Curator, our technology platform, is helping our clients simplify their investment universe by intelligently digitising it. This means bringing regulatory expertise, workflow experience and a golden source of data to a single place. We are increasingly forming partnerships that help clients re-evaluate strategy at scale. Institutional investors also use us for more effective third-party management company solutions.
We understand your world
Many institutional investors turn to us for strategic advice when scoping out their plan of action. Time is often of the essence. We call on expertise from various disciplines and across asset classes and jurisdictions to help you select the best fund structure for you, taking into account investor preference, tax considerations, cost and speed to market. We can act as your management company, or help you build or improve one in-house. Move ahead with clarity and confidence.
Stringent requirements for establishing funds in multiple jurisdictions require administration and substantive presence that can be prohibitively costly. We offer economies of scale by sharing our pre-established infrastructure and extensive local knowledge. We speed things up, save you money, increase your options, and allow key resources to focus on their primary function.
Asset management is still fragmented, repetitious, and manual. Our digital platform, Curator, is unique in uniting workflow and regulatory IP with a golden source of data across the entire fund lifecycle. Curator’s intelligent digitisation is designed to support compliance with CP86 in Ireland,18/698 in Luxembourg, as well as non-EU funds. It gives you everything right where you want it for total control. Automation and analytics create major cost and time savings.
An experienced team of multi-jurisdictional AML specialists conduct oversight on 40+ different administrators, aided by very sophisticated screening technology. Our comprehensive programme includes the development and maintenance of AML policies, risk assessments, director training and the provision of MLROs. We also perform AML/KYC on investments.
5. Due diligence
We use our database and insight from having performed due diligence on thousands of distributors and investment managers to save you time and money. You can use (and adapt) our questionnaires, which can be populated automatically on our digital platform, Curator, which runs the workflow. Everything stays centralised and visible: silos are broken; time and energy are guided right to where they’re needed.
Solvency II, KIIDs, EMT/EPT, board and performance reports… are a headache for institutional investors, with much time lost accessing, inputting and reconciling data. With Carne, a task that frequently takes weeks can be completed automatically in hours, because the required information is already on the platform. Workflow is simplified and everything in the report can be traced to source.
We are Europe’s leading provider of third-party management companies, the fastest, most reliable, most cost-effective route to market.
We use our expertise in the field to help clients improve the performance of their own in-house management companies, and give asset managers tactical opportunities to increase efficiency. Pick from a wide-ranging toolkit.
Our technology and knowledge provide institutional investors, distributors and asset managers with opportunities to re-evaluate strategy at scale. Transform your operations through compatible data, workflow and analytics.