FINANCIAL & BUSINESS SERVICES INNOVATION FACTORY FOR … · 2017-03-24 · FIND AN EDGE: MAXIMIZE EFFICIENCY. EMPOWER FUND INNOVATION Asset Managers are in an increasingly regulated

FIND AN EDGE: MAXIMIZE

EFFICIENCY. EMPOWER FUND

INNOVATION

Asset Managers are in an increasingly regulated and competitive environment. A holistic view of the entire product strategy, development, management and feedback value chain is crucial for delivering customer focused products, faster time to market and freeing up time to innovate across your product value chain. Leveraging over 30 years experience in highly regulated industries like Life Sciences and Aviation, Dassault Systèmes’ Fund Central is an enabler of these requirements. It delivers process automation to increase compliance and governance, take out reduce costs and improve scalability and repeatability which in turn reduces costs and improves the customer experience.

Innovation Factory helps sales, marketing, compliance, operations, product development teams and senior management to better collaborate and access a full view across all product management dependencies, stakeholders and KPIs with a real-time dashboard.

FINANCIAL & BUSINESS SERVICESINNOVATION FACTORY FOR ASSET

MANAGERS: FUND CENTRAL

MORE TRANSPARENCY, BETTER TEAMWORKWith a common language, collaborate efficiently across silos, enterprise-wide. Fund Central enables you to approve and implement product changes through an automated process, increasing governance and enhancing corporate memory across the organization.

Principal benefits:

• Quality improvement and innovation

• Increased customer satisfaction

• Cost reduction and efficiency

• Regulatory compliance

• Increased corporate memory

MORE EFFICIENCY, LESS RISKCentralizing and managing the life cycle for all fund data increases control and responsiveness. Replacing an array of spreadsheets, documents and slide decks with a single comprehensive, template can also cut cost. Establishing proper fund life cycle discipline makes you more lean and agile—and mitigates operational risk.

DIGITALIZE YOUR PROCESSFund Central’s real-time dashboard gives everyone a true picture of the status of all products: past, present and future. Having real-time information at your finger-tips speeds time to market, improves governance and compliance to mitigate risk.

Digitization allows each team member to work on the same, single version of any information in real time, allowing multiple fund classes to be created from predefined templates. Users can initiate different governance regimes at the click of a button. Full transparency creates authentic collaboration, making sure your team pulls together whilst retaining intellectual property—you achieve ‘a single source of truth’ for each fund.

CONTROL PRODUCT DOCUMENTATION GENERATIONDocumentation is a key component of product creation and product change. Innovation Factory for Asset Managers validate and generate all the funds documentation: Prospectus, KIID, Fact sheet.

Documents are validated, approved, versioned and stored in a central repository.

Digitalize your full fund lifecycle

• Generate Ideas—market specific, hot topics

• Leverage existing ideas• Validate ideas

IDEA

• Assess product feasibility• Collaboratively involve key

stake holders• Test market potential• Define fund specifications

PROPOSAL

• Reuse existing fund templates

• Manage key operational set up governed by collaborative approvals

IN DEVELOPMENT

• Collaborative product rollout

• Single source of collateral for all sales channels

LIVE

• Manage share classes• Merge funds and manage

lifecycle• Approve fund setup changes

MODIFY & MERGE

• Retire underperforming funds

• Review fund management process & lessons learnt

DECOMMISSION

Idea ValidateConfigure Rollout EvaluatePlan Launch ModifyBuild Maintain Retire

Regulators are demanding greater transparency and operational monitoring of the product development and sales processes.

POWER YOUR FUND LIFECYCLE MANAGEMENTInnovation Factory’s Fund Central, is a scalable asset management solution (fund, umbrella, share class) designed to increase governance and compliance as well as improve efficiency and collaboration for all stakeholders in the fund management arena.

In order to meet regulatory demands, regain customer trust and so deliver shareholder value, managers need to create new processes and disciplines. Fund Central enables you to do by digitizing the entire product life cycle, helping you to:

• Maximize efficiencies

• Strengthen collaboration

• Enhance corporate memory

• Improve governance

Overview of product global pipeline dashboard

Features:• Real-time customized reporting• Real-time measurement and analytics• Automated product creation and management• Centralized control and management of fund lifecycle

• Manage regulatory approvals

• Product profile enrichment• Enterprise-wide fund collateral management

MAINTAIN

Innovation Factory-The Product PortfolioManagement Solution

Our 3DEXPERIENCE® platform powers our brand applications, serving 12 industries, and provides a rich portfolio of industry solution experiences. Dassault Systèmes, the 3DEXPERIENCE® Company, provides business and people with virtual universes to imagine sustainable innovations. Its world-leading solutions transform the way products are designed, produced, and supported. Dassault Systèmes’ collaborative solutions foster social innovation, expanding possibilities for the virtual world to improve the real world. The group brings value to over 190,000 customers of all sizes in all industries in more than 140 countries. For more information, visit www.3ds.com.

Europe/Middle East/AfricaDassault Systèmes10, rue Marcel DassaultCS 4050178946 Vélizy-Villacoublay CedexFrance

AmericasDassault Systèmes175 Wyman StreetWaltham, Massachusetts02451-1223USA

Asia-PacificDassault Systèmes K.K.ThinkPark Tower2-1-1 Osaki, Shinagawa-ku,Tokyo 141-6020Japan

Fund Central—your collaborative fund lifecycle management solution

• Reduces operational risk, increases transparency and identifies bottlenecks, efficiency and transparency

• Real-time dynamic dashboard

• Drill down navigation

• Realtime access to entire fund information and product structure • Full visibility to dependencies

aind stakeholders

• Improves collaboration, marrying efficiency, governance and accountability

• Strengthen governance and compliance

• Automated, structured project management

• Automated workflows across entire fund cycle and provides a common language across the enterprise

• Find and reuse information easily

• Provides customized real-time visibility across the entire portfolio

• Repeatable but configurable multi-language templates

• Product information and KPIs—available by product, geography and business lines

• Comprehensive digital asset management repository

BENEFITSFEATURES

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PROVEN INNOVATORSInnovation Factory’s Fund Central solution is powered by the 3DEXPERIENCE platform adopted for product life cycle by companies operating in highly regulated industries like aviation, automotive mobility and life science. Leveraging this heritage Innovation Factory’s Fund Central addresses key asset management industry challenges including governance and compliance, efficiency and repeatability.

Discover more at: www.3ds.com/Financial-Services