Scribd
Upload
138 views8 pages

Hedge Funds Capability Model

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/

Uploaded by

Capability Model
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
138 views8 pages

Hedge Funds Capability Model

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/

Uploaded by

Capability Model
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 8

Hedge Funds

Business
Capabilities Model

https://www.finantrix.com/product/hedge-funds-capability-model/
Hedge Funds are facing
enormous challenges,
as well as incredible
opportunities.

Emerging technologies are


accelerating the
transformation in the sector.
Bridge the Strategy to
Execution Gap.

Business Capabilities are


a Structural Blueprint of
an enterprise. They
capture the Essence of
What a Business Does.
Hedge Fund Business Capabilities Map Level 1

6. Performance Measurement
1. Fundraising and Capital Raising
and Reporting

2. Investment Management 7. Compliance and Regulation

8. Investor Relations
3. Trading and Execution
and Communications

9. Information Technology and


4. Portfolio Management
Infrastructure Management

10. Corporate Management


5. Middle and Back Office Operations
and Shared Services

2023 PRESENTATION TITLE 4


HEDGE FUND BUSINESS CAPABILITIES MAP LEVEL 1 AND 2
1. Fundraising and Capital Raising 6. Performance Measurement and Reporting
Marketing Material Performance Attribution Benchmark
Pitch Development Investor Sourcing Due Diligence Risk Reporting
Development Calculation Analysis Comparison
Subscription Commitment Regulatory
Capital Calls Fund Closings Client Reporting Audits Internal Reporting
Documents Tracking Reporting

2. Investment Management 7. Compliance and Regulation


Investment Research and Anti-Money Know Your Insider Trading
Idea Generation Asset Allocation Regulatory Filings
Analysis Laundering Customer Prevention
Risk Management Compliance
Investment Strategy Portfolio Code of Ethics Training Programs
Risk Assessment Policies Monitoring
Selection Development Construction
8. Investor Relations and Communications
3. Trading and Execution
Order Best Execution Nested Visualization of two levels.
Algorithmic Trade Cost Client Onboarding Client Servicing Reporting Issue Resolution
Management Analysis Trading Analysis
Counterparty Trade Trade Trade Communication Strategy Marketing Materials Client Events
Trade Settlement
Selection Execution Reconciliation Compliance

4. Portfolio Management Decomposition to third level is 9. Information Technology and Infrastructure Management
IT Strategy
Application Development System Upgrades and
Position Performance Risk Exposure and Integration Maintenance
Monitoring
Rebalancing
included for additional granularity.
Attribution Management Analysis Identity and Authentication
Management
Cybersecurity Data Management
Scenario Analysis Hedging Strategies Benchmarking Network and Vendor
Business Continuity Planning Cloud Services
Hardware Management
5. Middle and Back Office Operations
10. Corporate Management and Shared Services
Trade Collateral Business Strategy and
Trade Settlement Reconciliation Human Resources Finance and Accounting
Confirmation Management Planning
Margin Call Management Cash Management Corporate Actions Business
Legal Services Sustainability Procurement
Operations
Reference and Market Business Continuity and Business Resilience and
Custody Services Security Master Risk Management
Data Management Disaster Recovery Adaptation
2023 PRESENTATION TITLE 5
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.


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.


TO PURCHASE THE CAPABILITY MAP VISIT:

https://www.finantrix.com/product/hedge
-funds-capability-model/

20XX PRESENTATION TITLE 8

You might also like

pFad - Phonifier reborn

Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


Alternative Proxies:

Alternative Proxy

pFad Proxy

pFad v3 Proxy

pFad v4 Proxy