The AIFM-Directive has an increasing impact on the organisation of most investment managers
Moreover the increasing requirements for institutional investors regarding transparency and reporting (extent, frequency)
Role and self-conception of the relevant functions investment, fund and asset management with their respective various responsibilities in the investment process are often not distinct enough and contradictory
Project approach
Analysis of existing roles and task scopes as well as instruments accompanying processes
Examination of interfaces and specific principal-agent relations of the relevant parties involved in the process
Analysis of relevant bodies (e.g. Investment Committee) and instruments (e.g. property-fund-allocation systematics)
Contribution of outside-in best practice experience and determination of individual gaps
Preparation of target image and respective spheres of activity
Definition of required instruments accompanying the process
Results
New structure and process map
Respective role definitions complying with regulatory provisions
Detailed target task profiles and if applicable respective process model
Spheres of activity/measurement plans for supporting instruments and tools (key words standards and digitalisation)