We developed recommendations for applying world best practices to an investment process for a large SWF
Industry practice Financial Services, Private Equity
Functional practice Business Processes Optimization, Corporate Strategy
Type of client Investment Fund, Asset Management Company
Study topic Investment process world best practices review and their application for the leading SWF
Client situation:
As a first step in corporate strategy development, the client needed to identify the world best practices including programs and KPI’s for investment process taking as a benchmark best in class SWF’s.At this moment in time, the investment process review had become a top priority on the shareholders’ and the management team’s agendas, and therefore the topic was given a high priority, with a short time allocated for the delivery of results.