Articulate purpose and vision, creating a compelling narrative that guides decision-making.

Purpose is the precedent for strategy. A purpose goes beyond vision, mission and values – and clarity on it is critical for pension organizations. Institutional capital will be the most transformative force of the 21st century by influencing social and physical infrastructure locally and globally, and we must be prepared for the challenges and opportunities this brings. In this unique offering, we challenge our clients to explore the possibilities and implications of alternative mandates; to explore the broader roles of capital in society; and to understand the opportunities to go beyond pensions. A simple question – what are you solving for? – can unlock transformational answers. This results in a purpose for the future that both anticipates, and manifests, the intended outcomes will drive long-term sustainability.
We facilitate interactive workshops and engage with key stakeholders to uncover the organization’s core values and long-term aspirations. By developing a compelling purpose, we help clients create a unifying narrative that resonates with stakeholders, fosters alignment, and drives strategic decision-making. This clarity of purpose not only enhances organizational cohesion but also provides a strong foundation for future growth and innovation.

Support organizations in crafting clear, actionable strategies that drive advantage.

At Fuse, we define strategy as “an integrated set of choices that positions an organization to win” through sustainable advantage and superior results. Strategy is the foundation that drives resource allocation, investment decisions, and performance expectations. We leverage the proven Playing to Win framework developed by Roger L. Martin to express strategic choices and test them for internal coherence across goals and aspirations, the twin choices of where to play (WTP) and how to win (HTW), as well as must-have capabilities and enabling management systems. The most successful organizations make clear, aligned, and pragmatic choices in each of these areas, and implement these choices with excellence.

Identify and prioritize growth opportunities to achieve sustainable, long-term expansion.

Growth is a top priority for leaders of pension funds and institutional investors, yet each organization has unique drivers and strategies for expansion. Our Growth Strategy service is designed to help these organizations identify and capitalize on growth opportunities that align with their specific objectives—such as enhancing sustainability, achieving economies of scale, unlocking investment diversification, or improving competitive positioning. We work with clients to determine the imperatives for growth through in-depth internal evaluations, competitive landscape assessments, and emerging trends. Based on these insights, we work with clients to prioritize growth initiatives and develop detailed action plans that drive sustainable expansion. Our approach ensures that growth strategies are aligned with the organization’s overall vision and goals, providing a clear roadmap for achieving long-term success in a competitive environment.