Business areas
ASSET MANAGEMENT
Broad Competence
We have a wide range of expertise in both Finance and IT, which allows us to offer comprehensive solutions within asset management. In our assignments, we assist with system development, business analysis (investigations, requirements management, etc.), system management, risk management, financial reporting, regulatory compliance, project management and agile methods, strategic consulting and internal audit.
Experience
Our consultants have extensive experience in asset management, with many senior employees having over 20 years of experience.
Holistic view
We work with a holistic view of both business operations and IT, which allows us to streamline processes and system support for our customers.
Fast Productivity
Our consultants quickly become productive thanks to their deep knowledge in both Finance and IT.
Thanks to our broad range of expertise, Clara can offer a comprehensive service that not only focuses on managing assets but also on optimizing the entire operational and strategic part of asset management to meet the client’s long-term financial goals.
With a deep understanding of market trends, financial products and insight into the client’s long-term goals, we can provide advice on long-term investments, portfolio strategies and financial planning. We can provide objective recommendations that optimize asset management based on goals and risk profile.
Strong analytical skills with an ability to understand and identify the client’s specific business challenges allow us to offer process optimization, organizational changes and improvement of operational efficiency. Our consultants can also help develop business models and create solutions to support asset management in complex business environments.
Other competencies we possess are the ability to implement and adapt technical solutions that support business needs, including data integration, system development and software customization to streamline investment processes. Additionally, technical skills to manage and optimize system infrastructure, as well as the ability to ensure that systems operate efficiently and are updated to meet new needs and requirements.
What we help our clients with in Asset Management
Operations and Systems Management
Staffing and expertise in front-, mid- and back-office processes. Support in existing system management or system-related projects.
Strategic consulting, procurement and implementation
Investigations and decision-making documents at a strategic level. Needs and requirements analysis prior to procurement. Implementation of public or non-public procurement. System implementations of new systems or upgrades.
Risk & Performance
Expertise in risk and performance monitoring for both internal and external use. Legal, internal and customer reporting. Review of existing processes and recommendations of best practices in the area.
Financial Regulations
Analysis of regulatory changes. Consequence and requirements analysis. Implementation of process and system changes. Data collection, data quality assurance and reporting.
Business Analysis
Work in the line in various types of roles within operations. Reinforcement during projects and work peaks. Investigations and requirements management in case of changes in legal requirements or requests for process improvements.
System development
IT development in customer environments. Report development. Integrations. Data management and DW/BI solutions. Requirements management and testing.
Other business areas
Capital markets
At Clara, we are specialists in helping securities trading players meet the challenges of the future. With a strong heritage from Asset Management, we combine deep industry knowledge with technical expertise to deliver world-class strategic advice and operational services.
Our strength lies in understanding the entire securities cycle – from trading and risk management to regulatory compliance and data management. We offer tailored solutions for investment banks, brokerage firms, trading venues and clearing houses that require both business understanding and technical precision.
Insurance
Within our Insurance business area, we help insurance companies future-proof their operations – with the right technology, the right expertise and the right strategy. With a strong foundation in systems solutions, data management, quantitative analysis and regulatory understanding, we offer cutting-edge expertise to an industry where risk and complexity are everyday occurrences.
We already work with leading players in life insurance, non-life insurance, reinsurance and pension funds. Our assignments span everything from asset management and capital adequacy to risk modeling and regulatory adaptation – areas where our technical expertise and business acumen create tangible results.
