Rationalisation of Funds Range

The delivery of a new product requires the participation of multiple business teams and external service providers, each responsible for one or more deliverables.  Strong project management competencies are central to the successful delivery of a new product.

The Brief

A leading asset manager drew upon ISC’s expertise to lead a programme to rationalise a fund range.

Project Scope

The complexity of the programme required aligning the separate project strands to deliver an achievable schedule covering fund launches, mergers and closures, asset transition and the simplification of the management company structure.

Our Role & Value

ISC's role in the successful delivery of this project was based on the experience and skill we have in project management and business analysis.

Clients engage with ISC to achieve certain results: access to individual and collective experience, the ability to hit the ground running, understanding of the project lifecycle and successful navigation of the business environment. All these factors came into play during this programme, where ISC managed and navigated the project with our client.

The Outcome

The rationalisation of the fund range was completed, with twenty two funds optimised down to thirteen into a single cost effective fund range.

Consultant Reflections

“Having joined ISC in 2018, the culture of flexible working was already well embedded in the company. With the changes to working practices that the pandemic has brought, it was fairly straight forward for our consultants to switch over, as we had the tools, infrastructure and processes already in place.”

Neer Gandecha
Investment Solutions Consultants

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