Transformation and investment management

Developing next generation investment management organizations

Amidst a rapidly changing operating environment, investment management organizations have the opportunity to unlock value by leading with purpose, managing uncertainty and building operational resilience. From navigating macroeconomic challenges and maximizing real returns, to managing multi-faceted stakeholder pressures and delivering agile, scalable investment operations, the next generation of investment management organizations need to be equipped with the capabilities to succeed.

At PwC Canada, we have a specialized team of investment management strategy and transformation professionals focused on providing strategic and operational advisory that addresses the front to back capabilities and priorities of investment management organizations.

Our integrated approach

We understand that as an investment management organization, your challenges are cross-functional, and you look beyond investment performance to drive value for stakeholders. We work with you to deliver on your objectives with our strategy-through-execution approach, founded on our global experience with asset owners, asset and wealth managers and asset servicers, across every function of the business, including investments, operations, technology, risk and human resources.

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ESG Evolution: Navigating Trends and Harnessing the Power of Sustainability in Investment Operations

Meghan Harris-Ngae, National ESG Strategy & Advisory Leader, and Kai Lakhdar, Investment Management Consulting Leader, discuss the latest ESG trends impacting investment management organizations and how ESG can be effectively embedded into their operations.


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Unlocking the Human Potential: Challenges and Opportunities in Operating Model Transformations

Alex Henderson, Behavioural Insights Director and Valcony Sun, Investment Operations Partner, talk about navigating the workforce challenges that investment management organizations face during operating model transformations.

How can we help

Corporate and investment strategy

Design and implement a bespoke business strategy that best positions your organization for unprecedented growth, closing the gap between where you are today and where you want to be in the future. Our expertise covers the full range of strategy development, including multi-asset growth, performance management, organizational trust and ESG integration.

  • Corporate and investment strategy and execution
  • Asset growth strategy and execution
  • Investment portfolio optimization
  • Enterprise cost strategy and internalization
  • Geographic operating model and office expansion
  • Corporate performance management
  • Front-office analytics and investment advisory
  • Enterprise-wide ESG value creation

Investment operations and finance

Our proprietary Fit for Growth cost management platform and core target operating model design and transformation capabilities let us build an operational blueprint that enables a cost-effective, agile and resilient investment management organization.

  • Target operating model design and transformation
  • Fit for Growth, budgeting and cost optimization
  • Procurement and spend management
  • Process optimization and lean management
  • Project and transformation office management
  • Finance function transformation

Technology and data

The leading investment management organizations of the future will be technology-enabled, digital-first and data-driven. We bring our expertise in technology strategy and data management and governance to help build the technology and data capabilities that will enable your enterprise-wide strategic priorities.

  • Technology strategy and transformation
  • Data management, analytics and AI
  • IBOR and ABOR optimization
  • Cloud strategy and transformation
  • Technology and workforce agility
  • Cyber and data security

People and culture

Your people are your most important asset. To best position them for success, we can help you develop and implement people and culture initiatives that let you offer a differentiated value proposition to all your people, driving excellence through enhanced ways of working and cultural alignment.

  • Culture and workforce strategy
  • Talent management strategy
  • Workforce optimization
  • Hybrid working management
  • Change management excellence

Risk management and advisory

We understand that as your organization continues to grow, it’s critical to have adequate risk management and risk governance capabilities to both enable and sustain your growth. Our Risk Management Consulting practice focuses on building and optimizing capabilities to enhance investment and non-investment risk management, while allowing you to remain agile and nimble to promote organizational growth.

  • Risk management framework optimization
  • Risk governance and oversight
  • Risk identification and assessment
  • ESG reporting risk
  • Regulatory and compliance risk
  • Risk governance and oversight
  • Risk management and reporting

Related services

  • Vendor diligence and solution design

  • Customer experience and segmentation

  • Procurement

  • Sales and marketing

  • Back-office optimization

Contact us

Kai Lakhdar

Kai Lakhdar

Partner and National Private Equity and Pension Fund Consulting Leader, PwC Canada

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