Our multi-step approach allocates our specialised resources into three clear stages: Product Placement, Product Preparation and Targeted Marketing. We look to provide investment managers with tangible benefits throughout the product development and targeted marketing process.
- Qualitative Product Analysis: review of documentation, structure, investment process, company, etc.
- Qualitative Analysis: review fund vs. market, benchmark and peers.
- Target Market: establish target client types, size and location in the market