and require consequently a further professionalisation of operations
Project approach
Recording of regulatory requirements (KAGB, Solvency II etc.) and specific investor requirements (transparency, diverging interests, reporting, market environment etc.)
Status quo organisation, processes, core competencies, reporting capabilities
Mirroring with best practice
Deduction of success factors, recommendations for action and target organisation
Preparation of detailed implementation plans mainly regarding instruments accompanying processes
Steering of implementation incl. change management
Results
Clear decision structures
Organisational structures for the avoidance of conflicts of interest
Process excellence (interfaces, transparency etc.)
Competence and appearance (methods, tools, personnel etc.)
Ensuring/creation of competitive edge for a sustainable success in the institutional business