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.