UK BASED FAMILY OFFICE SEEKS, REGULARIZED DATA MANAGEMENT SYSTEM TO CENTRALIZED ACCESS OF REPORTS FOR THEIR ANALYSTS

1. UK BASED FAMILY OFFICE SEEKS, REGULARIZED DATA MANAGEMENT SYSTEM TO CENTRALIZED ACCESS OF REPORTS FOR THEIR ANALYSTS Client is a family holding company with investment interests spanning real estate, public markets, hedge funds and private equity. KEY CHALLENGES Acropolis Capital is using Code Red (RMS) application for storing and documenting all the Fund Reports, DDQs, Presentation etc. as per the File categorization to easy the access of reports and documents in near future for their internal team and updation of exposures & top holding data for their research activities. PROPOSED SOLUTION As a fund back office service provider, IBN Technologies proposed: Processing of all existing and new email items and saved through Code Red (Research Management System) as per file categorization.  Half yearly updation of exposure & top holding data accessing reports from Research Management System.  RESULT By utilizing IBN Fund of Hedge Funds Back Office services, Acropolis-Capital were able to access fund managers & administrators reports easily located centrally through research management system and able to utilize updated exposure & top holding data for their research activities. BENEFITS The services delivered by IBN resulted in following way: .Ready to use exposure & top holding data for analyst team.  Cost effective.  Easy access of reports located centrally on RMS  Time saving resulting in focus on core activities. 