We create forums across the business to look externally and identify nascent topics and themes that can lead to innovative product development. We also influence senior executives to recognise the value of
innovation and embracing the uncertainty it creates.
PRODUCT DESIGN, VEHICLE AND DOMICILE SELECTION
Working together with key external and internal stakeholders to translate the investment thesis into a saleable mutual fund product underpinned by robust product design that takes into account key client, regulatory and taxation perspectives.
We lead this effort and provide practical experience and knowledge of the pros and cons of the various options enabling clear understanding across the business of why products need to be built in a certain way.
PRODUCT PROCESS AND GOVERNANCE
Putting together a framework or enhancing an existing process to create an effective and efficient methodology that meets all regulatory requirements as well as minimising opportunities for waste and delay.
We lead efforts regularly to define a more efficient process to reinvest time saved into other ventures or to enhance an existing process to ensure compliance with new regulatory directives.
STRATEGIC PRODUCT ANALYSIS AND ASSESSMENT
Taking existing market categories and assessing the current product set against developing styles or features within these established sectors.
We also look at emerging product themes such as liquid alternatives, smart Beta and multi asset – providing a clear picture on the marketplace, anticipated growth rates, key competitors and what it takes to be successful.