Who we are

ClearEdge Asset Management Consulting is an organization of the industry's top Order Management, Portfolio Accounting, and Compliance experts. Our group averages more than 15 years of successful hands-on experience providing a wide range of project management, systems implementation, and workflow design services and solutions to the world's leading Buy-Side investment firms.

We provide to Asset Managers...

PROJECT MANAGEMENT

We utilize a transparent, pragmatic approach and adapt to your methodology and standards. Communication is the key.

DOMAIN EXPERTISE

Your consultant should understand your business and markets as well as you do. Our client list includes a wide array of asset management firms from insurance companies to hedge funds utilizing a myriad of strategies, workflows, and trading techniques. This breadth of experience allows us to quickly understand your business needs and offer best practice recommendations. We are expert in Portfolio Management and Order Generation, Compliance, Trading, Settlement, Clearing, and Portfolio Accounting; we cover the full order life-cycle.

TECHNICAL KNOW-HOW

We know that technology changes fast and we stay up to date with the latest trends. But, we apply technology solely as a way to solve business problems; we don't overengineer. Your business is the driver.

We are technology agnostic. We recommend and deploy the most appropriate solutions for your organization. We have worked with numerous vendor solutions and have managed the design and development of custom applications.

Specialties

System Implementations

Upgrades

Business Process Reengineering

Strategic Review

Applications

Charles River

Advent

Eagle

Markit EDM (Cadis)

Bloomberg

MacGregor

Latent Zero

Linedata