Asset
Management
Funds.
Asset managers face increasing expectations from regulators and investors to strengthen governance, manage risk, and demonstrate transparency. Risk Advis helps funds meet these demands through practical risk management and compliance solutions.
We develop and review policies that align with UCITS, AIFMD, and MiFID II requirements, covering investment, liquidity, and operational risks.
Our specialists ensure accurate and timely submission of AIFMD Annex IV, UCITS, and ESG disclosures, reducing compliance risk and reputational exposure.
We perform validation of valuation, risk, and performance models, ensuring their alignment with market conditions and regulatory expectations.
Our pricing experts provide independent verification of valuation models for complex or illiquid assets.
We support managers in responding to regulatory queries, stress tests, and investor due diligence exercises.
We help clients prepare for supervisory reviews and audits, identifying potential gaps and improving documentation.
We guide Asset Management Funds through structural changes, including post-merger integration and operating model redesign. Our transformation specialists ensure finance and risk functions evolve efficiently and sustainably.
Our senior professionals can step into leadership roles such as CRO, CFO, or Head of Risk on an interim basis, providing stability, direction, and expertise during periods of transition.
Risk Advis supports system integration and deployment following mergers, acquisitions, or technology upgrades. We ensure seamless data migration, configuration, and testing across risk and finance platforms.
Our project managers oversee risk, compliance, and technology initiatives to ensure operational excellence and efficient delivery.
Expertise
We support governance enhancements and provide coaching to strengthen a culture of accountability and transparency across teams.