Consulting Services Designed for Global Asset Managers
Weisz Consulting offers tailored services and solutions designed to address the evolving demands placed on the middle office, where risk, performance, and operational data converge. Aaron collaborates remotely with clients on a day-to-day basis and travels to clients as needed for on-site workshops, implementation, and relationship building.
Consulting Services Designed for Modern Asset Managers in North America
I offer tailored consulting services in North America designed to address the evolving demands placed on the middle office, where strategy, compliance, and operational data converge.
Risk Oversight and Portfolio Analysis
Independent. Transparent. Actionable.
Weisz Consulting helps institutions identify, evaluate, and clearly communicate the risks in their investment strategies; empowering asset managers with actionable insights to strengthen decisions, governance, and oversight.
Services Include:
- Comprehensive portfolio risk assessments
- Scenario analysis and stress testing
- Daily or periodic risk reporting framework design
- Oversight dashboards for boards, CIOs, and risk committees
Use Cases:
- Improve visibility into downside risks (market & liquidity)
- Meet internal oversight and regulatory reporting needs
- Support CIO discussions with data-driven insights
Portfolio Risk System Consulting
The Right Platform, Configured the Right Way.
Many asset managers have strong risk systems yet fall short in fully leveraging them. Weisz Consulting will help align your platform with your processes.
Services Include:
- Evaluation of existing risk tools
- Recommendations on new platforms and configurations
- Implementation and process mapping
- Integration into existing workflows
Outcome:
- Faster, more reliable risk insights delivered through systems your team understands and trusts
Performance Reporting and Data Analytics
Turn raw performance data into decision-ready intelligence. Weisz Consulting will design scalable reporting and analytics frameworks tailored to your investment strategies and organizational needs.
Services Include:
- Performance attribution analysis
- Creation of dynamic dashboards
- Integration of internal, benchmark, and peer data
- Design of automated workflows to reduce manual reporting overhead
Focus Areas:
- Risk-adjusted returns
- Manager performance diagnostics
- Peer ranking dashboards for sales, marketing and executive use
ESG Data Integration and Analytics
Explanation of ESG Factor Exposures for Analytical and Reporting Workflows.
Weisz Consulting helps clients integrate ESG in a practical, measurable way, supporting both internal analysis and external reporting obligations.
Services Include:
- Selection and onboarding of ESG data providers
- Integration into performance and risk systems
- Development of ESG-adjusted attribution models
- Reporting aligned to stakeholder expectations
Designed For:
- Firms needing to elevate ESG reporting without disrupting core workflows
Risk Policy and Governance Advisory
Institutional-Quality Documentation. Clear Governance.
With regulators and stakeholders expecting more rigor, Aaron provides the guidance and structure needed to meet internal and external standards.
Services Include:
- Drafting or refinement of risk policy frameworks
- Design of oversight committees and control processes
- Internal risk documentation for audits or regulatory filings
- Best-practice benchmarking (peer reviews)
Result:
- A risk governance model that meets scrutiny and supports sustainable growth
- Insight. Oversight. Outperformance.