Services
Through our consulting services, we help asset managers who are seeking to enter the institutional investment management landscape. Our services can be broadly grouped into three key areas, which we term Compass, Stepping Stones and Bridge.
Compass
Compass is our advisory service on the institutional landscape, detailing the:
- Composition of the institutional asset owners (pension funds, insurance companies, private banks, family offices)
- Geographical situation of asset pools, by segment
- Buying behaviours of asset owners
- Investment requirements
- Degree of intermediation by consultants
- Pre-requisites to entry
- Investment strategy configuration and characteristics for success
Bringing these elements together with coherent advice and guidance in the first step of devising your strategic direction
Stepping Stones
Customised support in the following areas:
- An extension of the compass service, leading to the formation of a business strategy for entry to market
- Review and, where necessary, redesign of marketing materials – tailored to segment and geography
- Investment strategy configuration and characteristics for success
- Finals presentation – advice and ‘mock’ finals in preparation.
Getting your investment proposition ready for market.
Bridge
Marketing of investment proposition to the end client and their advisers:
- Sourcing of new business contacts
- Investigation into the needs of the asset owner in relation to the investment strategy under consideration
- Initial meeting to discuss prospect’s parameters and appetite for the investment strategy
- Where appropriate, engagement with the client consultant to highlight interest.
- Follow up meetings to deal close and finals presentations.
- Post win, client servicing.
The above services can be applied to both end clients or specifically to investment consultants, depending on client requirement.
At each stage, call reports and follow up actions provided in a monthly report.