Funds Management

Consulting assignments tend to be with new or evolving fund managers requiring assistance with:

• The setting-up of a Responsible Entity;
• Investment Process – Wholesale pitch books and associated marketing collateral;
• Oversight of Front, Middle & Back Office Operations;
• Outsourced Services – Fund Accounting, Unit Pricing, Unit Registry and Fund Administration;
• The development of associated Wholesale Product sales, marketing and third party distribution strategies; and
• Performance measurement and external reporting.