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Independent custody service solutions

Independent custody service solutions. Operations Evaluation for Raytheon Bank of New York Mellon Asset Servicing and Korte & Associates Consulting, LLC. GIG HARBOR WASHINGTON 98335 | 253.865.8949. Independent custody service solutions. Independent custody service solutions.

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Independent custody service solutions

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  1. Independent custody service solutions Operations Evaluation for Raytheon Bank of New York Mellon Asset Servicing and Korte & Associates Consulting, LLC GIG HARBOR WASHINGTON 98335 | 253.865.8949

  2. Independent custody service solutions Independent custody service solutions Korte & Associates Consulting, LLC • We are: • independent consultants focused on investment operations; • seasoned professionals whose expertise is with custody services and plan sponsors operations giving us an uncommon understanding of both sides of issues; • a neutral partner—focused on your specific challenges—who can stand with you in front of your board, vendors, legal team, auditors and managers; and • experts you can rely on to streamline your processes and provide sound, objective advice.

  3. Independent custody service solutions Independent custody service solutions Our Approach • Determine objectives • Establish project goals • Document current state of operations — interviews

  4. Independent custody service solutions Our Approach • Conduct assessment of Raytheon's service needs • Evaluate needs/wants compared to BNYM capabilities • Reconcile with industry practices

  5. Independent custody service solutions Our Approach • Identify and develop potential solutions • Present findings and recommendations • Assist with implementation as required

  6. Independent customized financial services solutions Independent custody service solutions 2 Today’s Kickoff Objective • Discuss operational friction points • Discuss the due diligence approach • Determine resource commitments • Timeline • Similar projects typically run 6-10 weeks • Determine target completion dates • Discuss immediate next steps • Onsite operational review at Raytheon • Due diligence on BNYM services

  7. Independent custody service solutions Independent custody service solutions Further questions? Contact Korte & Associates Consulting, LLC Greg Korte - gk@korteconsultants.com Phone: 253.265.8949 Thank you for your continued interest in what Korte has to say.

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