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Whitepaper | Efficient Fund Operations. Decision making for a leaner future.

Geoff Hodge, CEO of Milestone Group, examines the role and impact of investment decisions on achieving effective operating models and technology architectures at financial services institutions. He explores the practical aspects and pitfalls of decision making, and how this can dictate a firm’s long-term agility, efficiency, scalability and profitability.
25 June 2012

Inherent limitations in traditional investment decision models are a roadblock to the sorts of efficiency gains sought by the fund administration industry. But that need not be the case. In its latest white paper, ‘Efficient fund operations – Decision making for a leaner future’, Geoff Hodge, CEO of Milestone Group calls for a radical rethink and outlines how firms can ensure transformational investment projects deliver long-term value, whatever the market conditions.

This is the first of three papers that will examine the role of operating model design and technology investment in achieving efficient fund administration. The whitepapers are intended to be read either as standalone documents or a series, and together will create a roadmap to unlock a more competitive level of fund administration efficiency than is routinely observed today.

Download Whitepaper | Decision Making for a Leaner Future
( .pdf 920.63 KB)
Geoff Hodge

Geoff Hodge

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