Strategic Consulting
Asset Management
Realize new expansion opportunities with strategic recommendations for product development, pricing, and distribution.
Let Us Help You
Our deep knowledge of the market, the competitive landscape, and relationships with global allocators can help you assess how to strengthen your business model and provide you with tangible recommendations for optimal product structure, staffing levels, and distribution.
Broaden Delivery of Your Intellectual Capital Across Platforms
Understand which vehicle and pricing structures fit with platform providers’ preferences.
Analyze Addressability in the Defined Contribution Market
Explore where opportunity exists in the 401(k) market without a leading target-date product line.
Evaluate Institutional Pricing and Distribution Strategies
Assess distribution options in the increasingly intermediated institutional channel.
Thought Leadership
Explore Our Perspectives
We cover the most important themes impacting the asset management industry.
September 2023
Adapting to Growing Private Markets: A Playbook for Practice Success
Advisors can use alternative investments to differentiate practices and attract, consolidate, and retain client assets.
July 2022
Alternative Investments in 2022: Capitalizing on Markets in Turmoil
Advisors remain calm despite equity and fixed-income market drawdowns, while a range of alternative investments hits their stride.
May 2023
Global State of ESG: Forging Ahead Amidst Heightened Regulatory Scrutiny and Investor Skepticism
What you need to know about the state of ESG investing globally.
May 2023
Improving Recruitment and Retention Throughout Advisors’ Lifecycles
Uncovering opportunities and best practices at banks and credit unions.
June 2022
Net-Zero Investment
Commitments aimed at mitigating climate change are on the rise among global investment institutions.
June 2023
Private Equity Carves Out Its Place in the RIA Space
Backed by some of the industry’s biggest PE players, M&A among RIA consolidators is strong.
October 2023
The Benefits of Personalization in Defined Contribution Plans
Defining Value in Managed Account and Financial Wellness Programs and Features
December 2022
The Case for Direct Indexing: Differentiation in a Competitive Marketplace
Demand for customization and differentiation from financial advisors and wealth management firms will lead to a surge in assets for direct indexing, with assets expected to grow at a five-year compound annual growth rate (CAGR) of 12.3% and close 2026 with $825 billion in total assets.
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Learn more about how our consulting services can help you.