{"id":14554,"date":"2024-10-14T17:01:05","date_gmt":"2024-10-14T15:01:05","guid":{"rendered":"https:\/\/ginesis-finance.com\/cas-clients\/setting-up-an-investment-management-control-system\/"},"modified":"2025-07-02T17:46:31","modified_gmt":"2025-07-02T15:46:31","slug":"setting-up-an-investment-management-control-system","status":"publish","type":"cas-clients","link":"https:\/\/ginesis-finance.com\/en\/cas-clients\/setting-up-an-investment-management-control-system\/","title":{"rendered":"Setting up an investment management control system"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"14554\" class=\"elementor elementor-14554 elementor-7701\" data-elementor-post-type=\"cas-clients\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3d66d24b contexte-bc e-flex e-con-boxed e-con e-parent\" data-id=\"3d66d24b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5683bb41 elementor-widget elementor-widget-heading\" data-id=\"5683bb41\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Background and objectives<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2256fc59 elementor-widget elementor-widget-text-editor\" data-id=\"2256fc59\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>French rail transport company<\/p><p>Assistance in setting up the investment management control team (6 billion in assets under management)<\/p><p>Operational support to improve controlling processes, performance indicators and monitoring tools<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a5b5730 mission-bc e-flex e-con-boxed e-con e-parent\" data-id=\"a5b5730\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-63770b03 e-con-full e-flex e-con e-child\" data-id=\"63770b03\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7ff20933 elementor-widget elementor-widget-heading\" data-id=\"7ff20933\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our mission<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f77ad35 elementor-widget elementor-widget-text-editor\" data-id=\"f77ad35\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Assistance with and coordination of budgeting and multi-year forecasting processes (quarterly)<\/p><p>Set up monthly investment monitoring: dashboard and production progress indicators<\/p><p>Improvement of the IS repository for project monitoring (development of business intelligence, improvement of accounting production)<\/p><p>Work on building the financial trajectory (documentation, challenge, internal and external presentation)<\/p><p>Launch of a study into the development of management information systems for investment management<\/p><p>Assistance to the Economic Performance Department of the Management Control Department<\/p><p>Assistance with budget production (income statement modeling by business line, consolidation of business line data, etc.).<\/p><p>Assistance in modeling new cost models and capitalized production<\/p><p>Assistance in coordinating the budgeting process with the Business Units (daily meetings with the Business Units, technical assistance, change management for new processes, etc.).<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6db478f e-con-full e-flex e-con e-child\" data-id=\"6db478f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-282d7963 elementor-widget elementor-widget-heading\" data-id=\"282d7963\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Results<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-586672e8 elementor-widget elementor-widget-text-editor\" data-id=\"586672e8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Structuring the investment control function<\/p><p>Implementation of dashboards and significant improvement in data management and reliability<\/p><p>Improving tools<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Background and objectives French rail transport company Assistance in setting up the investment management control team (6 billion in assets under management) Operational support to improve controlling processes, performance indicators and monitoring tools Our mission Assistance with and coordination of budgeting and multi-year forecasting processes (quarterly) Set up monthly investment monitoring: dashboard and production progress [&hellip;]<\/p>\n","protected":false},"featured_media":13432,"template":"elementor_theme","meta":{"_acf_changed":false},"sector":[336,289,334],"prestation":[314],"class_list":["post-14554","cas-clients","type-cas-clients","status-publish","has-post-thumbnail","hentry","sector-interim-solutions","sector-management-control-steering","sector-processes","prestation-transportation"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Setting up an investment management control system &#8211; Ginesis Finance<\/title>\n<meta name=\"description\" content=\"Support in setting up the Investment Controlling team and the Controlling processes, indicators,...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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