Asset and Portfolio Management

Services

Lionpoint leverages industry expertise and leading technologies to help private markets firms improve their portfolio performance across the asset lifecycle through the collection, standardisation and centralisation of asset and portfolio data.

Does your firm have these challenges?

Data Fragmentation

Clients struggle with scattered asset data. We unify and standardize data across systems for accurate monitoring and valuation.

Technology Complexity

Complex operating models hinder efficiency. We streamline technology infrastructure to optimize asset management processes.

Vendor and System Selection

Choosing the right platforms is daunting. We guide clients through vendor evaluation and system selection, ensuring alignment with strategic goals.

Data Strategy and Governance

Inadequate data governance leads to inconsistencies. We implement robust governance frameworks to ensure data integrity and compliance.

Operational Inefficiencies

Manual processes hinder productivity. We optimize workflows and automate tasks to drive efficiency in asset and portfolio management.

Our Offerings

  • Current Technology Operating Model review: look at existing tech stack and data model and suggest improvement areas
  • Peer analysis: provide an industry view on how others are handling Real Assets data aggregation for asset and portfolio management
  • System selection: help evaluate the vendors in the market, and document the key requirements that must be achieved by the new platform
  • System implementation: support with implementing new platforms, using our prior experience with the vendors in the in the space to suggest efficiencies
  • Data Strategy: improve overall data management, e.g., with data governance practices

Key benefits to our asset and portfolio management services

Increased Automation & Efficiency​

Streamlined Workflow

Data Accuracy

Risk Mitigation & Controls​

Faster, Smoother implementations led by Experienced Teams​

Insights Through Analytics​

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Our areas of capabilities

Tactical Advisory Services:

System Selection, Peer Benchmarking and Health Checks​

Strategic Advisory Services

Current state assessments, future state recommendations and target operating model based on your business requirements

Data Management:

Assist or lead in data migration, transformation and sanitization activities. Transition existing or constructing new reports and workflows

Implementation Services

Tailor an out-of-the-box experience to one matching the way you operate via requirements discovery and gathering, system configuration, project/program management​

Post-Implementation Support:

Provide Training Sessions and Change Management Controls, supplying interim external resources through Managed Services Agreements.​

Why Lionpoint?

Industry Experts

We specialise in alternative investment industry. Understanding market trends and practices.

Technology Experts

We are technology subject matter experts. Keeping our clients one step ahead by being at the forefront of the technology developments, new technologies and new entrants

Unique Approach

We combine industry and technology expertise into one service offering.

Expert Methodology

We can rapidly deploy our proven templates and methodologies to accelerate sustainable change.

Technology Solutions

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We Work Across Alternatives

Private Equity

Lionpoint helps private equity clients navigate complex operations by leveraging our expertise and track record of implementing best-in-class technology solutions to optimize performance and drive growth.

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Private Credit & Liquid Debt

Lionpoint helps credit managers navigate the complexities of private credit, liquid debt, and structured products, enabling them to build scalable and profitable organizations.

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Real Assets

Lionpoint partners with Real Asset clients to navigate critical business transitions, driving growth through strategic insights and innovative solutions.

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With the following clients

General Partners

We help align intersection of technology and operations transformation to support.

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Limited Partners

We work with our clients to build out their ecosystem by driving optimization of operation and technological processes and systems.

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Fund Administrators

Supporting our clients enabling technology solutions that service their client base.

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Financial Institutions

Our strength in financial services consulting is enabling businesses with the processes and tools to support their strategic growth.

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Lionpoint Core Capabilities

Target Operating Model

Process Design and Optimisation

System Review and Selection

Organisation Design

System Implementation

Peer Benchmarking and Market Intelligence

Enterprise Transformation

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Let’s talk about your next project.

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