Your Digital Transformation Journey
Whether you know it or not, your investment office is amidst a digital transformation. Do you wish to know where you are in that journey? Do you want to know how far you need to go? Download this ginormous info-graphics that shows where you are, what you need to worry about, and how you can bring your project to fruition.
The ROI of a Digital Transformation Journey
We have done a fair bit of research on the subject which you can read here. More importantly, we have developed a model that quantifies your potential gains. If you wish to see the calculated ROI, contact us. We will be glad to run it for you.
What Can Cordatius Do for Your Investment Office?
We understand that somone on your staff claims they can do this. Be smart, and save yourself three wasted years, and lets us explain  to you Why? Why Now? and Why Cordatius? Let us send you our standard deck so you get a better understanding of what we can do for you.

Have you felt any of these pains?

With your help we reduced the manager selection time by 66%
CIO - $9B Public Plan
  • You are short on staff. The question is: a little or very short?
  • How long does it take to answer questions like: “what is our exposure to Russia?”
  • When you need data for the Board Reports, where do you get it? And from how many sources?
  • Is your data accurate? How many errors did you miss? Are the fee calculations correct?
  • Can you find your critical documents? Older than 2, 3, or 4 years old?
  • Overwhelmed by the torrential flow of emails in your inbox?
  • Do you have the right analytics? What is the right analytics?
  • Have you missed a capital call in the last few years?
  • Is Excel the primary tool in the office?

​What we do

The investment office is full of micro-problems. Information overload, lack of time, data Inaccuracies, incomplete information, inefficient processes, imperfect custodians, dated technologies, over-promising vendors, and lack of appropriate tools lead to investment offices that are overpowered by information, and over reliant on generic band-aids like spreadsheets.
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We help long-term investors navigate these waters. We analyze their problems, small and large, and resolve them with elegant technologies/processes,  so they can focus on alpha generation tasks. The goal is to equip the investment office for the years to come, not for the years past.​​
Savings from the project was greater than 30%.
CIO - $2B Endowment

How we do it.

We now answer "What's your exposure to SVB?" (or any other similar questions) in seconds.
Head of Data - $15B Public Plan
We utilize our own proprietary methodology to understand your data flows and journeys. Other advisors use questionnaires to identify functional needs. As methodical as they are, they miss fundamental ingredients: meaning and intent. 

True discovery occurs during dialogues, Q&A, design sessions, and through experimentation & observation. We understand your problem and feel your pain. We understand human nature, cognitive behaviors, state-of-art technologies, investment and technology trends, as well as the realities of budgets, resource-constraints, and deadlines.
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