Services

Individual Fund Diagnosis

Purpose

Our Individual Fund Diagnosis Services provides a comprehensive 360° evaluation of your fund or strategy. We aim to offer actionable recommendations tailored to boost your fund selection odds and fortify retention strategies.

Process

1. Material Review

Delve into all accessible resources, including DDQ, marketing materials, and performance attribution.

2. Stakeholder Interaction

Engage in insightful discussions with Portfolio Managers, Analysts, and Product Specialists.

3. In-Depth Analysis

Deep dive into all facets of the fund to understand its intricacies and potential areas for improvement.

4. Fund Diagnostics Delivery

This will encompass:

  • A thorough assessment of investment process strengths and potential areas of improvement.
  • A critical review of marketing materials for maximum impact.
  • A dedicated ESG review to ensure alignment with sustainable practices.
  • A comprehensive set of enhancement recommendations accompanied by a strategic action plan.

5. Personalised Debrief

Conclude with an in-person discussion to ensure clarity, address queries, and forge the path forward.

Fund Range Diagnostics

Objective

With the discerning eye of asset owners in mind, our service offers an impartial review of a firm's fund range segmented by asset class. We aim to pinpoint potential consolidation zones and spotlight opportunities to introduce innovative strategies.

Methodology

1. Material Assessment

Comprehensive examination of the Product Map and associated Marketing collateral.

2. Stakeholder Engagement

Facilitate detailed conversations with Product Managers and Sales Executives to gain a deeper understanding.

3. Intensive Analysis

Undertake a meticulous study of the fund range, delving into its structure, offerings, and market positioning.

4. Fund Diagnostics Delivery

This includes:

  • Assessment of the product range's consistency and market appeal.
  • Pinpointing products that may not perform optimally or align with the firm's strategic objectives.
  • Proposing fresh strategies to amplify and diversify the product suite.
  • An in-person debriefing to ensure all findings are communicated effectively and to discuss the next steps.
  • Empowering your firm's growth trajectory by identifying strengths to harness and areas of opportunity to capitalise on.

Customised Consulting

With our depth of knowledge and breadth of experience in both direct asset management and multi-management, we are uniquely positioned to empower your organisation.

Whether you're embarking on a new project or seeking a comprehensive review of your existing investment management products and services, our tailored consulting approach ensures solutions that resonate with your specific needs and objectives.

Investment Due Diligence

With over 20 years of experience in screening and selecting investment strategies, our investment due diligence service offers a thorough evaluation process designed to identify opportunities and minimize risks. We assess investment managers, strategies, and portfolios across most asset classes, ensuring alignment with your objectives.

Our expertise covers traditional and alternative investments. Our detailed IDD report provides an in-depth analysis of the manager's skills, research process, portfolio construction, risk management, track record and highlights key benefits and risks.