Advisory Services
Advisory Services
Our Strategic Advisory & Implementation Services
Our strategic roadmaps, bespoke market research and insights from our senior advisors support investment manager growth and competitiveness.
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Products & Solutions
- Product line reviews, market suitability assessments
- Product development and positioning
- Optimizing solutions & OCIO capabilities
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Distribution Strategy
- Team and organization structure
- Custom market research
- Custom sales roadmaps and segmentation
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M & A Assistance
- Identify and evaluate best-fit acquisition targets
- Analyze disposition candidates
- Post-acquisition integration planning
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Go-to-Market PLANNING
- Firm and capability messaging
- Thought leadership optimization
- Marketplace visibility and brand building
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Implementation & TRAINING
- Distribution leadership coaching
- Sales training program design
- Client engagement strategy
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Custom Market Research
- Client satisfaction studies
- Competitive marketplace analysis
- Test demand for new products
Case Studies
LITTLE INTEREST FOR SPECIALIST OCIO OUTSIDE ITS CORE MARKETPLACE
For this specialist OCIO provider, outstanding investment performance was not attracting investors outside its core client base.
Research Reveals Dissatisfied Clients and How to Win Them Back
Challenge: Investor Temperature Check
Global Insurance-Owned Real Estate Manager
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