A guide to fund management

The fund management industry manages and administers investment assets on behalf of their clients. In 2010 some US$62 trillion of assets were under management, generating fee revenues of over US$500bn illustrating how large and important this financial industry segment is. In order to capture the revenue opportunity senior officers in fund management companies have to apply best practice and understand operational issues. This is not as easy as it sounds. They have numerous calls on their time and their core focus should always be investment performance. It was to address the resultant time optimisation dilemma that this guide was compiled.