OEIC Sub-Fund Launch

Aiding the launch process of two new funds, whilst also providing a structure for future launches.

Client Challenges

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 Approach:

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

Client Benefits

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.

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Client Types

UK Asset Manager

Sponsor

Chief Operating Officer

Function

Office, Distribution, Operations

Geographical Scope

UK and Europe

Fund Types

UK OEIC