Stone House Consulting

Strategic, operational and IT consulting for investment managers and hedge funds

Operational Risk #6: Playbooks—Workflow Documentation

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Filed under: Hedge Fund / Alternative Investment Management, Operational Risk, Operations, Traditional Investment Management, , , , , , , , , ,

4 Responses

  1. [...] • Novices, apprentices and soloists • Dropped batons • Naïve reliance on technology • Playbooks • Amalgamated assignments • Reconciliation gaps • Reading the fine print • Poor planning [...]

  2. [...] (We will address potential issues with workflow documentation in the forthcoming article, Operational Risk # 6—Playbooks.)  For those investment managers who want to grow their organizations without hiring back the [...]

  3. [...] procedures.  We will delve into this issue more thoroughly in our upcoming article on workflows (Operational Risk #6—Playbooks), but it should be kept in mind when considering how to organize support [...]

  4. [...] previously mentioned in connection with training (Operational Risk #3) and workflow documentation (Operational Risk #6).    Inaugurating a new investment strategy or fund requires significant planning and [...]

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