Projects

Fund structures

Development of Multi-Manager (manager of managers) proposition
Launch of Luxembourg FCP Property Fund
Launch of Indian Equity fund (Mauritius)
Reworking of institutional money market funds in Dublin
Launch of a packaged portfolio of alternative investments for pension funds
Merger of institutional unit trusts into an OEIC

Product strategy and product management

UCITS III product strategy
Pricing strategy for institutional SICAV
Customer Service strategy for multi-ties
Strategic approach to pensions and SIPPs
Rebranding of fund ranges
Implementation of swinging single pricing

Competitor and market research

UCITS III competitor research
Analysis of current trends in UK funds market
Evaluation of the marketability of SICAV funds into the UK
The use of derivatives in equity funds post UCITS III
Research into 130/30 funds