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CONSULTING IMPLEMENTATION SERVICES

Institutional investing is becoming more complex and time-consuming, and the resources required are becomingly increasingly precious.

In conversations with investors, the disparity between resource and needs is apparent. To respond to this challenge, FEG created Consulting Implementation Services (CIS), a dedicated team whose purpose is to take the back-office burden from clients who either do not have the time or would rather focus their efforts on meeting their organization’s mission.

“We cannot be as nimble with the small stuff as we would like to be. Also, we need to get away from doing trades on a regular basis.”
“My biggest operational challenge is keeping track of capital calls and distributions.”
“We have a lot of different funds and money is constantly moving in and out. We have to manage the flow and identify the strategies that should be impacted. It is very complex and complicated. It is difficult to monitor the capital calls and do the reporting.”

FEG’s dedicated Client Services and Operational resources act as an extension of your staff to help manage the onerous back-office tasks associated with investing while maintaining the level of discretion your organization needs.

Services can include:

  • Monitoring portfolio activity
  • Managing trading activities on all securities
  • Executing cash distributions including capital calls for private investments
  • Cash management between accounts and custodians
  • Preparation of subscription documents
  • Coordination of client stock gift activity
  • CIS is a custom service based on the unique goals and constraints of each organization.

 

 

WHAT ARE YOUR RESOURCE CHALLENGES?

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