Looking for specialist advice on client education and marketing for fund managers and hedge funds? Need help researching and developing an investment product or strategy? You’ve come to the right place.
|Who||We have experience working with:
Our clients include asset management firms based in Australia and overseas.
|What||We provide specialist services, tailored to the needs of each client; including:
Daniel Grioli is also available for investment committee membership as either an advisor (non-voting) or independent committee member.
|Why||We offer an independent perspective. We know first-hand how your clients and their consultants make investment decisions. We can help you to understand the competitive forces shaping their industry and the constraints that they face.
We can help you to win over prospects and deepen your relationship with existing clients.
As capital allocators, we’ve worked with hundreds, maybe even thousands, of fund managers from all over the globe. Here’s just a few of the things that we’ve done:
We’ve been lucky enough to enjoy a marvellous vantage point from which to sample a wide range of investment philosophies and processes across all of the major asset classes.
Most fund managers are surprised to find out just how alike you all are. This why a fresh perspective is so helpful. Learn how to differentiate your investment strategy. We can help you to effectively communicate the reasons why you product deserves a place in a client’s portfolio.
We have a proven track record in helping fund managers achieve high ratings from consultants and to win business.
|How||We’re a small private business that is 100% focused on working with only a handful of select clients at any given time.
We prefer to partner with our clients on short-to-medium term projects. We agree a project scope, key deliverables, deadlines and a fixed fee-for-service.
We’re excited by repeat business because it’s the ultimate proof of a satisfied client!
|Where||We’re based in Melbourne, Australia. We’re happy to travel anywhere within Australia to help our clients.
Thanks to the internet, we can also work with clients anywhere in the world.
|When||Please contact us to organise a meeting or a call at your convenience.|