“As an emerging alternative investments group, Coleman selected Truss Edge as our back & middle office provider due to their high quality service & ability to customise reporting for our multi-manager business. Consistency helps define a business, and we’ve been impressed with the consistent excellence in the way Truss Edge has handled our account.”
Ernesto Becker, Chief Operating Officer
at Coleman Capital LLP
Fragmented data and a lack of cohesion between the component parts of a fund manager’s operations can present a constant hazard. Not only investors but regulators are paying close attention to how portfolio data is managed within your business. Having the right data management and reporting systems in place is now of critical importance.
As fund managers and their investment products evolve, they often need to add new instruments, strategies, and types of fund products.
Regulatory demands on managers are continually expanding to cover all aspects of business. And scaling from early stage through to multi-billion-dollar businesses brings significant challenges.
Development of new investment products can be expensive and risky – hedge funds, mutual funds and exchange traded funds all demand operational efficiencies that can be expensive to build yourself.
With constant pressure on fees and expense ratios, managers need a partner that can support both the running of the business and the further transformation of the business.
We join the dots for fund managers that are looking for that elusive front-to-back portfolio management solution. Let us show you!