Save time, empower your teams and effectively upgrade your processes with access to this practical Fund of Funds Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Fund of Funds related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Fund of Funds specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Fund of Funds Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals...
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Fund of Funds improvements can be made.
Examples; 10 of the 994 standard requirements:
- What are the benefits and drawbacks of a fund of funds' ability to invest in a fixed allocation of underlying funds, versus a managed account platform's ability to adjust portfolio allocations in response to changing market conditions?
- How do the asset allocation and portfolio construction processes of a fund of funds and a collective investment trust differ, and what are the implications for investors in terms of portfolio diversification and risk management?
- What are the key differences between investing in sovereign debt through a fund of funds versus investing directly in individual securities, and how do these differences impact the overall risk profile of the portfolio?
- What are the benefits and drawbacks of a fund of funds' ability to invest in a diversified portfolio of underlying funds, versus a managed account platform's ability to customize portfolios for individual investors?
- What are the benefits and drawbacks of a fund of funds' ability to offer a single, unified investment solution, versus a managed account platform's ability to provide a customized and tailored investment experience?
- What are the advantages and disadvantages of a fund of funds' ability to provide a one-stop-shop investment solution, versus a managed account platform's ability to offer a high degree of customization and control?
- What role do macroeconomic factors, such as GDP growth and inflation, play in determining the impact of sovereign debt on a fund of funds strategy, and how can the manager adjust their asset allocation in response?
- How do the environmental, social, and governance (ESG) considerations of a fund of funds and a collective investment trust differ, and what are the implications for investors in terms of responsible investing?
- How do the compliance and regulatory oversight requirements for a fund of funds and a collective investment trust differ, and what are the implications for investors in terms of regulatory risk and protection?
- How do the portfolio rebalancing and reconstitution processes for a fund of funds and a collective investment trust differ, and what are the implications for investors in terms of portfolio drift and risk?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Fund of Funds book in PDF containing 994 requirements, which criteria correspond to the criteria in...
Your Fund of Funds self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Fund of Funds Self-Assessment and Scorecard you will develop a clear picture of which Fund of Funds areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Fund of Funds Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Fund of Funds projects with the 62 implementation resources:
- 62 step-by-step Fund of Funds Project Management Form Templates covering over 1500 Fund of Funds project requirements and success criteria:
Examples; 10 of the check box criteria:
- Schedule Management Plan: Is there a formal set of procedures supporting Stakeholder Management?
- Procurement Audit: Were technical requirements set strict enough to guarantee the desired performance without being unnecessarily tight to exclude favourable bids that do not comply with all requirements?
- Probability and Impact Matrix: Do the people have the right combinations of skills?
- Activity Duration Estimates: Is a contract change control system defined to manage changes to contract terms and conditions?
- Scope Management Plan: Are internal Fund of Funds project status meetings held at reasonable intervals?
- Stakeholder Management Plan: Are updated Fund of Funds project time & resource estimates reasonable based on the current Fund of Funds project stage?
- Team Member Performance Assessment: How are performance measures and associated incentives developed?
- Roles and Responsibilities: Does your vision/mission support a culture of quality data?
- Team Operating Agreement: What are some potential sources of conflict among team members?
- Planning Process Group: To what extent do the intervention objectives and strategies of the Fund of Funds project respond to your organizations plans?
Step-by-step and complete Fund of Funds Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Fund of Funds project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Fund of Funds project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Fund of Funds project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Fund of Funds project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Fund of Funds project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Fund of Funds project or Phase Close-Out
- 5.4 Lessons Learned
Results
With this Three Step process you will have all the tools you need for any Fund of Funds project with this in-depth Fund of Funds Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Fund of Funds projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Fund of Funds and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'
This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Fund of Funds investments work better.
This Fund of Funds All-Inclusive Toolkit enables You to be that person.
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.
