Structure Model Fund Management
Challenges
- The AIFM-directive causes organisational changes in the structure of fund management
- Additionally the increasing requirements of institutional investors regarding transparency and reporting (extent, frequency)
- Role and self-conception of the fund manager as result-oriented function is often not pronounced enough
Project approach
- Analysis of existing roles and task scopes as well as instruments accompanying processes
- Observation of interfaces and specific principal-agent relation to the relevant parties involved in the process
- Contribution Outside In Best Practice experience and identification of individual gaps
- Creation of target depiction and corresponding spheres of action
- Definition of instruments accompanying processes
Results
- New role image complying with regulatory requirements
- Detailed Target task profile and if applicable process model
- Spheres of activity/measurement plans for supporting instruments and tools (key word standards and digitalisation)