FUSION

The new

Full-stack

Standard for

Investment

Operations

Teams

 
Process

FUSION is a process centric model of every step required to run your funds day to day operations... 

People

FUSION is an open  competency framework of the applied skills required by Investment Operations Professionals...

Systems

FUSION is a dependency model identifying every system you rely on to create your funds business outcomes...

FUSION

4 Steps to your multi-fund Operating Model

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01

PILOT

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.

02

BENEFITS

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.

03

STANDARD

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.

04

MULTI-FUND

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.