Scottish investment firm with more than £60bn funds under management
MSConsultants designed a series of bespoke workshop. Our first step was to run a company-wide series of workshops on Exchange-Traded Derivatives, followed by workshops on OTC Derivatives. This was made available to all Operations Staff and open to any Front Office investment professionals who wanted to attend.
Once we were satisfied the firm had the basic knowledge of FDIs, we ran a series of high-level workshops focusing on the Investment & Borrowing Powers under COLL Chapter 5. The workshops were tailored for the front and back office staff differently. This allowed the Operations Team to focus on the operational implications of the move to the new TPA and the possible issues for fund pricing and valuation. The front office team were able to focus on the investment possibilities under UCITS III.