One of world’s leading Private Capital firms’ partners with Holland Mountain to benchmark its fund administrators and build a strategic outsourcing model
As part of a broader operational strategy review, one of the largest Private Capital firms in the world set its sights on a more advanced operating model, supported by a faster and more responsive approach to reporting. Delivering on that ambition depended on the firm’s fund administrators being able to keep pace.
The firm engaged Holland Mountain to assess whether its administrators could support where the business was heading, and to facilitate the shift from a transactional relationship towards a strategic partnership model.
The context
The firm was advancing its operating model and wanted greater confidence that its fund administrators could support that direction across multiple asset classes. It needed an independent, market-informed view of where its administrators stood today, and a clear picture of what a strategic partnership would need to look like to support the firm’s growth ambitions.
What we delivered
Holland Mountain carried out a structured benchmarking and assessment programme spanning the firm’s administrators end to end:
- In-depth, structured onsite assessments of the administrators across every pillar: technology, processes, team, and commitment.
- Identification of current gaps in service quality and capabilities across multiple asset classes, covering both fund-level and investment-level operations, followed by a remediation plan and a set of no-regret opportunities to action.
- Mapping of the administrators’ capabilities against the firm’s target operating model, giving a clear, forward-looking view of what is needed to support where the business is heading.
Why they chose Holland Mountain
The firm chose Holland Mountain for its independent, market-wide perspective and its depth of experience across complex fund structures:
- Unrivalled knowledge of the fund administrator market. We know the benchmark and can advise clients on what good looks like.
- A strategic perspective that helps firms move beyond transactional oversight towards a true strategic partnership with their administrators, aligned to their wider operating model and growth ambitions.
- Deep expertise across complex, multi-asset fund structures, from fund accounting through to loan operations.
Assess and benchmark your fund administrators
Holland Mountain has completed 100+ fund admin-related projects, from RFP through to service remediation, and is not tied commercially to any fund administrator.
That independence lets us tell clients what is realistic, what is standard, and what to expect from a strategic administrator relationship.
Schedule a demo and find out how we help Private Capital firms assess and benchmark their fund administrators.
