We understand the challenges that investment managers, limited partners, regulators and service providers face, and we partner with them to implement a manageable approach for improving operational capabilities from raising a fund to realization. In short, we want managers and investors to focus on what’s important – making and managing investments. To that end, SteelBridge has created the proprietary Operational Roadmap as a guide for an optimally-structured organization.
Challenges you're facing
General Partners
Pain Points
- Software implementation & data migration
- Raising capital
- Regulatory demands
- Accessibility to data
What’s Next
Competition is requiring you to step-up your fund marketing efforts, improve technology and seamlessly exchange information up and down the operational roadmap. Regulators are requiring more control and transparency, which consumes your valuable investment management resources.
Limited Partners
Pain Points
- Sourcing exceptional fund managers
- Information intelligence
- Timely receipt of information
What’s Next
More effort is needed for due diligence as your selection criteria becomes more stringent. Track records are important to your investment decision but you’re also looking at managers operations as well as fit in your portfolio.
Regulators
Pain Points
- Data collection and analysis
- Policy changes
What’s Next
You need access to information quickly and the information needs to show what is happening behind the scenes. You want to guide the industry to make choices that allow for global financial stability.
Service Providers
Pain Points
- Administrator client onboarding
- Servicing consolidating asset classes
- Standardization procedures
What’s Next
Its essential that you keep abreast of industry changes and guide clients in a way that allows them to stay ahead of the curve. You need to work tirelessly to continue to move our industry in the right direction and affect change.
| General Partners | Limited Partners | Regulators | Service Providers | |
|---|---|---|---|---|
| Pain Points |
|
|
|
|
| What's Next |
Competition is requiring you to step-up your fund marketing efforts, improve technology and seamlessly exchange information up and down the operational roadmap. Regulators are requiring more control and transparency, which consumes your valuable investment management resources. |
More effort is needed for due diligence as your selection criteria becomes more stringent. Track records are important to your investment decision but you’re also looking at managers operations as well as fit in your portfolio. |
You need access to information quickly and the information needs to show what is happening behind the scenes. You want to guide the industry to make choices that allow for global financial stability. |
It’s essential that you keep abreast of industry changes and guide clients in a way that allows them to stay ahead of the curve. You need to work tirelessly to continue to move our industry in the right direction and affect change. |