Six anonymised case studies from 20+ years of front-office investment technology delivery. Each one structured around a real situation, a defined approach, and measurable outcomes. No company names — the work speaks for itself.
Duration, yield, and spread data was being calculated in multiple places and distributed inconsistently. The Investment Committee was governing on manual summaries. A centralised governed framework changed both.
No institutional-grade OMS for Fixed Income and Treasury, no compliance framework, no integrated trading capability. The programme built it all — from vendor selection through to live operations, with a board that needed visibility throughout.
Performance and risk reporting relied on manual processes that couldn't be evidenced for audit. The governance framework established traceable data flows, clear ownership, and validated outputs across all stakeholder reports.
The FCA required the firm to demonstrate it could sustain critical investment functions during severe IT outages. The existing contingency arrangements did not meet the standard. A new platform did.
The IC was receiving comprehensive reports that answered questions nobody was asking. A restructured framework gave trustees and principals what they needed to govern — without requiring a technical briefing to interpret it.