1 / 8

Hedge Funds Capability Model

<br>The Hedge Funds Capability Model is an expert-built straw model of a hedge fund's capabilities customizable to the enterprise's unique needs. Visit: https://www.finantrix.com/product/hedge-funds-capability-model/<br>

finantrix
Download Presentation

Hedge Funds Capability Model

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Hedge Funds Business Capabilities Model https://www.finantrix.com/product/hedge-funds-capability-model/

  2. Hedge Funds are facing enormous challenges, as well as incredible opportunities. Emerging technologies are accelerating the transformation in the sector.

  3. Bridge the Strategy to Execution Gap. Business Capabilities are a Structural Blueprint of an enterprise. They capture the Essence of What a Business Does.

  4. Hedge Fund Business Capabilities Map Level 1 Hedge Fund Business Capabilities Map Level 1 6. Performance Measurement and Reporting 1. Fundraising and Capital Raising 2. Investment Management 7. Compliance and Regulation 8. Investor Relations and Communications 3. Trading and Execution 9. Information Technology and Infrastructure Management 4. Portfolio Management 10. Corporate Management and Shared Services 5. Middle and Back Office Operations 2023 PRESENTATION TITLE 4

  5. HEDGE FUND BUSINESS CAPABILITIES MAP LEVEL 1 AND 2 1. Fundraising and Capital Raising Marketing Material Development Subscription Documents Tracking 6. Performance Measurement and Reporting Performance Calculation Analysis Regulatory Reporting Attribution Benchmark Comparison Risk Reporting Pitch Development Investor Sourcing Due Diligence Commitment Client Reporting Audits Internal Reporting Capital Calls Fund Closings 7. Compliance and Regulation 2. Investment Management Anti-Money Laundering Risk Management Policies Know Your Customer Compliance Monitoring Insider Trading Prevention Investment Research and Analysis Regulatory Filings Idea Generation Asset Allocation Investment Selection Strategy Development Nested Visualization of two levels. Portfolio Construction Code of Ethics Training Programs Risk Assessment 8. Investor Relations and Communications 3. Trading and Execution Order Management Counterparty Selection Client Onboarding Client Servicing Reporting Issue Resolution Best Execution Analysis Trade Execution Algorithmic Trading Trade Cost Analysis Communication Strategy Marketing Materials Client Events Trade Reconciliation Trade Compliance Decomposition to third level is Trade Settlement 9. Information Technology and Infrastructure Management Application Development and Integration Identity and Authentication Management 4. Portfolio Management Position Monitoring System Upgrades and Maintenance IT Strategy Performance Attribution included for additional granularity. Risk Management Exposure Analysis Rebalancing Cybersecurity Data Management Scenario Analysis Hedging Strategies Benchmarking Network and Hardware Vendor Management Business Continuity Planning Cloud Services 5. Middle and Back Office Operations Trade Confirmation 10. Corporate Management and Shared Services Business Strategy and Planning Collateral Management Trade Settlement Reconciliation Human Resources Finance and Accounting Business Operations Margin Call Management Cash Management Corporate Actions Legal Services Sustainability Procurement Reference and Market Data Management Business Continuity and Disaster Recovery Business Resilience and Adaptation Custody Services Security Master Risk Management 2023 PRESENTATION TITLE 5

  6. Value of Business Capabilities: •Foster alignment between business and IT. •A Capability-anchored Transformation Roadmap eliminates redundancy and focuses on capability evolution •Juxtaposing capabilities and systems/applications provide a footprint analysis for optimization. •And so much more.

  7. Business Capabilities Map Snapshot: • About 600 Capabilities decomposed into Three Levels. • Capability Definitions • KPIs aligned to Capabilities. • Editable PowerPoint, Excel, and Word Formats. And bonus files.

  8. TO PURCHASE THE CAPABILITY MAP VISIT: https://www.finantrix.com/product/hedge -funds-capability-model/ 20XX PRESENTATION TITLE 8

More Related