Strategy.

A clear strategy sets the stage for growth, outlining the path to a new future state.

Proactive strategies that use data and resources efficiently are the key to strong business growth.

Example Engagements:

• Developed a strategic plan to build a best-in-class target operating model for a multi-billion-dollar asset manager.
  
• Developed a cohesive ESG strategic framework to address outdated gaps in internal and external focus and regulatory issues, resulting in industry-leading practices and an investor-lauded approach.
  

Transformation.

Managing organizational change, business shifts and new products requires experienced transformation leadership.

Transformation success has great communication as its bedrock. Collaborating across teams and achieving alignment empowers employees who commit to meaningful goals.

Example Engagements:

• Transformed Asset Management platform to support an 83% growth in AUM over eight years, from $14.2 to $26Bn, overseeing growth in Private Equity Fund assets of 10x, expanding to over 135 funds, 45 managers, and $5.6Bn committed.
• Transformed siloed regional organizational structure into a Product Head model and implemented a cross-regional matrix that increased product delivery and alignment for global clients.

Roadmaps.

Clear and specific roadmaps create accountability and a sense of urgency to deliver on strategic goals while capitalizing on internal expertise and leadership.

Delivering strategic goals requires strong program management with oversight of teams and tasks outlined on a structured roadmap. Each element of the strategy is planned out with dedicated ownership and realistic timelines.

Example Engagements:

• Managed integration of a $5bn portfolio into the existing book of business due to business acquisition.
  
• Managed implementation of numerous financial systems, including data warehouse, private equity performance measurement, investment accounting & performance, CRM, and client onboarding tools.
  

KPI's.

Meaningful Key Performance Indicators provide direction and track progress toward strategic goals.

KPIs that challenge appropriately ensure bottom-line success.

Example Engagements:

• Reduced accounting reporting timeframes from 15+ business days to fewer than five business days and automated accounting for Private Equity investments with robust IRR metrics.
  
• Managed third-party service provider SLA delivery for over 300 vendors, ensuring adherence to SLA standards with custom scorecards, drove renegotiation of contracts, and tighter product delivery timeframes.
  

Sustainability.

Increasing regulation, investor pressure, and employee expectations can make Sustainability give CEOs a headache, but it doesn’t have to.

Developing a clear sustainable strategy allows firms to meet regulatory reporting needs, demonstrate material progress to investors, and engage employees without adding a whole new department.

New revenue opportunities - made possible by the shift to sustainable practices - can only be captured with strategic leadership.

Example Engagements:

• Led all sustainability efforts, including policies, regulatory and external reporting, and internal training programs.
  
• Directed Impact Investment portfolio of nearly $1Bn (4% Total AUM) of Private Equity investments. Enlisted Equity and ETF managers to build custom environmental sustainability portfolios.
  

Full Time Fractional Consulting

Liz Porter

lizporter101@gmail.com

https://www.linkedin.com/in/lizporter101/