Client Need:
MUFG Investor Services Expertise:
Better Outcome:
A single point operational model tailored for a debut credit fund, delivered in six weeks, with scalability and without the infrastructure burden.
A UK-based asset manager launching its debut long/short credit fund wanted a cost-effective and full-service outsourced operations solution. But with fundraising underway and a complex fixed-income investment strategy, as well as requirements for bank accounts, payments, FX hedging and more, it needed a unique service model and a high level of day-to-day communication.
MUFG Investor Services assembled a dedicated and cross-functional team spanning Fund Administration, FX Overlay, Business Process Outsourcing, Banking, Business and Product Development. Together, they worked with the client to map and implement a full-service model, getting the fund up and running in just six weeks, instead of the standard 8 to 12. Efficiencies in the onboarding were critical in aligning the launch with fundraising milestones and minimizing handoffs while the fund was making early investments.
A seamless operations solution for a new global credit fund, without the cost or complexity of building one in-house or adding staff and accounting infrastructure.
While still in fundraising, the client went live in six weeks in addition to keeping the fund’s expense ratio lean, avoiding new headcount, and preserving delivery quality.
The client achieved:
Additional benefits:
“Every fund is under pressure to control costs, especially at launch. Strategic outsourcing can streamline workflows, reduce resources and free up managers for other critical business decisions.”
Colin Power Executive Director, Business Process Outsourcing, MUFG Investor Services
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