Asset Management Solutions

Asset Management Solutions

Modernize. Streamline. Scale with Confidence.

Clarendon Partners empowers asset managers and asset servicers to optimize operations, mitigate risk, and unlock new value across the investment lifecycle. From middle- and back-office modernization to data strategy, outsourcing advisory, technology implementations, and operating model design, our experienced team helps you build resilient, scalable platforms for the future.

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Performance Optimization & Risk Mitigation

Clarendon brings clarity to complex cost structures, helping you manage:

  • Total Cost of Ownership (TCO) and cost-reduction strategies

  • Operational risk assessments and control enhancements

  • Governance frameworks that support innovation without sacrificing compliance

Data Strategy & Modernization

Data is your most valuable asset—if it’s accessible, accurate, and actionable. We help you:

  • Define and implement enterprise data strategies

  • Improve data governance, quality, and reporting across IBOR, ABOR, and security master

  • Select and integrate cloud-based data platforms (e.g., Snowflake, AI-enabled tools)

Our Advantage

Deep Industry Expertise
Our team combines real-world asset management experience with consulting discipline. We’ve advised top-tier alternative investment managers, asset servicers, and asset management businesses within global insurers with top-20 AUM worldwide.

Independent & Objective
We are solution-agnostic. Our only priority is helping you make informed, unbiased decisions that drive long-term value.

End-to-End Execution
We don’t just design solutions—we help implement them. From strategy through execution, we ensure your vision becomes reality.

What We Do

Operating Model Design & Transformation

We assess and reimagine your front-, middle-, and back-office structures to align with business objectives, reduce complexity, and prepare for scale. Our work includes:

  • End-to-end operating model assessments

  • Target state design and implementation roadmaps

  • Vendor evaluation and onboarding management/support

Outsourcing Strategy & Execution

From evaluating outsourcing opportunities to managing complex transitions, we provide:

  • RFP and selection support for custodians, fund admins, and technology vendors

  • Support across transitions, including staffing models and implementation oversight

  • Oversight framework design for ongoing performance and risk management

Ready to Evolve?

Recent Impact:

  • Led a full custodian and fund administrator RFP process for a Canadian insurer, enabling operational scalability across Canada and the U.S.

  • Developed data management and reporting strategy for a global asset servicer, improving transparency and client onboarding efficiency

  • Led a large operations improvement program, and developed SOPs for a Top 5 alternatives asset manager, including the manager’s use of offshore centers of excellence.