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Case Study 7: Independent Mutual Fund Board

Performance Analysis & Advisory

CLIENT:

Mutual Fund Board of a large global asset manager

CLIENT SITUATION:

• In an increasing regulatory environment, needed independent oversight and perspective
• Wanted ongoing independent expert opinion and analysis on performance of fund group
• Board members wanted ongoing education about current trends in asset management

CASEY QUIRK APPROACH:

• Conduct market research to identify key drivers of mutual fund success
• Perform rigorous portfolio analysis using attribution and customized peer comparisons
• Provide in-depth competitive performance review and fund family benchmarking
• Attend board meetings and working sessions to discuss fund family performance

PROJECT OUTCOME:

• Established performance quality baseline from which to monitor fund family progress
• Provided independent perspective on manager performance
• Identified areas of focus and priorities for board