Tomlinson
Investment Consulting
We can work with clients in the following areas:
HEDGE FUND MANAGED ACCOUNTS
Business AP – business analysis and planning to identify the level of opportunity for a managed account operation, product or service
Explorer – capture client requirements and capabilities and score against generic managed account approaches to enable go/no-go decisions and managed account solution selection
Architect – a full service design and construction management solution for bespoke managed account builds
PlatformPlus – capture client requirements and guide through selection and engagement of 3rd party managed account platforms to ensure outsource solution optimally meets client needs
Benchmark – evaluation and benchmarking of existing managed accounts against industry best practice to enable performance improvement and risk reduction
UCITS HEDGE FUNDS
UCITS Surveyor - Market analysis and insights for the UCITS hedge fund space
Launchpad - Development and planning for UCITS hedge funds
HEDGE FUND MANAGED ACCOUNTS
Business AP – business analysis and planning to identify the level of opportunity for a managed account operation, product or service
Explorer – capture client requirements and capabilities and score against generic managed account approaches to enable go/no-go decisions and managed account solution selection
Architect – a full service design and construction management solution for bespoke managed account builds
PlatformPlus – capture client requirements and guide through selection and engagement of 3rd party managed account platforms to ensure outsource solution optimally meets client needs
Benchmark – evaluation and benchmarking of existing managed accounts against industry best practice to enable performance improvement and risk reduction
UCITS HEDGE FUNDS
UCITS Surveyor - Market analysis and insights for the UCITS hedge fund space
Launchpad - Development and planning for UCITS hedge funds
STRUCTURED PRODUCTS
Advice on hedge fund structured products
TRAINING AND EDUCATION
Creation of customised seminars and briefings for your organisation
“A key challenge in the near term for the industry is one of education and the development of a common understanding of the benefits and drawbacks of managed accounts. It is in everyone’s interest for all participants to be clear on likely outcomes before the investment of substantial time and resource in developing a managed account set-up.”
Richard Tomlinson, writing in The Hedge Fund Journal May/June 2009
Richard Tomlinson, writing in The Hedge Fund Journal May/June 2009
Tomlinson IC Ltd ◊ +44 (0)20 7424 5835 ◊ info@tomlinson-ic.com
Registered in England and Wales ◊ Co. No. 6885737 ◊ Terms and Conditions
Registered in England and Wales ◊ Co. No. 6885737 ◊ Terms and Conditions