$80 Billion Asset Manager – Income Fund Launch
Challenge
A large-scale and quickly growing asset management organization with over $80 billion, was seeing tremendous growth throughout the pandemic and needed to reengineer their workflow to optimize scalability and widen their reach. From an operational perspective, the firm saw the power in outsourcing to help support the launch of this options-based income strategy.
Strategy
After conducting extensive assessments of the firm’s strategic roadmaps, business operations, structures, and existing technological capabilities, Ievers gathered analysis to produce an improved process that helped the firm successfully launch this income strategy and scale its capabilities.
Solution
Ievers developed a personalized roadmap for the institutional asset management firm, allowing the firm to successfully launch a strategy from the trade and operations team. Additionally, the Ievers team assisted in developing a workflow procedure document for the portfolio management teams, providing a clear framework for a new and improved process
