4 Steps to your multi-fund Operating Model
Fund Elements first step is to work with your teams to prove the value of FUSION. We work with you to select a fund to act as a benchmark for your operations. We engage your Operations Teams in focused workshops to validate the their processes and identify all of your dependencies.
Fund Elements next step is to build momentum by identifying the benefits arising from the pilot implementation. We collect feedback from your Operations Teams and report back to you on the value created by FUSION.
The third step is to build out your standard investment operations stack for all of your fund types. This involves working with your Investment Operations teams to validate the process constants in FUSION that are shared by all of your funds.
The final step focuses on the differences that make each of your Investment Fund's unique. The end result is a single multi-fund stack that contains all of the constants and variable for all of your funds.