Asset Management Case Studies
Fund launch - optimising positioning and narrative
A global Asset Manager asked us to shape the UK launch story for a global equity income fund. Our screens flagged a clear quality income profile, also with high upside capture, low downside participation and defensive characteristics. We mapped the market environments where the fund should outperform and where it might lag, then translated those findings into a pitch the Sales & Marketing team could use - and into the risk angles they needed to consider. Outcomes: 1. Clear, evidence-led launch narrative and counterarguments for due diligence 2. Sales team armed with new pitch angles - successful AUM growth followed
Bespoke intel to sharpen the pitch
A boutique Asset Manager invited us to assist after our screening showed their long term outperformance was driven disproportionately by resilience in falling markets. We formalised that asymmetry - showing the fund kept pace in market rallies but materially protected gains in downturns - and transformed our findings into a concise investor message. The team updated presentation slides and used the output to reassure institutional and retail audiences during a testing period for the strategy. Outcomes: 1. A clear, investor-facing differentiator added to marketing materials 2. Reinforced manager confidence in process during a challenging market phase
Identifying USPs - turning perceived risk into a market advantage
An existing client asked us to review one of their Corporate Bond funds. Our screens showed strong long-term performance, but we also flagged thin credit spreads across the market. The fund managers had already hedged roughly half the credit exposure via futures, replacing it with government bond duration. Our analysis showed this positioning created a genuine asymmetric opportunity: above-average return potential with reduced credit risk versus peers and passive indices. Outcomes: 1. A compelling “golden nugget” pitch: an expectation for continued outperformance in the Corporate Bond space, but critically with an expected reduction in downside risk. 2. Broader insight revealed across the manager’s fixed income suite; findings used at the firm’s annual Fixed Income conference to enhance market awareness