Fund Reporting – Client Success
CSS was selected as a partner to help solve a client’s global fund reporting challenges. The asset manager had built......
Case Studies
July 16, 2021- July 16, 2021
Fund Reporting Wholesale – Client Success
As part of the asset manager’s initiative to review its target operating model and its strategic supplier landscape, CSS was......
- July 16, 2021
End-to-End Fund Reporting – Client Success
CSS was selected as a long-term strategic partner to help solve a client’s global fund reporting challenges. The Tier 1......
- June 29, 2021
Outsourced Compliance – Client Success
The alternative credit manager focuses on alternative credit strategies and has $5+ billion in assets under management. The experienced Chief......
- June 15, 2021
Pre-Trade for Position Limit Monitoring – Client Success
Position Limit Monitoring requires the regular sourcing of limits from exchanges and regulators to ensure that the most current limits......
- June 2, 2021
Cybersecurity – Client Success
The Securities and Exchange Commission (SEC) published a report on Cybersecurity and Resiliency Observations and several risk alerts in which......
- November 20, 2020
Form CRS – Client Success
XML Securities, LLC, a full-service broker-dealer and its affiliate investment advisor, XML Financial Group, were challenged to compile compliant and......
- November 20, 2020
Transaction Reporting – Client Success
A global Tier 1 asset manager decided to take a more holistic approach to their regulatory reporting by moving from......
- November 20, 2020
Position Limit Monitoring – Client Success
CSS was selected as the strategic partner to help a global Tier 1 investment manager move from a tactical to......
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