Cedarwood Associates provides a broad array of consulting services to the mutual fund
boards, investment advisors and others interested in entering the mutual
fund industry.
We approach each
assignment with clear understanding of the specific client goals, and
how those goals are impacted by the larger business and economic
environment. Our work is balanced and impartial. We believe
in open communication with our clients and other appropriate parties.
Our reporting is concise and will provide the necessary documentation
for client records.
Where Consultants
Add Value
-
Conflicts of
interest – The nature of
the mutual fund business creates a range of situations where
economic conflicts may exist.
-
Risk
Management – Beyond the investment process there is significant risk in the
business, be it regulatory, reputational, operational or financial.
Understanding the risks and related controls is a critical part of
the management process.
-
Compliance
– The challenge of translating regulatory requirements into a
practical, business-driven monitoring program can be significant.
-
Research and
Analysis – access to
industry data, and the ability to provide an unbiased evaluation
will assist in supporting business judgments.
Our Fundamental
Belief
Independent expertise should be available to all
fund-related organizations regardless of size. In order to meet
the needs of smaller companies or complexes, we are committed to
accepting very focused or short assignments and setting fees that are
affordable to our prospective clients.
