Product Development

Crest anticipates the responses of investors, advisors, asset consultants, regulators and the markets to new products.

Research

• Asset class/sector review, competitor analysis
• Opportunity identification, business case
• Market validation e.g. target market, value proposition

Fund strategy

• Fund review and investment strategy
• Pricing and modelling and structure
• Structure and entry strategies e.g. MDA vs fund

Implementation

• Engage internal stakeholders e.g. legal, tax, operations, sales & marketing
• Document the investment process and corporate governance
• Recommend external service providers and research houses