Adeptyx
Ari Fuad, CFA, is an accomplished professional with extensive experience in the investment management industry. As the Founder of Adeptyx Consulting Inc. since April 2009, Ari has provided consulting services focusing on operational and system needs. Prior roles include Founder and President of Adeptyx Consultant, Head of Consulting at Cutter Associates, and Associate Partner at IBM Business Consulting Services, where leadership in the Investment Management Practice included managing a significant risk management project for CalPERS. Ari also served as Associate Partner at PricewaterhouseCoopers (PwC) and held positions at Altadena Instruments, Cytrol Inc. as a Business Analyst, and Teltech Resource Network. Educational credentials include a BS in Geochemistry from Caltech and an MBA in Finance from the University of Minnesota Carlson School of Management.
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Adeptyx
Adeptyx exclusive focus is helping firms in the Asset/Wealth Management Industry increase efficiency and reduce risk through improved business flow, processes and systems. Specific areas of expertise include: Investment Products: Equity, Fixed Income, ETFs, Mutual Funds, Index Funds, Alts, UMA/SMA and Hedging Client/Adviser Management: CRM, On-Boarding, Portal, Experience, Contract Management, Reporting, and Servicing Portfolio Management: Portfolio Optimization, Tax Aware Solutions, Portfolio Analysis, Research Management, Analytics, Order Creation, Risk Management, Performance and Attribution Trading: Order Management, Execution Management, Trade Routing, Algos and Trading Pools, Best Execution Post Trading: Trade Matching (OMGEO, CTM), Reconciliation, Trade Notification, Exception Management, Performance Measurement Accounting: Portfolio Accounting, Fund Accounting, Bank Reconciliation, Cash Management Pre and Post Trade Compliance Data Management: Strategy, Standards, Ownership, Structure, Governance, Quality Management, Reconciliation, Cleansing, and Distribution Analytics: Trends, Patterns, Decisions and Visualization