Investment Proposition Design
Using our structured methodology we help firm design an investment proposition to match their skill sets and desired client interaction models. Where firms seek external investment skills, we can help them source and select third party researchers, investment platforms, administrator and technologies
Business Value Methodologies
Using our investments business value methodology, we help firms model their business from a value proposition, customer retention, pricing, margin, profitability and shareholder value perspective. From a common understanding we then work with firms to identify areas for improvements to ultimately increase shareholder value and employee work value.
Investment Proposition Operations
We help firms design the operating architecture and processes to achieve desired improvements in business and client service performance. Ultimately this results in an operations manual for operations and client facing staff to deliver high value investment services to their clients in a structure and monitored and risk managed fashion.
With the increasing use of technologies and data transfer, we can help firms with overall data architectures, data aggregation methods, and data integrations to support the design and operations of desired investment propositions.
Typically under some form of retainer, we help firms transition to best practice for the operation and oversight of their investment proposition. This often takes the form of periodic coaching sessions with senior management to align departmental activities to achieve the desired common goal.