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Additional Operational Functions and Tasks

In: Alternative Investment Operations

Author

Listed:
  • Jason Scharfman

    (Corgentum Consulting, LLC)

Abstract

This chapter provides an overview on the wide variety of operational functions present at alternative investment managers. It begins with a discussion of operational risk management and fund reporting. We then discuss important fund manager operational policies for human resources management. Next we discuss security master files. As part of this conversation, we discuss the concepts of unique identifiers for securities within files including CUSIP and ISIN numbers. We then discuss operational considerations for fund manager insurance management. We conclude with a discussion of the treasury function.

Suggested Citation

  • Jason Scharfman, 2020. "Additional Operational Functions and Tasks," Springer Books, in: Alternative Investment Operations, edition 1, chapter 7, pages 101-111, Springer.
  • Handle: RePEc:spr:sprchp:978-3-030-46629-9_7
    DOI: 10.1007/978-3-030-46629-9_7
    as

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