User Case: FCG Fonder

Is running operations your responsibility?
Read to find out how PCT is used to streamline processes and keep track of them in real-time

Is running operations your responsibility?

FCG Fonder, a part of the Nordic financial consulting group FCG, offers full-service Manco solutions to Nordic Asset Managers. By taking full responsibility of all fund management processes, FCG enables the client to focus on their core business.

We had a chat with Simon Carlstedt, COO of FCG Fonder, about this past year, where FCG Fonder experienced massive growth with the onboarding of many new clients and employees. PCT was implemented in December 2017, and has been a part of their expansion since.


Scaling up operations

“We knew we needed a tool to help us make our processes efficient and streamlined as we are growing in high pace. We chose PCT due to the minimal effort and cost required to implement it. After the introduction of the tool in our organization, PCT quickly became a part of our process improvement initiative.”

“Thanks to the product’s intuitiveness and nature of instant access, we can quickly build our processes by simply adding all our tasks. PCT helps us think in a process-oriented manner and supports us in creating a structure.” says Simon. PCT is now a part of the everyday operations and suits FCG’s method of continuously improving processes and exceeding customer expectations.

“We believe that having the right structure in place, a way to follow up and continuously visualize performance is essential to be able to manage growth with quality. With PCT we can easily onboard staff, clients and scale up our operations without losing control.” Simon adds.

With time, the usage of PCT has spread to different areas of the business and is used in the risk offering, to both internal and external clients, as well in the trading and asset management offer.

Facilitating external audits

As a fund company, regulated by the Swedish financial supervisory authority, many external stakeholders are involved in the different parts of the administration of FCG’s close to 50 funds. Audits, due diligences and visits from custodians, clients and other external parties are part of the ongoing operations.

“Due to the extensive audit trail functionality and the ability to minimize the risk within the processes we’re getting a strengthened internal control framework from our internal audits.“

Simon adds that “with PCT we now have a tool where we systematically can follow-up on our processes, both in real-time and later, when it suits us. We can easily provide our counterparties the information they need on our processes and how we work. They can be assured that we’re never losing sight of either the big picture or the fine details of our operations.“

Simon Carlstedt

Head of Operations, FCG Fonder