Outsourced C Suite Solution
Build your customized team
Out performing C-Suite executives to support your growth ambition, our team is driven to help achieve your goals with our deep expertise and knowledge.
Outsourced Chief Operating Officer
An outsourced COO solution can deliver an independent cost-effective solution to your accounting and operational needs. One of the biggest challenges for funds and managers when launching and running a fund is having to focus on the non-investment aspect of the business. Cost savings can range from 40% to 60%.
How we help:
We manage all Operational aspects.
Negotiating, finalizing and manage counterpart relationships.
Cover full trade support
Position and P/L reporting
All trade reconciliations.
Risk Management and support.
Full management of policies and procedures and filings
Optimize software and technology
Compliance and Regulatory Filings
Operational Optimization – save you money
Workflows and Accountability
Post trade
Exceptions Processing
Transaction cost analysis
And many more of the critical day to day functions of running as successful fund
Outsourced Group Marketing Officer
An outsourced GMO solution can deliver an independent cost-effective solution to your business development and marketing needs. We often hear of the CIO wearing the player manager hat. We believe that focus on core competencies are key. A Group Marketing Officer is now at the forefront.
How we help:
We focus on the responsibility creation and managing a plan of driving sustainable profitable growth
Identify, qualify prospective targets
Build a CRM around the life cycle management and investor experience
Our Process is to think like an “investors” align your firm to investor centricity.
Be the voice and champion story teller of your organization
Build a program around marketing technology, Data Analytics and AI ” Martech”
Drive marketing innovation
Do more for less spend and save time
Extra ordinary Asset management Companies allocate significantly to their marketing efforts
“ABC” Always be closing
We can help
Outsourced Chief Compliance Officer
Our team of outsourced Chief Compliance Officers play a vital role in your Asset Management company.
We provide you with an institutional blueprint to build, optimize and grow your business cost efficiently.
Are you prepared to navigate the complex requirements?
How we help:
Producing Compliance Procedures, policies, and manuals
Meet with Compliance and Regulatory deadlines
Manage SEC Audits
Test and Monitor Processes
Test system failures
Rollout Cyber Security mandate
Work from Home policy
Risk Assessments
Disclosure review
Gain accurate insights and robust solutions.
Demonstrating compliance oversight is a necessity and vital to the growth of the fund. An outsourced CCO solution delivers an independent cost-effective solution resulting in a direct positive impact on your management company.
Outsourced Chief Financial Officer
The CFO has a key responsibility for the financial operations of an asset or investment manager as it plays a crucial role in any organization. The CFO presents financial data of an organization, handles the current finances, and offers forecasts and support for future financial decisions. The CFO is responsible for the financial health of your management company. In today’s regulatory environment, the CFO is also critical for ensuring compliance with various regulatory standards.
How we help:
We manage all Financial aspects
Financial reporting and accounting for the management company and general partner
Financial reporting and communication of results to investors.
Evaluate investment strategies & opportunities.
Review monthly, financial statements as prepared by the administrator.
Review dividend distribution schedule and calculation of the advisory fee process
Attend and Present at all Board and Committee meetings
We add credibility to the management team by attending capital raising meetings.
The world of investing is more complex, competitive and challenging than ever.
Get to know us and how we can help you accelerate your fund platform.
Outsourced Chief Investment Officer
Our team of seasoned Chief Investment Officers help analyze the portfolio requirements and determine the best investment strategies to fit the investment and risk profile.
How we help:
We provide expert knowledge on investment and financial activities
We create customized investment portfolios
Our team offers diversity in the portfolio construction
Reviews the performance of the portfolios and prepares detailed financial reports
Interfaces with the Investment Committee
Reviews changes in the investment policies.
Maintains knowledge on market securities and portfolio management
Manages new hires into the firm and educates on the investment philosophy
Chief Risk Officer
At NexGen 360, our team of Chief Risk Officers are an integral component of your asset management business
In more recent times Risk Governance has emerged as a key topic in the Asset management arena
You have to evaluate and strengthen risk governance as a key differentiator.
We seek to identify and resolve risk weaknesses and keep you ahead of the curve.
How we help:
We offer a consultative approach rather than control role
Our team can identify under appreciated areas of risk or where risks have been understated
We look at policy development, risk identification, measurement, and reporting.
Our team looks at investment modelling, stress testing, scenario analysis and other efforts to support thorough and comprehensive assessment and ongoing monitoring of risks.
We recommend and manage the controls
Our team of chief Risk officers look to drive risk avoidance and risk appreciation.
