Enhancing An Existing Fund – Case Study

The role included:

  1. reviewing the existing operations of a property and mortgage fund manager

  2. devising and implementing a restructure of their funds where several funds were amalgamated, resulting in significant cost savings and operational simplification

  3. implementing a new investor communication program including regular meetings with investor’s advisors resulting in renewed confidence and support from investors

  4. developing a new fund using a unique and industry leading approach featuring significant savings which could be passed back to investors through increased distributions

  5. improving reporting, compliance and accounting systems resulting in better quality information and more efficient operations

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