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