Be | Shaping the Future (Be DACH) - Asset Management

Asset Management

The asset management team provides tailor-made functional and technical advice addressing the challenging requirements of institutional investors.

For the past 20 years we have supported our clients both in mastering the massive technological shift in the business, and in achieving their growth targets.

We advise our clients specifically on the implementation of regulatory requirements, post-merger integration projects, the selection and introduction of innovative technological solutions. These digital transformation services include cloud migration, machine learning solutions, and AI/robo-advisory applications.

Services

We advise our clients on the implementation of regulatory requirements, post-merger integration projects, the selection and introduction of innovative technological solutions.

  • We understand the challenging requirements towards master data management and provide client specific solutions for data organization, storage, ownership and overall strategic handling.

    Focus of our work is around data governance, eliminating data redundancy, creating single sources of truth (“golden copy”) and to integrate and automate data provisioning between systems involved.

  • We support our clients in the selection, implementation and maintenance of standard portfolio management solutions. Among many other activities we successfully managed system migration projects with top global investment companies and helped clients to extend the scope of assets under management by adding real estate. In recent initiatives we implemented ESG data provisioning and ESG reporting for large real estate fund management companies.

    Be provides customized products for the portfolio management of buy-side companies. These are primarily used by a large number of public pension funds.

  • We support financial institutions in overcoming the increasing KYC cost burden and reputational risk from compliance violations.

    Our services range from process analysis and performance improvement to the selection and introduction of KYC standard solutions. In addition, Be provides consulting services to improve the implementation of regulatory requirements.

  • Be offers digital asset advisory services for the primary and secondary markets, as well as the full lifecycle of asset management.

    By utilizing automation, new distributed ledger and cloud services, we support our clients in reinventing the issuance, management and custody of assets along the whole trading value chain.

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