Review and Optimisation of Fund Management
How can processes of fund management be optimised?
2025
Related expertiseValuation, Audit Support and Compliance, Data Science,
TeamUrs Trinkner, Lukas Bruhin, Claudio Burkhart, Nina Schnyder, Bastian Seiler, Michael Altorfer
ContactProject Description
Swiss Economics conducted a comprehensive review of a client’s fund management tool. The tool was thoroughly examined for technical accuracy, and key assumptions were systematically validated. In addition, the fund management processes were identified and optimised.
Methods
- Review of the tool, including identification and validation of key assumptions
- Analysis and optimisation of fund management processes
- Synthesis of findings and development of actionable recommendations
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