Strong Solutions Operations & Efficiency

Operations & Efficiency

Harnessing Untapped Efficiency Potential by Jointly Managing Your Clients' Assets in a Single Fund Solution 

You Take Care of Your Clients – We Take Care of Administrative Tasks

The OPERATIONS & EFFICIENCY service package offers a combination of services which, when coupled with fund solutions, leverage the efficiency with which the assets are managed. Jointly managing assets in a single fund solution allows the investment strategy to be implemented at a low cost and quickly, even where fairly small individual mandates are involved.

With Credit Suisse Investor Services as your partner you can focus more closely on your asset management and client advisory services, and keep pace with the growing needs of your clients. Activities outside the scope of your core business are assigned to an external specialist. We organize the complex collaboration of all the parties involved and relieve you of the burden of administrative tasks.

With Our Comprehensive Approach Our Strengths Complement Each Other Ideally

Following an advisory process, the design phase, and the successful implementation of the fund solution, we take on all the legal and administrative tasks required for managing the investment fund. You incur product-specific variable costs, not fixed costs. Due to our size we are able to offer numerous additional services and achieve economies of scale, from which you benefit. Sophisticated reporting, analysis, and trading tools help you to react promptly to market changes. In this way you can consolidate your market position and develop sustained client relationships.