Proud to be of service to Equinox Fund Management, LLC

So you think that you’ve seen one, you’ve seen them all? Think again! Equinox Fund Management is a horse of a different color. An alternative asset manager with a product offering that stands alone, Equinox Fund Management, LLC, boasts greater than $1.2 billion in assets. Their non-traditional funds are available through more than 50 broker-dealers.

Equinox-quoteEquinox prides itself on their unprecedented level of expertise. Their investment team is comprised of more than 50 professionals with “decades of collective experience in the managed futures industry”.   Equinox was somewhat of a pioneer developing one of the first multi-manager managed futures portfolios. By the way, all twelve of Equinox Fund Management’s managed futures funds demonstrated positive performance in 2010!

The organization is subject to Sarbanes Oxley requirements and, given their non-traditional products and services, is highly regulated. Their innovative business calls for innovative solutions—not just those that they offer their customers, but those solutions required to meet their unique business structure and needs.

In steps policyIQ…

No, policyIQ is not really providing them an innovative solution. Equinox is using policyIQ in many of the same ways that our other customers do. What’s a little unusual is how many ways they are using policyIQ and how they’ve applied policyIQ in their Information Technology group to manage their heavy demand for software development projects.

Following the Agile software development methodology, Equinox must be able to adapt and shift their focus and priorities quickly. They blaze through two-week project sprints and rely on policyIQ to track progress, to capture software design elements, to create discipline among the rapidly-changing software landscape, and to keep all players informed.

Karen Kronauge, policyIQ power user and Project Manager at Equinox, will be partnering with the policyIQ team to present this month’s CPE session (June 23rd) on the use of policyIQ for IT and the Management of Software Development Projects. You don’t have to be an IT professional to appreciate the content and project management lessons and examples that Karen has to share with us.

Hope you will join us!


This entry was posted in Customer Success by Stephenie Buehrle. Bookmark the permalink.

About Stephenie Buehrle

Stephenie is the “solutions” expert on the policyIQ team. With RGP since 2004, she designs and develops solutions that capitalize on the best practices of the hundreds of companies that she has touched, while tailoring each configuration to meet the unique needs of each client. Before joining RGP and the policyIQ team, Stephenie enjoyed working as an independent consultant in the non-profit sector. Stephenie also previously performed analyst services for a major brewer ranging from roles in biological and chemical services to analytical roles in business process improvement and innovation. Stephenie quips that she still doesn’t know what she wants to be when she grows up, but hopes to spend her days helping others (companies, individuals, and communities) to realize their full potential.

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