Investment Due Diligence

Our extensive investment and marketing experience in investment asset classes allows us to assist investment managers to:

  • Conduct reviews of product strategy
  • Benchmark your investment pitch against the market leaders
  • Identify your real competitive¬†edge across all distribution channels
  • Make recommendations on how your business can stand out in a crowded universe
  • Assist in preparing for a critical researcher/consultant/ client reviews including RFP and questionnaire preparation
  • Review and enhancement of marketing materials to make key messages clearer and more consistent
  • Access instructive research and feedback on how to gain access to institutional, retail or platform flows in Australia and New Zealand
  • Audit Consultant databases to ensure consistency of information.

Market Research

We can assist you to create a commercialisation strategy by targeted market research around:

  • Product positioning, messaging and market scoping
  • Competitor analysis including performance comparison and fee benchmarking
  • New product strategy and positioning
  • Identify potential distribution targets across institutional, retail and high net worth channels
  • Media strategy

Investment Research

We can create tailored investment research including:

  • Preparation of regular fund and market investor commentaries
  • Bespoke research reports on investment topics to support distribution efforts
  • Developing performance and risk analytics models and analysis
  • Quantitative analysis investment portfolios including asset allocation modelling
  • Capacity analysis and reporting