Percy Fay, CIPM
Percy is a Principal Consultant at F2 Strategy, bringing over 15 years of experience in investment performance analysis, performance measurement, consulting, and investment technology solutions. Throughout his career, he has developed a reputation for helping investment management firms address complex performance measurement challenges through innovative and client-focused solutions. He combines deep financial expertise with a strong understanding of technology and operational processes, enabling him to design and implement tailored performance measurement frameworks that meet the unique needs of each client.
At F2 Strategy, he plays a key role in advancing the firm's performance measurement practice, leading strategic initiatives that enhance solution delivery and strengthen client outcomes. His focus on building flexible and sustainable architectures ensures that clients can adapt to evolving business requirements and industry best practices. He collaborates closely with stakeholders across business and technology teams to deliver solutions that improve data quality, operational efficiency, and investment reporting capabilities.
Before joining F2 Strategy, Percy held senior consulting and leadership positions at SS&C Technologies and Charles River Development, where he led complex implementation projects and delivered performance solutions. His career reflects a rare combination of technical expertise, architectural vision, and industry knowledge, making him a trusted advisor and a cornerstone of F2 Strategy’s performance measurement practice. He is based in Toronto.
- Charles River Development
- SS&C Technologies
What would you tell someone just starting out in the wealth or asset management industry today?
Develop a solid understanding of finance and technology. Take a deep dive into understanding how institutions make money.
What has changed the most in wealth and asset management since you started in the industry?
The biggest change in the industry is the emergence of technology and how company stakeholders and clients rely on it.
What are you most passionate about in your role at F2 Strategy?
I am inspired in my role to help clients solve complex performance measurement workflow challenges.
Percy Fay, CIPM
Percy is a Principal Consultant at F2 Strategy, bringing over 15 years of experience in investment performance analysis, performance measurement, consulting, and investment technology solutions. Throughout his career, he has developed a reputation for helping investment management firms address complex performance measurement challenges through innovative and client-focused solutions. He combines deep financial expertise with a strong understanding of technology and operational processes, enabling him to design and implement tailored performance measurement frameworks that meet the unique needs of each client.
At F2 Strategy, he plays a key role in advancing the firm's performance measurement practice, leading strategic initiatives that enhance solution delivery and strengthen client outcomes. His focus on building flexible and sustainable architectures ensures that clients can adapt to evolving business requirements and industry best practices. He collaborates closely with stakeholders across business and technology teams to deliver solutions that improve data quality, operational efficiency, and investment reporting capabilities.
Before joining F2 Strategy, Percy held senior consulting and leadership positions at SS&C Technologies and Charles River Development, where he led complex implementation projects and delivered performance solutions. His career reflects a rare combination of technical expertise, architectural vision, and industry knowledge, making him a trusted advisor and a cornerstone of F2 Strategy’s performance measurement practice. He is based in Toronto.
- Charles River Development
- SS&C Technologies
What would you tell someone just starting out in the wealth or asset management industry today?
Develop a solid understanding of finance and technology. Take a deep dive into understanding how institutions make money.
What has changed the most in wealth and asset management since you started in the industry?
The biggest change in the industry is the emergence of technology and how company stakeholders and clients rely on it.
What are you most passionate about in your role at F2 Strategy?
I am inspired in my role to help clients solve complex performance measurement workflow challenges.
