Fund Management Case Study
Executive Summary
Fund Management Companies play a crucial role in the financial markets. At the core of their business, fund management companies seek to match the financial objective of their clients with the investment portfolio. For investors, these companies provide new investment opportunities, risk reduction through portfolio balancing and cost savings through asset pooling.
The institutionalization of fund management companies has given investors greater confidence in the sustainability and performance of the firms. There is a call for greater transparency of fund managers managing funds in Singapore. The evolution of financial technologies will help facilitate greater accessibility, flexibility & diversity of funds to investors, reduce
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The pool may take the form of a mutual fund, hedge fund, pension fund, or other institutional fund. They provide the expertise of diversification and carve out more investing options than their clients would have by themselves. Funds may also be managed by a subsidiary of the parent company for growth the parent company’s fund. These companies earn income by charging service fees to their clients. Fund management is divided in four different industries, which are financial investment industry, the infrastructure industry, the business & enterprise industry and the public sector.
1.2 Business Model
While many types of fund exist, the Fund Management lifecycle starts with the understanding of client’s needs and financial goals, thereafter creating an investment plan, and finally executing the investment strategy.
Revenue
Fund Management companies earn revenue by charging their clients fees. Fees can be broken down into Management Fees and Performance
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Chief Investment Officer, who will then seek investment opportunities, structure portfolios based on the themes laid out by the CEO and is ultimately responsible for delivering fund performance.
Chief Financial Officer acts as the finance director and administration of financial reports.
Chief Operating Officer is responsible for ensuring that ensures that systems are performing reliably and that operations follow regulations.
Chief Technology Officer is responsible for managing data, platforms and infrastructure required by the firm.
Chief Marketing Officer oversees the segmenting, targeting, publicity and distribution of fund shares.
Under the leadership of the Chief Investment Officer, analysts research on equities and fixed-income investments opportunities based on the financial strength of a company or an industry. There are also economists who evaluate the direction of the financial market and global economy to provide an opinion on the future trends. Salespeople will persuade the public or targeted groups to buy the fund, while fund managers will implement investment strategies and manage its portfolio trading with traders executing the
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