Formed in 2011 to provide investment business management advice and institutional quality “Best Practices” consulting services to:
A. Institutional Investors/Allocators
- Sovereign Wealth Funds
- Public & Corporate Pension Plans
- Taft Hartley Pension Plans
- Endowments
- Family Offices
- Foundations
- Wealth Management Platforms
- + Related Manager Selection Consultants
B. Asset Managers
- “Long-Only” Managers
- Equity
- Fixed Income
- Money Markets
- Alternative Managers
- Hedge Funds & Funds of Hedge Funds
- Private Equity
- Real Estate
- Commodities
- Provide consulting services to Institutional Investors and Asset Managers to enhance effectiveness and efficiency of:
- Investment processes, roles and skill-sets (e.g., research, portfolio management, trading, qualitative and quantitative analysis, risk management and investment committee “decision-making”
- Investment business management processes, roles and skill-sets (e.g., legal, compliance, technology, finance, marketing and client service, human resources, communications, middle and back office, and third party service providers).
- Based on 37 years of senior level experience in the Global Financial Services sector serving institutional investors
Last 29 years in senior leadership, management and advisory roles in Global Asset Management “Long-Only” and Alternatives firms - Supporting Investment Teams: Research, Risk Management, Portfolio Management, Trading, Qualitative and Quantitative Analysis
- Leading Investment Business Functional Teams: Legal, Compliance, Finance, Technology, Human Resources, Communications, Middle and Back Office, Third-Party Service Providers
- Teams located in & managed under the regulatory regimes of: the United States, United Kingdom, Europe, Middle East, Tokyo, Beijing, Hong Kong, Singapore, Melbourne and Sao Paulo.
- Independent investment business advisory firm not affiliated with any asset management firm, particular investment products or investment marketing firm; providing objective investment business management advice to institutional investors and global asset managers/alternatives managers.
