The AIFM-Directive with its process requirements has an increasing impact on the investment process and consequently causes changes in the organisation of most Investment Managers
Moreover the increasing requirements for institutional investors regarding transparency and reporting (extent, frequency) having consequently also an impact on the retail business, a further catalyst
Project approach
Screening of existing roles and task scopes of the involved functions Fund Management, Purchase and Asset Management
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 requirements of investors as well as determination of individual gaps
Preparation of target image and respective spheres of activity
Definition of required instruments accompanying the process
Results
State-of-the-art Investment process
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)