Fund Change.
Simplified.
At Edenbridge, we can deliver fund migrations, mergers, closures, and other fund changes. Our consultative and project teams manage these changes through a series of projects and smaller initiatives. We can also ensure that larger programs of change are delivered through the correct governance structures and reporting need of your organisation.
Fund Change.
Typical Fund Change Initiatives
Certainly, here's a rephrased version of your previous text:
The process of merging funds can be complex and may require multiple communications and voting rights from investors, depending on the domicile of the funds in question. The transition of assets will need to be assessed to determine whether it is more cost-effective to move or to and buy back in the new fund. Regulatory adherence is crucial when building out a project plan for the merger
I’m a paragraph
Edenbridge provides specialized support in the delivery of fund restructuring services. Our team of experts can assist you in changing fund type of a UCITS to an AIF, enabling the use of more complex instruments, or implementing an operating model to enhance operational efficiency. Trust us to help you achieve your goals with precision and expertise.
Simplification & Fund Change Impact
"We understand the importance of minimising the impact on your clients during any fund changes initiative or project, whether it's during analysis or execution. Our mission is to deliver and quickly, which is why we have predefined planning tools to simplify and assist us in achieving this goal"
​
Edenbridge, Founding Director