Asset Owner

Blending Onshore and Offshore Investments

Our client, an established and respected National Fund, has a long history of investing on-shore, with a commanding presence and expertise. 

The Board and Investment Committee "know" how to invest on-shore, they also "know" they need to diversify...but how...

We helped design and coach an approach that is Fit for Purpose, designed to take into account some unique circumstances and win and maintain the confidence of senior stakeholders

Asset Manager

GoTo Market pitch reviews

Our client, one of the world's largest and most respected fund managers engaged us to re-connect investment process, sales narrative and client communication.

We had fund managers "pitch" their product, describe their process and try and link it to narrative. 

We identified gaps in logic, process, exposition, and lack of impact.

"the most brutal and rewarding two-day workshop i have ever attended, we never thought of our process that way", Global CIO, London.

Market Entry

Making sense of Asia, and succeeding

Our client, a North American firm, engaged us to articulate the Asian investment landscape, review their existing and potential capabilities and plot an expansion path.

We built an opportunity map, identifying key pools of capital, market characteristics, product gaps and expansion opportunities

We guided the proposed strategy through Board approval and into the execution stage

Product Design

Tilting products toward clients

We have reviewed and critiqued new product proposals and developing ideas

"Swung us around on our ESG narrative, now it makes sense", Head of Sustainable Investing, London

"Took us back to the drawing board on our multi-asset proposition, what a journey", Head of Sales, Hong Kong