Many investment funds fail to deliver the expected results. You need an easy way to determine whether your fund management procedures are causing your investment fund to fail or succeed.
Our Lean Project Playbook® service is a cloud-based information exchange that includes access to our suite of best practices, a forum to exchange expert opinions and a self-service questionnaire designed to elicit key success information from your fund management team. It enables you to monitor and control the health of your fund management procedures and corresponding continuous improvement initiatives then take proactive corrective actions before a negative trend degrades into a major issue.
You can also create your own questionnaires or edit an existing questionnaire to better match the specific characteristics of your organization’s unique fund management procedures.