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.
United States
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.
Europe
Perception vs. Reality
What do your clients really think about your brand and how will you change their perception?
Assess the Opportunity for Thematic Funds in Europe
Demand is quickly ramping up across European investors for thematic funds. Explore opportunities for innovation and distribution.
Optimize Growth Leveraging Technology
Technology tools that centralize client relationship management, enable targeted communication, and enable key resources to do more with less, provide the keys to amplify distribution.
Create New Opportunities to Win Shelf Space Among Fund Selectors
Performance, fees, service, brand—what will it take to win shelf space among fund selectors?
Capture ESG Demand from Retail Investors in Europe
As demand grows, managers will need to find avenues to capture interest while ensuring products align with investor preferences.
Reach European Retail Investors Seeking Exposure to Private Assets
Individual investors will represent a higher proportion of fundraising for alternatives in the next 12-24 months. What channels hold the keys for asset gathering?
Asia
Explore Emerging Themes Impacting Expansion in Southeast Asia
Tap into Retail, Institutional, and Product Opportunities in Southeast Asia
Strengthen Your Asian Expansion Approach with Objective Guidance
Build Your Product and Distribution Strategy for Asset Growth in Asia
Assess Opportunities in Singapore’s Retirement Market
Are Singaporeans Ready for Retirement?
Examine Potential in China’s Greater Bay Area
Understand ongoing regulatory development in China’s Greater Bay and how to position your entry into the Wealth Management Connect pilot.
Thought Leadership
Explore Our Perspectives
We cover the most important themes impacting the asset management industry.
June 2022
Net-Zero Investment
Commitments aimed at mitigating climate change are on the rise among global investment institutions.
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.
October 2021
Advisor Use of Alternative Investments in 2021
Access this white paper to understand advisors’ allocations to alternative investments and explore what barriers to their use remain.
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Learn more about how our consulting services can help you.