The ScoreCard Review identifies downside risks and develops an improvement path. In the Benchmark phase, an operational scorecard is produced based on analysis of processes, systems, business intelligence, and risk management. The value of understanding your gaps and blindspots in this quickly changing landscape is invaluable. Following the Benchmark Phase, an improvement framework is developed and implemented. The framework focuses on the management of strategic and tactical outcomes.
PTT also offers an initial benchmark review. The only commitment required by funds is the completion of an operational due diligence questionairre and a conference call with a PTT consultant. The initial benchmark review gives a high-level ranking of operations versus industry best practices and guidelines from the President's Working Group on Financial Markets. PTT offers this initial review free of charge because it help us monitor the investment landscape. In our view, both the fund manager and PTT win with an initial review. To schedule an initial benchmark review >>> CLICK HERE.
Sometimes you just need help. Let PTT experienced resources fill this role. Our resources have experience in all aspects of running a fund. Whether you need a temporary "hired gun" or project manager, PTT can supply the contract resources to fit your needs.
PTT can help build operational excellence. We offer the following infrastructure services:
Based on the latest guidelines from the Asset Manager's Committe of the President's Working Group on Financial Markets(PWG) and London's Hedge Fund Working (HFWG), PTT will perform a review of a fund's compliance with these guidelines. PTT will help develop the infrastructure to comply with these guidelines. Many institutions are requiring funds to manage to these new frameworks.