The planning for how to launch an open-ended fund is strategically significant. It requires solving difficult and complex problems in order to make it a success.
The key questions that need answering are:
- What is the right regulatory structure for your target investor base?
- How do you design an investment product that serves the needs of wealth clients?
- Do you build or partner for distribution capabilities?
- How do you communicate how the vehicle complements your existing offering?
