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ISC Launch Service for an AIFMD Healthcheck

The Alternative Investment Fund Managers Directive (AIFMD) became effective in July 2013 giving firms with funds in scope until 22nd July 2014 to gain authorisation. These timeframes were very challenging for many impacted firms, as some had not previously been required to gain fund authorisation, whereas others had large or complex fund ranges. This meant updating fund documentation, processes and added transparency reporting. This all needed establishing in a very short period. Some of these processes would need to be continued regularly beyond initial authorisation, such as transparency reporting, which led to selection decisions following the route of least resistance.

ISC offer a review process providing firms a benchmark against industry best practice to ensure continued compliance, with recommendations against areas to improve. The output provides a report giving firms the evidence, if challenged by the regulators, that they have considered their approach after undertaking a thorough and independent review. As well as looking for consistency, the report provides recommendations for possible time and costs savings. Data is also at the core of the regulatory processes, so a view on the usage and storage of data is a major part of the review.

ISC bring a wealth of experience in the fund industry, being involved with major institutions in delivering all components of the AIFMD regulations, covering both full and “lite” versions. This experience along with appreciation of the Depositary role and industry initiatives, makes ISC well placed to perform the review.

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ABOUT Investment Solutions Consultants Ltd ISC is a team of talented consultants providing trusted advice to the investment management community. We have a very strong blue-chip client base and carry out repeat assignments for our clients. This year Investment Solutions Consultants is celebrating ten years of excellence. Founded by experienced consultants a decade ago, ISC's goal is to provide sensible solutions to the challenges facing the investment management industry. Looking ahead to the next ten years, we aim to continue facing the challenges alongside our clients. We understand the end-to-end operating model of the asset manager and the vendor landscape that supports the industry. By deploying our consulting expertise, we help our clients to maximise the efficiency and effectiveness of their operations and technologies. ISC provides consulting skills and experience across the spectrum of investment management solutions - from system selection and implementation to operating model review and design; from programme and project management to business analysis; from front to middle and back offices; from investment managers to service providers. ISC is driven by the belief that the investment management community demands its consulting partners give value through providing quality resource able to grasp quickly the challenges and assist in delivering solutions.

Investment Solutions Consultants Ltd
68 Lombard Street
London EC3V 9LJ

t. 020 7096 1361