Chanelle Crabtree
Consulting Principal – Investment Operations and Outsourcing
Chanelle Crabtree has extensive experience consulting for the asset management industry in Australia for the past 20 years. Chanelle has considerable knowledge and expertise in investment management, outsourcing, and the development of operational models that support the investment management lifecycle. Chanelle leads Cutter Associates’ Investment Operations and Outsourcing practice, and oversees Cutter’s Australia office. She has decades of experience working for investment management firms, custodians, and consulting firms, in roles that included middle-/back-office operational, business analyst, project management, consulting, and senior management. She has a deep understanding of investment management, covering the operational, governance, and system requirements to support all types of clients, products, and asset classes.
A former Director at Deloitte, Chanelle led key engagements, particularly for complex clients with diverse asset classes, covering target operating model design, sourcing, and implementation. Prior to Deloitte, Chanelle was a Lead Consultant at Morse Consulting Pty Limited, where she led various engagements that covered target operating model design, sourcing of custodians/systems, and implementations with investment managers and superannuation clients.
Mohamed Ahmed
Senior Consultant
Mohamed Ahmed has over 9 years worth of experience in financial services spanning performance and attribution analysis, risk analytics, asset custody, and listed and unlisted equity analysis. He has experience across the Superannuation and Asset Management spaces as a Performance and Risk Specialist. Mohamed has built out his expertise over the past 12 months covering Operating Model assessment and design for specific operational capabilities.
Leveraging his existing knowledge preformed vendor selection process focused on performance, attribution and data functionalities. Mohamed has exposure to both data management and operations practices through various client engagements.
Prior to joining Cutter Associates, Mohamed was a Performance Specialist in IFM’s Fixed Income team with responsibilities across performance measurement and attribution, risk management as well performing extensive analysis on infrastructure and property debt investments. He also provided oversight to the performance reporting processes.
In this whitepaper, we consider the key risks and potential mitigation strategies for investors that include pension/superannuation funds, multi-asset manager, insurance, sovereign wealth, and family offices.
Alternative assets have become a more mainstream asset class with greater allocations and a broader range of investments. Valuations for alternatives are lagged, usually quarterly, by nature – leaving investors exposed to valuation risk in the interim. The COVID-19 crash in 2020 uncovered this risk with many alternative asset investors rushing to get an updated valuation that reflected fair value given the changed market conditions.