Helping our client deliver a consistent view of client level flows and holdings at strategy and fund level
Our client wanted to launch two new sub-funds for their UK OEIC structure. The timeline for launch was very aggressive and the firm did not have a best practice plan for launching a new sub-fund, nor a standard project management methodology. Alpha were appointed help support the process.
Alpha sought to help the client by:
- Alpha sought to help the client by reviewing documentation from previous fund launches and interviewing representatives to fully understand requirements
- We developed and agreed a launch plan with all stakeholders
- Re-designed project documentation and re-structuring governance forums to support the launch
- Alpha finally produced a standardised suite of project documentation for all future fund launches
By helping the client to plan effectively, the fund was launched successfully and on time.
Alpha also restructured the project documentation and governance forums, provided better visibility to senior stakeholders, and ensured business functions were held accountable for their respective deliverables.
Alpha also developed a standardised fund launch approach which has also enabled the business to plan effectively and set achievable launch dates.