Case Studies

 CSS was selected as a partner to help solve a client’s global fund reporting challenges. The asset manager had built…

As part of the asset manager’s initiative to review its target operating model and its strategic supplier landscape, CSS was…

CSS was selected as a long-term strategic partner to help solve a client’s global fund reporting challenges. The Tier 1…

 The alternative credit manager focuses on alternative credit strategies and has $5+ billion in assets under management. The experienced Chief…

 Position Limit Monitoring requires the regular sourcing of limits from exchanges and regulators to ensure that the most current limits…

The Securities and Exchange Commission (SEC) published a report on Cybersecurity and Resiliency Observations and several risk alerts in which…

XML Securities, LLC, a full-service broker-dealer and its affiliate investment advisor, XML Financial Group, were challenged to compile compliant and…

A global Tier 1 asset manager decided to take a more holistic approach to their regulatory reporting by moving from…

CSS was selected as the strategic partner to help a global Tier 1 investment manager move from a tactical to…