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

ISC Regulatory Change Forum June 2022

Thank you to @Jonathan Boswell and @Simon Haque for hosting a very informative Regulatory Change forum last month and thank you to those who attended we hope you found this useful and interesting

READ MORE

Should the maintenance of legacy technology come before the implementation of new technology?

Obviously the legacy technology came first but should the maintenance of legacy technology come before the implementation of new technology

READ MORE

Is Change managed effectively by the industry?

A 1.6% failure rate seems very low. I have no evidence but… maybe if the Regulator asks what your failure rate is you underplay it

READ MORE

Definition of Change Management

The FCA’s Implementing Technology Change uses a definition of Change Management which sounds a lot like ‘standard’ Project Management

READ MORE

Change Forum – June 2022

On Wednesday we hosted our Change Forum with our Change Collective partners

READ MORE

Delivering Change

Delivering Change with reliance on a third party is fraught with risk, both parties speak in different corporate languages, they may talk of partnership

READ MORE

ESMA requirement to create a process for selecting consolidated tape providers

MiFID II/MiFIR proposed the idea of putting Consolidated Tape (CT) providers into place, platforms which would provide consolidated data on prices and

READ MORE

Wow! This is a pretty strong endorsement of agile ways of working by the Regulator

This finding is significant and provides the solution for many of the issues that the FCA has uncovered in its report

READ MORE

ISC partnership with FundSense

We are pleased to announce that FundSense and Investment Solutions Consultants have created a strategic partnership

READ MORE

ESG Forum June 2022

ISC hosted their second ESG Forum with our guest speakers Jamie Keen and Frank Potaczek from FundSense who provided useful insights on the

READ MORE
We listen to your needs

We listen to your needs

We understand your problem

We understand your challenges

We suggest a solution

We provide solutions

We help with implementation

We help with implementation

Contact us to find out more

ISC is all about helping our clients be successful. Clients receive a personal relationship with our talented and pragmatic consultants, whose goal is to help them achieve success.