Real Estate Fund Budgeting & Forecasting

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Solution Advisory & Delivery

Function

Finance

Industry

Banking & Capital Markets, Real Estate & Construction

Region

America, Asia Pacific, Europe, Global, Middle East

In a sector faced with increased market uncertainty, rapidly growing AUM, and additional investor and regulatory requirements, technology must play a key role in enabling asset managers to scale and adopt effective investment strategies. A heavy use of Excel, has also led to siloed data and manual processes that make it challenging to offer quick insights and auditability.

The Fund Budgeting & Forecasting solution solves these challenges by enabling collaboration and greater insight across fund managers, associates, and administrators. Adapt to a rapidly changing market through quick scenario modelling and automated client reporting.

Solution features

Apply greater control and process efficiency to the client reporting process.
Manage multiple holdings of a single asset across funds.
Create new fund models or scenarios quickly.
Run hold/sell scenarios in seconds and review impacts on fund performance and carry.
Streamline quarterly client fund reporting processes.
Automate management fee & promote forecast calculations.
Import asset cashflows and supporting data from Anaplan models or other sources.
Produce forecast LP performance reporting.