We deliver services via a wide range of service models including co-sourcing engagements, outsourcing, project management engagements, and consulting services all with special attention to the needs of our financial services and investment industry clients.

Areas of Specialty

  • Regulated investment company compliance and distribution requirements
  • Ric excise and tax provision process management and support
  • Alternative investments including private equity funds & hedge funds
  • Tax risk management & tax process design
  • Creation of spreadsheet and other templates for use in the ric tax processes
  • Analysis of swaps and other notional principal contracts
  • Options, caps, floors, and collars
  • Regulated futures contracts & forward currency contracts
  • Development of business requirements associated with automation and other systems development