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.