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Asset Managers / AMCS

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    Asset Management Industry Expertise

    Asset managers face an array of challenges, often driven by the need for greater efficiencies, diversification of investments, regulatory demands, and scalability. Oakleaf can help turn these challenges into opportunities in a rapidly changing and increasingly complex marketplace. By combining our extensive domain expertise and innovative technologies to develop robust data management, analytics, and reporting solutions, we can help unlock investment opportunities and mitigate financial risks.

    Amid continuous changes in the asset management industry, Oakleaf can help your business to stay nimble and attuned to evolving customer needs to ensure your business is positioned for success.

    Our experts are knowledgeable and up to date with current and emergent industry trends, including digital transformation, Environmental, Social, Governance (ESG) factors, and industry leading platforms, applications and software. With a wide range of subject matter expertise in data and technology, investor requirements, compliance requirements and regulatory oversight, we can support you in creating impactful solutions and analytics for your clients.


    • Data Solutions
    • Models & Forecasting
    • Risk Management
    • Optional Termination
    • Investor Notice Monitoring
    • Portfolio Management
    • Valuation


    Who We Are

    The Oakleaf Group is a Washington DC-based, management consulting firm focused exclusively on the financial services, banking, and mortgage industries. Our team consists of industry subject matter experts, risk management professionals, and technologists who work together to help solve our clients’ toughest problems. Oakleaf strives to enhance the financial and regulatory industry with data-driven, model-informed, analytics-enabled, and operationally rigorous services and solutions.


    See Who We Are  |  Meet Our Leadership Team

    Related Case Studies

    As a mortgage and financial services consulting firm, we assist companies throughout the mortgage and financial services industry, including banks and non-bank mortgage firms, GSEs, regulators, government agencies, law firms, insurance companies, asset managers, hedge funds, and other financial institution clients. We work closely with management to identify and prioritize challenges, and we apply deep industry expertise that drives performance, resulting in performance transformation across the organization.


    See how we support our clients and their teams in tackling their most complex matters. Or contact us if you want to discuss anything further.

    Join Our Team

    Our work touches on all aspects of financial and mortgage consulting, including consulting and advisory, loan review, regulatory and compliance, modeling and analytics, litigation support, and talent support.


    We are always looking for great talent: people who can bring new perspectives and experiences to our team. Take a look at our available positions and see if Oakleaf seems like the right place for you.

    Contact Us

    From the C-suite to the field, we partner with clients to help them solve their toughest financial and mortgage-related issues. Contact Oakleaf for your business.


    Looking for a new career at Oakleaf? See Careers.

    We Do Things Differently

    A Trusted Partnership that Delivers Real Results.

    Our approach to client engagement has been perfected over fifteen years to ensure a solid foundation toward our clients’ short- and long-term goals. We work to fully understand your organization and design an effective combination of services that support your vision.

    We pull from multiple disciplines and recognize the privilege it is to work on key issues with our clients. We’re special made to help you compete in a complex world.