the investment management industry across portfolio risk analytics, middle-office operations, manager research, investment reporting and data management. He holds an MSc in physics.

Stevi Joseph
Stevi Joseph

Director, Portfolio Analytics
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