Consulting Implementation

“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.

CONSULTING IMPLEMENTATION SERVICES

“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.”

WHAT ARE YOUR RESOURCE CHALLENGES?