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Performance operations

Performance operations

Phocion provides services in performance operational controls. Through a thorough evaluation, we develop an optimized performance operations process for the firm and assist in its implementation. Our operational controls service consists of a detailed assessment of the firm’s controls whereby we identify operational risks, propose control procedures to mitigate these risks, and assist the firm in integrating the solutions. Areas of focus include:

  • Performance Systems Evaluation & Implementation
  • Back Office Operations Examination
  • Data Management Review
  • Performance Policies and Procedures
  • Quality Control Tools