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Case Study: New Product Operating Model

A large Australian based investment manager required an operating model to support new global product initiatives

Shoreline worked with the client to develop an operating model to support new product initiatives such as a Japanese distributed global infrastructure fund (Toshin Fund) and a privately offered infrastructure LP

The Deliverable

Designed and documented operating model outlining the business processes, control points and IT systems required to support the ongoing operation of the new products.

The Benefit

Shoreline's ability to understand the clients objectives and incoroprate them into the final design provided the client with the ability to;

  • Understand the end to end business processes required to support the investment and operational requirements of the new product
  • Identify key operational risks and required controls associated with these processes
  • Understand key deliverables to external stakeholders such as clients and regulators.
  • Confirm key service expectations from service providers such as custodians and fund administrators.
  • Provide guidance to business areas in the development of required operating procedures applicable to the new products.
  • Identify likely resource requirements including IT requirements to be supported by current or new IT applications