Sample Projects - The following is a list of projects undertaken by the Principal of KD Abercrombie. The Associates have also successfully completed several topical projects, offer a specialised service as they are Subject Matter Experts in their own areas of competence as seen within Associates section.  

Please note that this is not an all encompassing list of projects.

  • Strategic
    • Significant Fund Range restructure (GBP29bn)
    • Fund Rationalisation(s) programmes
    • Defining Business Strategies

    Outsourcing to Third Party Vendors

    A strong process has been developed in the production of several Request for Proposal (RfPs) and Request for Information (RfIs) that enable the following:

    • Selection of Front Office Fund Management
    • Selection of Investment Administrators
    • Selection of Custodians
    • Selection of Trustee/Depositary

    Business Re-Engineering 

    • Building a Front Office Target Operating Model
    • Creation of a Private Equity Department Operating Model
    • Feasibility study for a Single Administration Platform for Pan European Multi-National Pension Plans
    • Creation of a Target Operating Model for Outsourced Investment administration
    • Centralisation of Equity Dealing from three European locations
    • Significant Process Data Mapping across organisations

    Fund Centric

    • UK & European Retail Funds Creation
    • Funds Unbundling - Indirect to Direct Holdings
    • Funds Bundling - Direct to Indirect Holdings
    • Significant Retail Funds Closure
    • Institutional Funds Creation
    • Creation of new Institutional Client Investment Reporting
    • Creation of Institutional Accounting Reports

    Tactical

    • Investigation into Pricing Issues and subsequent Process Re-Engineering
    • Creation of MIS/KPI pack to support Investment Management Operations
    • Running and Closure of a Fund of Hedge Funds
    • Creation of formal Take-On Procedures for New Funds

    Various Regulatory Projects

    • TCF
    • COLL conversion, etc