Institutional Asset Management Markets
We help money managers across the institutional investment value chain from distribution, to portfolio management, to servicing & infrastructure. In addition to strategically repositioning North American and global managers to execute upon evolving market opportunities, we assist European and Asian managers to penetrate the US market.
We are engaged to:
- Assess global opportunities and develop firms’ strategic approaches gather assets in the face of evolving competitive dynamics
- Deploy innovative packaging to efficiently distribute institutional investment offers into new markets – regulated investors (e.g. banks, insurance companies), small foundations & endowments, private banks & trust companies, etc.
- Build global sales platforms and liability-driven investment structuring & packaging for optimal cross-marketing of investment strategies
- Assemble new business technology & infrastructure platforms to capitalize on market opportunities and enhance service levels
- Realign the portfolio management group and develop recruitment & acquisition strategies to build-out of new portfolio management capabilities & improve efficiencies
brings the expertise you need to anticipate and adapt to changing global business dynamics and rapidly evolving technologies.
