Case Study 2
Investment Management Business Solutions

Behind every engagement is a client with a unique goal. This case study illustrates how we collaborated closely with an organization to solve complex challenges, unlock opportunities, and drive meaningful results.

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Client Overview

Investment Management Firm with approx $4 billion in assets under management across multiple asset classes, founded over 30 years ago, with approximately 75 employees

Challenge

Firm sought to reposition a legacy investment strategy for the institutional market

Our Approach

Partnered with key stakeholders -  investment managers, C-Suite, compliance, legal, marketing - to distill the investment process, strategy and identify the value proposition for institutional clients

Key Deliverables

Overhauled Investment Strategy Deck, RFP language, database materials, PM training, market analysis, positioning language and materials

Results and Impact

  • Proposed Benchmark change to better reflect the strategy's outcomes
  • Refined distribution strategy to focus on specific institutional audiences

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