Recognized as the premier management consultancy for the asset management industry, we have completed over 200 assignments in the past five years. Our role as a trusted advisor and our commitment to protecting the confidentiality of our clients limits the information we may make public; however, the following case studies provide insight into how we have helped investment managers meet a variety of challenges.

• Case Study 1: Business Vision Overhaul
  The newly appointed CEO of a top five global institutional investment management firms turns a subsidiary into a significant contributor to the parent company’s
  bottom line.
• Case Study 2: Global Product Opportunity Study
  A top five global investment manager gains insight into the future product and service demands of institutional investors.
• Case Study 3: Early Stage Business Strategy Development
  An insurance company turns an early-stage business into a global asset management leader.
• Case Study 4: FoHF Assessment & Marketing Strategy Development
  A $2 billion hedge fund enhances its marketing success in the US institutional market.
• Case Study 5: Investment Process & Positioning Enhancement
  A firm with a $2 billion institutional large cap core equity product assesses the competitiveness of its quantitative investment capability.
• Case Study 6: Institutional Fixed Income Marketing Strategy
  A $100 billion manager with a $3 billion institutional fixed income product enhances marketing success in the US institutional fixed income market.
• Case Study 7: Independent Mutual Fund Board
  Performance Analysis & Advisory
  The Mutual Fund Board of a large global asset manager gains independent oversight and perspective in an increasing regulatory environment.
• Case Study 8: Alignment & Compensation Structure
  An alternatives firm builds an alignment structure - including fees, compensation and ownership configuration - to ensure unity of interests among its key constituents: clients, employees and parent company.