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Investments Function Uplift

Writer's picture: Chris KaropoulosChris Karopoulos

Synerga developed a clear prioritised plan which enabled the Client's senior management team to move ahead with confidence on their Investment Management Operating Model.


Industry | <TBC>


The Ask

As a result of a sale transaction, the client Business needed to ensure it had a stand-alone Investment Management function.  The client wanted us to review the Investments Function and develop and implement a plan to uplift key components.


The Challenge

 The client was aware of historical issues/challenges across key areas of governance and reporting, but was not clear on other areas nor the priority.  The client needed a clear prioritised plan.


Synerga's Approach

Our people developed a clear prioritised plan and supported its implementation across.


  • Investment Governance

  • Investment Team Operating Model Design

  • Supplier management

  • Risk management operating controls


The Outcome

The client senior management team, moved ahead confident that key areas of concern were addressed.

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Synerga Pty Ltd
ABN: 33 667 359 837
enquiries@synerga.com.au
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