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Case Study 5: Investment Process & Positioning Enhancement

CLIENT:

Manager with $2 billion institutional large cap core equity product

CLIENT SITUATION:

• Wanted to understand the competitiveness of their quantitative investment capability
• Needed to overcome market perception that its parent firm did not offer quantitative investments
• Faced crowded market environment of like-minded competitors

CASEY QUIRK APPROACH:

• Documented historical portfolio characteristics and sources of risk and return
• Interviewed the investment team, developed deep understanding of the investment process
• Benchmarked the investment process against industry best practices and target market expectations
• Developed process articulation and positioning enhancement recommendations

PROJECT OUTCOME:

• Quantitative large cap core team implemented recommendations to improve investment process
• Targeted portfolio tracking error increased due to market demands and competitive environment
• Marketing materials were refined for consultant and plan sponsor meetings
• Based on client's satisfaction, client duplicated our assessment process for additional products