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    why core ps

The 10 P’s

CORE prides itself on the delivery of high quality service and efficiency.

We distinguish ourselves by focusing primarily on streamlined processes, detailed, compliant and effective policies and procedures, extensive experience and expertise of our outstanding personnel and our robust, secure and user friendly IT platform.

CORE’s 10P’s are managed efficiently and allows for Investment Managers to focus on what is most critical to them as we seamlessly manage essential day-to-day tasks.

CORE provides the infrastructure that allows our Partners to focus on the clients’ portfolios, privacy, and performance with the utmost level of professionalism.

Our specific offerings include:


  • Confirmation of trades
  • Trade support
  • Reconciliation processing
  • Investment Accounting
  • FX and Cash Management
  • Collateral Management
  • Risk Management
  • Financial Reporting


  • Back Office
  • Trade compliance
  • Data Management
  • Corporate Action Processing

With critical Middle and Back Office services being administered, Investment Managers have the ability to focus on their Core areas – portfolio management, investment strategy, and business development while CORE ensures independent oversight, risk mitigation, and the overall improvement of operational efficiencies, controls and most importantly – client satisfaction!