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INVESTMENT FUNDS & ADMINISTRATION

Service Offering

Sync Up

Structure

  • Assess current product offering to identify any alignments, gaps or structural improvements incorporating an assessment of the entire fund lifecycle from creation, approval, seeding, growth, mergers and closures with a focus on profitability, market conditions, distribution and assets under management.

 

Operations

  • Develop an end-to-end breakdown of the process flow to validate the existing process and identify improvements. 

 

Reporting

  • Provide a comprehensive review your board reporting materials to streamline the process and products while ensuring adequate information is available for review. 

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