Solutions

 

How we help clients

In many cases, fund managers are competing for investment capital in increasingly competitive asset classes where process differentiation and even outstanding performance aren’t enough to guarantee the award of new mandates. In some cases managers with a history of strong positive inflows are finding it difficult to generate flows and new managers are struggling to secure meeting with asset consultants and potential investors. We work with fund managers to address these structural challenges in a principled, disciplined and systematic way. The disciplines we apply are the result of individual and collective experience earned with domestic and international managers in a wide variety of asset classes and during the most challenging investment conditions.

 

In all cases, we help managers address specific issues that have a material impact on their ability to attract asset consultant ratings and institutional mandates.

 

• We conduct rigorous systems and process reviews

• We refresh or develop institutional distribution strategies including engagement strategies with asset consultants, review and/or redesign, or create a full suite of ‘take to market’ documentation

• We coach portfolio management and institutional distribution professionals on how to engage with asset consultants and institutional managers in order to develop appropriate commercial outcomes

 

Managers engage us when:

• Traditional distribution approaches are no longer achieving desired results

• There is a desire to develop a presence in the Australian institutional investment community

• A process ‘health check’ is considered a prudent ongoing business requirement

• An alternative is sought to a full time distribution resource and when ‘third party’ distribution is not appropriate.

 

We serve managers in the following areas:

Strategy

We help clients identify and embrace opportunities that lead to sustainable competitive advantage through targeted feasibility studies, capability assessments and competitor analysis, and/or distribution strategies.

 

Business operations

We work with you to design superior back office processes.

 

Organization

We have deep experience in developing organizational structures and processes to meet the increasingly demanding due-diligence requirements of major asset consultants and institutional investors.

 

Investment performance reporting

Our work in this area focuses on designing performance reports and market commentaries to asset consultants and institutional investors.