Middle Office Practice
Services of the Middle Office Practice
PORTFOLIO MONITORING & VALUATIONS
- 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
Examples of Our Middle Office Projects
iLEVEL Platform Management
A large PE firm based in Luxembourg
Ongoing management of iLEVEL to support the firm to realise its full potential benefits
After completing a successful iLEVEL implementation project, managed by Holland Mountain, the firm chose to use Holland Mountain’s outsourced platform management service to support the ongoing maintenance of the system. Through this service, a Holland Mountain iLEVEL expert is available to respond to change requests, to onboard new assets, and to configure new reports and dashboards. Holland Mountain monitors data quality through data exception dashboards, helping ensure that data is complete and working with the business to resolve any issues. Overall, Holland Mountain’s platform management service ensures that the system continues to evolve, in line with the needs of the business, and that the firms continues to realise its full potential benefits.
ESG Data Collection Process Support
A PE firm based in London with £3bn AuM
Extension of iLEVEL to cover ESG data and ongoing services to support the ESG data collection process
The firm was using portfolio monitoring system, iLEVEL, to manage financial and KPI data from its portfolio companies, and wished to extend it to cover ESG data as well. The business engaged iLEVEL experts, Holland Mountain, to help them design and implement a best practice ESG setup in iLEVEL. The business now draws on ongoing services from Holland Mountain to support its periodic ESG data collection processes, acting as first line of support for questions from portfolio companies and helping ensure that the firm’s ESG data is complete.
ESG System Implementation
A large, listed, multi-Private asset class manager
Implementation and rollout of an ESG data collection and monitoring tool across the firm’s investment strategies
The firm wished had selected an ESG tool but didn’t have enough capacity on its internal team to manage the implementation. The business engaged Holland Mountain to act on its behalf. A Holland Mountain ESG expert managed the end-to-end implementation, from upfront requirements definition & solution design through the testing process with the vendor and the training and rollout of the solution across the business. The scope of the implementation covered both the pre-implementation ESG due diligence process as well as post-investment ESG data collection and monitoring. Holland Mountain helped the firm setup best practice ESG data workflows and maximise the benefits of the system.