Capnetix ICI General Management Meeting Resource Page

Background Information:

For Directors:

The Unseen Figures of Your Funds

Portfolio managers get the spotlight, but fund directors are ultimately responsible for seeing that investors are well served. Some critics say they aren't doing their job.

About Omnibus Distribution Complexity

The following paper written by Deloitte provides a broad perspective of the complex intermediary service Model.

The Omnibus Revolution:  Managing Risk across an increasingly complex service model

The following paper written by Capnetix describes the impact of this complexity on how invoices are processed, and how the resulting analytics data becomes available to executives and directors.

The Growing Problem of Managing Omnibus Distribution.