Clients > Project Management & Business Analysis

CapFields Project Management Approach answers to recurrent challenges coming from the fund Industry. It provides Fund Service Providers and Investment Managers with a proprietary infrastructure developed to perform their operational activities.

During the fund set-up stage, we analyse the operational impacts on Transfer Agent, Fund Accounting and Custody activities, and carry out the changes. During the consolidation stage, we advise FSPs on the optimization of their operational processes.


CapFields infrastructure covers the following subjects :

  • New business integration and client services
  • Catalogue of standard reportings for Asset Managers
  • Portfolio alignment to serve PMO & executives
  • Software selection for TA or FA Systems
  • Custody, TA, FA Process Engineering and Re-engineering


Examples of subjects covered: Securities lending, corporate actions, NAV process, collateral management on OTC derivatives, pricing platforms, trailer fees, etc

Example of Business Case

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  • More company news

Economy & markets
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