The Operating Challenge: Expand Access, Reduce Data Issues
IAP introduces flexible, on-the-fly calculation capabilities. That flexibility also changes how firms persist results, control calculations, govern access, prepare data, and distribute returns. F2 Strategy helps performance teams make those decisions deliberately.
- Target operating model. Define post-calculation controls, exception workflows, return access, and user authorization mechanisms.
- Gap analysis. Assess the current landscape to identify IAP alignment and establish workarounds.
- Data Design. Establish future-state data flows and distribution mechanisms.
- Training. Prepare users with IAP terminology, data access, and enable adoption.
Why F2 Strategy
- Deep investment operations expertise. F2 Strategy guides clients towards operating-model transformations.
- Hands-on SimCorp experience. Our consultants bring more than 15 years of SimCorp implementation experience, including recent IAP enhancements.
- Independent perspective. We evaluate IAP in the context of each client’s requirements, ecosystem, and roadmap rather than treating platform configuration as the end state.
Turn IAP Flexibility into a Scalable Performance Operating Model
IAP changes more than how firms calculate performance. F2 Strategy helps firms establish the data, controls, governance, and workflows needed to operationalize IAP across the performance ecosystem.
The Challenge: Flexibility Requires a New Operating Model
IAP gives performance teams greater flexibility through on-demand calculation and access to results. But that flexibility introduces important operating decisions. Which calculations become official? Where are results validated and persisted? Who can access them? How are they distributed downstream? And how should IAP interact with the firm’s broader data and technology ecosystem? Without a defined operating model, firms risk introducing new complexity while trying to modernize.F2 Strategy helps firms answer these questions and build the controls, workflows and data architecture needed to use IAP at scale.
From IAP Capability to Operational Readiness
- Target Operating Model. Define how IAP fits within the broader performance ecosystem, including post-calculation controls, exception workflows, return access, and user authorization.
- Gap Analysis. Assess the current performance landscape, identify gaps between existing processes and the future IAP environment, and define the path forward.
- Data Design. Establish future-state data flows, including how results are prepared, validated, persisted, and distributed across downstream systems.
- Training & Adoption. Prepare performance teams to work effectively within the new environment through IAP terminology, data access, and workflow training.
Technology Expertise Meets Performance Expertise
IAP is not simply a technology implementation.
F2 Strategy combines hands-on SimCorp experience with decades of performance and investment operations expertise to help firms determine not only what IAP can do, but how it should operate within their organization.
- Deep Performance Expertise. We understand the data dependencies, controls, and downstream requirements behind institutional performance operations.
- Hands-On SimCorp Experience. Our consultants bring more than 15 years of SimCorp implementation experience, including recent IAP enhancements.
- Independent Operating Model Perspective. We evaluate IAP within each client’s requirements, technology ecosystem, and long-term roadmap rather than treating platform configuration as the end state.
Move beyond implementing IAP.
Build the operating model to make it work.
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