Middle Office Practice

Holland Mountain has a skilled team of Private Capital middle office process experts. This team has supported numerous Private Capital firms to select and implement portfolio monitoring systems and to optimize their middle office processes.

Our middle office team also has significant experience supporting firms to establish their ESG processes and technology. Leveraging in depth knowledge of the ESG solutions and data providers, they advise firms on the ESG operating model that will best fit their needs, and help them select and implement the best suited solutions.

Services of the Middle Office Practice

  • Portfolio monitoring system selection and implementation
  • Portfolio monitoring system health check and improvement
  • Portfolio monitoring system platform management
  • ESG operating model design
  • ESG solution selection and implementation