Projects
Investment Process Collaboration
Detailed review of Australian investor’s governance and investment process. Establishment of documentation including detailing investment beliefs and objectives and establishing portfolio specific investment policies and guidelines. Development of Strategic and Tactical Asset Allocation processes.
Product Review
Assessment of the competitive environment in Australia for a FOHF group, incorporating the provision of various strategic options to feed into the business development strategy of the organisation.
Market Intelligence Solution
Assessment of the business, product, and process characteristics of a number of US and UK based investment managers. Ongoing provision of Australian market intelligence incorporating both broad market trends and individual investor activity.
Process Review & Target market analysis
Assessment of the product, business, and investment process characteristics of a equity market neutral investment strategy of a UK based hedge fund group.. Reviewing the global distribution strategy of the group combined with identification of a short list of potential marketing agents across Asia.