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Case Study 2: Global Product Opportunity Study

CLIENT:

Top five global institutional investment manager

CLIENT SITUATION:

• Client planning global product development pipeline for next five years
• Wanted to understand institutional investors’ future product and service demand

CASEY QUIRK APPROACH:

• Focused study on six institutional markets: U.S., Japan, U.K., Germany, Netherlands, Australia
• Developed detailed background research and analysis on each country
• Visited each country and conducted a total of 120 interviews with key industry leaders
• Developed detailed forward-looking five-year flow and asset allocation model for each country
• Conducted working sessions with client's senior management team

PROJECT OUTCOME:

• Confirmed primary global and country-specific industry trends
• Specifically, defined the five-year product opportunities
  - Current market sizing, asset allocation
  - Asset flow and revenue opportunities
  
• Study broadly disseminated across senior management team
• Client integrated findings into five-year global strategy and product development planning