Investment Management Best Practices Guide

OpsDog's Investment Management Best Practices Guide - Preview Image

Overview: Investment Management Best Practices Guide

This document details 15 high value best practices for Investment or Asset Management company operations organized by function, including Wealth Management, Compliance & Risk Management, Reporting & Analysis, and more. Use this document as a guide in implementing work activities in your Investment or Asset Management company operations that have proven to increase efficiency, cost effectiveness, customer service and work quality. OpsDog’s best practices require no new technology and can be implemented without infrastructure or regulatory-related organizational changes. Order this document to point your Investment or Asset Management company operations in the right direction.

Download a Free Sample Best Practices Guide


Product Details and FAQ: Investment Management Best Practices Guide

What is included in the Investment Management Best Practices Guide?

This guide includes 15 detailed, text-based descriptions of "best practice" work activities that have been documented during more than 20 years of Fortune 500 consulting experience. Each best practice is contrasted against a less effective "typical" practice. The benefits of adopting the best practice are also defined.


Which employees and/or departments are covered in this guide?

This guide contains best practices for the following Investment Management areas:


    Back Office Operations

  • Client Services
  • Compliance & Risk Management
  • Reporting & Analysis
  • Technology & Engineering
  • Trade Operations & Support

  • Investment & Market Research

    Lines of Business

  • Corporate Finance
  • Investment Banking
  • Investing & Lending
  • Investment Management
  • Sales & Trading

What are best practices? What is the purpose of these guides?

Best practices, sometimes referred to as leading practices, are text-based descriptions of work activities that are proven to deliver superior results. These best practice guides describe detailed "best-in-class" work activities that can help any organization close the gap on the competition. The best practices in these guides require no new technology to implement and require no changes to infrastructure or regulatory practices. The majority of them can be implemented without high-level approvals or significant time devotion to rapidly realize improvements in cost effectiveness, work quality, customer service and/or productivity.


How were these best practices gathered?

These best practices have been documented during more than 20 years of management consulting experience. OpsDog's best practices guides are collections of the most common, high-value, easily-adopted best practices identified in our experience working with some of the world's largest, most valuable corporations.


How do I purchase this report? How/when will I receive it?

Simply click the "add to cart" button and follow the process to order your copy of this guide. You can use any major credit card, or a PayPal account, to pay. After your payment is processed, an OpsDog team member will email you to confirm the delivery time (typically 3-5 business days or less). Once our latest content has been incorporated into the existing guide, a PDF copy is emailed to you. Download a free sample best practices guide now.


Questions?Call: 844-650-2888Email: info@opsdog.com
  • Best Practices Guide

    $145

    Investment Management Best Practices Guide

    - Details on 15 best practices
    - 8+ page PDF document
    - Presentation-quality design
    - Delivered in 3-5 business days

    Questions?

    Call: 844-650-2888

    Email: info@opsdog.com

Related Products

Looking for a custom solution?

OpsDog’s remote analytical team can provide custom, high quality data, reports and analysis for your organization with low cost and risk. Custom solutions include:

Questions?Call: 844-650-2888Email: info@opsdog.com

Let's find a solution that works for you. Fill out the form below and an OpsDog team member will contact you shortly to learn more about your needs...

Need help?
Call: 844-650-2888
Email: info@opsdog.com
TOTAL:
Tax will be calculated in the purchase step.
Continue to Payment
Please login to continue your purchase
Need help?
Call: 844-650-2888
Email: info@opsdog.com
Need help?
Call: 844-650-2888
Email: info@opsdog.com
Back to Top