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:

  • Fund managers
  • Hedge funds
  • Superannuation funds
  • Wealth managers
  • Financial planning groups
  • Third party distributors (wholesale and retail)

Our clients include asset management firms based in Australia and overseas.

What We provide specialist services, tailored to the needs of each client; including:

  • Investment strategy and product design
  • Preparation for strategy ratings/asset consultant reviews
  • Writing and review of FSC questionnaires
  • Marketing materials (content for websites, pitch books, white papers)
  • Devil’s advocate reviews
  • Bespoke research
  • Fund manager research and selection
  • Investment due diligence
  • Investment education (writing, editing and presenting)
  • Behavioural coaching
  • Investment Policy review

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:

  • Managed multi-manager portfolios worth billions
  • Prepared and delivered strategic asset allocation (SAA) and asset class reviews
  • Held responsibility for all aspects of fund manager selection, from initial screening of potential candidates right through to negotiating mandates and transition management
  • Worked with fund managers to create and seed new investment strategies
  • Prepared research and presented recommendations to trustee boards
  • Used quantitative tools and analysis to measure performance and risk
  • Hired and fired fund managers
  • Worked with all of the major asset consultants

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.