OUR SERVICES

Asset Owners

its the PROCESS that makes the difference

Individual Investment ideas, strategies, fund managers can't make a meaningful difference to the medium term outcomes for a large pool of capital. 

its the PROCESS underlying the investments that makes the difference in the medium term.

We guide Investment Committees, CIOs', Boards on the PROCESS of managing capital, helping with time horizons, liquidity planning, investment strategy, stakeholder communication

"Equipped with deep industry knowledge, PeRK Advisory is skillful in facilitating discussion to bring simple and practical solutions to the complex global asset management issues", Khun Teerapong, former Head of Alternative Assets, Government Pension Fund, Thailand

"in a class of his own in terms of developing and explaining investment strategy and bringing along diverse stakeholder groups" Emilia Pires, former Minister of Finance, Timor-Leste

"the best advisor we have had", Adrian Teng, Jardine Matheson Pension Fund, Hong Kong

Asset Managers

We help you understand and project yourself

"All fund managers look the same"

"They all have the same pitch book"

"past performance is not a guide of future performance"

We review investment process, product, GoTo Market strategy, client communication, and stitch it back together

"completely re-vamped our narrative and pitch, the best money we have ever spent", Head of Equities, London

Workstream Examples

Process Review and GoTo Market Approach for Asset Managers

Coach to Insurance Company CIO

Advisor to Ministry of Finance on Asset Management Design and Implementation

External Member of Pension Fund Investment Committee

Review of OCIO Frameworks and Managers

Advice on Outsourcing

Fund Strategy Reviews

Personal Performance Coaching