Review investment management governance structures to ensure they are effective and aligned with strategy.

Our Investment Management Governance and Engagement Review service provides a thorough assessment of governance frameworks and engagement practices within investment management. We analyze current structures, policies, and processes to identify areas for improvement and ensure alignment with regulatory requirements and industry best practices. By providing actionable recommendations, we help organizations enhance their governance frameworks, improve decision-making processes, and foster a culture of transparency and accountability. Our approach enables investment management activities that are well-governed and aligned with the organization’s strategy.

Develop and implement strategy that drives performance.

Our Investment Management Business Unit Strategy service supports the development and execution of strategy for investment management departments or teams. We work closely with clients to define their objectives, assess market conditions, and identify opportunities for improvement. Our approach includes strategy workshops, stakeholder engagement, and the development of detailed action plans. By aligning the business unit’s strategy with the overall organizational goals, we ensure that investment management activities are focused, effective, and capable of delivering long-term value.

Develop asset class strategies that define mandates, capabilities, and business plans to optimize performance.

Our Asset Class Strategy service helps pension funds and institutional investors develop comprehensive strategy for individual asset classes. We conduct market analysis, evaluate performance data, and engage with stakeholders to define clear mandates, optimal structures, and detailed business plans for each asset class. By developing tailored strategy, each asset class can be managed effectively to optimize performance and mitigate risks. Our approach includes regular reviews and updates to ensure that asset class strategy remains relevant in changing market conditions and aligned to organizational objectives.

Support the internalization of asset classes, providing business cases and guidance to ensure successful execution.

Our Asset Class Internalization and Business Case service provides support for the choice to internalize or pursue the external tendering of asset classes. We conduct feasibility studies, cost-benefit analyses, and develop comprehensive business cases to evaluate the potential benefits and drawbacks of internalizing specific asset classes. Our approach includes strategy, resource allocation, and transition planning to ensure successful implementation. By providing detailed guidance and support, we help organizations internalize asset classes effectively, enhancing control, reducing costs, and improving overall investment performance.

Explore future trends and challenges in asset classes, helping organizations prepare and adapt to evolving landscapes.

Our Future of Asset Classes service provides pension funds and institutional investors with insights into emerging trends and potential challenges across various asset classes. We conduct comprehensive market research, trend analysis, and scenario planning to identify future developments that could impact overall asset class performance and potential winners and losers. This leads to thematic deep dives, that examine the social forces driving a trend, the opportunities across the value chain in that trend, and the novel ways to invest into that trend. This informs thematically-driven capital allocation often employed by total portfolio teams. By understanding these trends, we help organizations develop proactive strategy to adapt to and capitalize on emerging opportunities. Our approach ensures that clients are well-prepared for changes in the investment landscape, enabling them to make informed decisions and maintain a competitive edge.