Parking spot for electric vehicles

Fleet Electrification

Municipal Government

Operations Modelling | GHG Emissions Modelling | Capital Investment Planning

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Airplane parked at airport gate

Financial Strategy

Canadian Airport

Financial Analysis | Stakeholder Engagement | Decision Frameworks

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Data Strategy

Municipal Engineering Department

Requirements Gathering | Facilitation & Consultation | Operations Analysis

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Commercialization Strategy

Biotech Company

Operations Modelling | Financial Modeling | Decision Support

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Parks Operating Model Privatization Public Services

Operating Model Evaluation

Provincial Parks

Financial Analysis | Market Research | Decision Frameworks

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Analytics & Modelling

Canadian Medical Laboratory

Market Research | KPI Dashboard | Data Modelling

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Nature-Based Climate Solutions Roadmap

Municipal Government

Economic Impact Analysis | Policy Options Analysis | Recommendations Development

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Opportunities Analysis

Seafood Industry Association

Benchmarking | Economic Impact Analysis | Product Diversification

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Interior of a Brewery

Strategy Reset

Canadian Brewery

Financial Analysis | Stakeholder Engagement | Acquisition Target Evaluation

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Operational Strategy Development

Credit Counsellor

Benchmarking | Service Planning | Prioritization Frameworks

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Data Strategy

Investment Management Firm

Master Data Management | Data Standards | Data Governance

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Operational Start-up & Scaling

Real Estate Management Firm

Organizational Design | Process Design | Core Systems Implementation

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Strategic Planning

Municipal District Energy Utility

Operations Analysis | Prioritization Frameworks | Resourcing Assessment

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Viability Study

Major Canadian Port

Operations Modelling | GHG Emissions Modelling | Financial Analysis

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Change Management

National Retailer

Facilitation & Consultation | Organizational Design | Process Design

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image of books on bookshelf

Strategic Planning

Publishing Company

Facilitation & Consultation | Operations Analysis | Prioritization Frameworks

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Parking spot for electric vehicles

Fleet Electrification

Municipal Government

Operations Modelling | GHG Emissions Modelling | Capital Investment Planning

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Airplane parked at airport gate

Financial Strategy

Canadian Airport

Financial Analysis | Stakeholder Engagement | Decision Frameworks

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aerial image of a container ship

Fleet Management Software & ERP Integration

International Shipping Line

Core Systems Implementation | Custom Integrations | Change Management

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Woman working in biotech

Commercialization Strategy

Biotech Company

Operations Modelling | Financial Modeling | Decision Support

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Parks Operating Model Privatization Public Services

Operating Model Evaluation

Provincial Parks

Financial Analysis | Market Research | Decision Frameworks

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Analytics & Modelling

Canadian Medical Laboratory

Market Research | KPI Dashboard | Data Modelling

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Supply Chain Digitization and Optimization

Transportation & Logistics Sector

Supply Chain Optimization | Data Analytics | Master Data Management

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Digital System Implementation

Construction Industry

Requirements Gathering | Vendor Selection | Core Systems Implementation

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Policy Analysis

Municipal Government

Facilitation & Consultation | Policy Options Analysis | Policy Implementation Planning

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image of stack of credit cards and a laptop

Operational Strategy Development

Credit Counsellor

Benchmarking | Service Planning | Prioritization Frameworks

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image of data platform on a laptop

Data Strategy

Investment Management Firm

Master Data Management | Data Standards | Data Governance

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image of modern office buildings

Operational Start-up & Scaling

Real Estate Management Firm

Organizational Design | Process Design | Core Systems Implementation

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image of pipes entering building

Strategic Planning

Municipal District Energy Utility

Operations Analysis | Prioritization Frameworks | Resourcing Assessment

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Financial Modelling

Investment Management Firm

Financial Modeling | Process Design | Complex Financial Transactions

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Viability Study

Major Canadian Port

Operations Modelling | GHG Emissions Modelling | Financial Analysis

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Change Management

National Retailer

Facilitation & Consultation | Organizational Design | Process Design

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System Replacement

Canadian Regulator

Requirements Gathering | Vendor Selection | Core Systems Implementation

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aerial image of a container ship

Fleet Management Software & ERP Integration

International Shipping Line

Core Systems Implementation | Custom Integrations | Change Management

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image of port at sunset

Supply Chain Digitization and Optimization

Transportation & Logistics Sector

Supply Chain Optimization | Data Analytics | Master Data Management

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image of construction worker on a job site

Digital System Implementation

Construction Industry

Requirements Gathering | Vendor Selection | Core Systems Implementation

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image of modern office buildings

Operational Start-up & Scaling

Real Estate Management Firm

Organizational Design | Process Design | Core Systems Implementation

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Document Management Transformation

Provincial Government

Vendor Selection | Content Management | Data Governance

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System Replacement

Canadian Regulator

Requirements Gathering | Vendor Selection | Core Systems Implementation

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Data Analytics and Business Intelligence

Asset Management Firm

Data Modelling | Data Analytics | KPI Dashboard

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image of infrastructure components

Data Strategy

Municipal Engineering Department

Requirements Gathering | Facilitation & Consultation | Operations Analysis

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Image of working in medical laboratory

Analytics & Modelling

Canadian Medical Laboratory

Market Research | KPI Dashboard | Data Modelling

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image of port at sunset

Supply Chain Digitization and Optimization

Transportation & Logistics Sector

Supply Chain Optimization | Data Analytics | Master Data Management

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Machine Learning Platform

Mining Industry

Data Analytics | Data Science | Machine Learning / AI

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Digital System Implementation

Construction Industry

Requirements Gathering | Vendor Selection | Core Systems Implementation

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Forecasting Tool

Real Estate Management Firm

Data Analytics | Financial Analysis | Budgeting & Forecasting

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Data Strategy

Investment Management Firm

Master Data Management | Data Standards | Data Governance

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Financial Modelling

Investment Management Firm

Financial Modeling | Process Design | Complex Financial Transactions

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Woman working in biotech

Commercialization Strategy

Biotech Company

Operations Modelling | Financial Modeling | Decision Support

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Policy analysis wine industry

Policy Levers Evaluation

Canadian Wine Industry

Benchmarking | Policy Design | Policy Analysis

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Parks Operating Model Privatization Public Services

Operating Model Evaluation

Provincial Parks

Financial Analysis | Market Research | Decision Frameworks

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image of beer on a shelf

Economic Impact Analysis

Alcoholic Beverage Retail

Market Research | Economic Impact Analysis | Consumer Trend Analysis

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Nature-Based Climate Solutions Roadmap

Municipal Government

Economic Impact Analysis | Policy Options Analysis | Recommendations Development

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image of oysters on ice

Opportunities Analysis

Seafood Industry Association

Benchmarking | Economic Impact Analysis | Product Diversification

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image of apartment block

Policy Analysis

Municipal Government

Facilitation & Consultation | Policy Options Analysis | Policy Implementation Planning

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Viability Study

Major Canadian Port

Operations Modelling | GHG Emissions Modelling | Financial Analysis

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Financial Modelling

Investment Management Firm

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Project Focus Areas

Financial Modeling
Process Design
Complex Financial Transactions
Context

A large pension fund with over $200B in assets under management, on behalf of 20+ clients, needed a model to assist in the an annual process whereby clients can change their asset allocations in various investment pools, including real estate, mortgages and infrastructure.

Our Approach
  • Collaborated with the client’s finance, tax and legal teams to design a financial transaction model to meet the complex requirements of a investment pool client rebalancing. The model’s outputs needed to include a list of buy/sell transactions, journal entries and updates to legal share registries.
  • Conducted extensive testing of the model with financial controllers and external auditors
  • Accepted responsibility to maintain the model and run the model at each annual pool opening
Outcome

Cascadia’s financial transaction model’s are now used on a recurring annual basis to support the client rebalancing process across several multi-billion dollar investment pools.