Benchmarking Asset Managers & tracking market trends

Our client, a global consultancy, had a pressing need to stay updated on evolving markets and grasp the performance of top Asset Managers.

In response, we initiated a recurring quarterly benchmarking program. Our team meticulously developed a comprehensive benchmarking tool, monitoring both quantitative and qualitative indicators. We took a proactive approach to address data shortages by proposing alternative sources, and we made certain that every piece of information underwent meticulous review and re-evaluation.

As a result, we earned the status of trusted advisors and engaged in close collaboration with our client’s team to tackle data challenges and navigate the intricacies of the market. In the end, our partnership empowered our client to confidently navigate the ever-changing landscape of global consultancy.

Client Challenge

Our client, a global consultancy, had a pressing need to stay updated on evolving markets and grasp the performance of top Asset Managers.

Our Solution

Operated independently on a recurring benchmarking exercise and conducted the research/analysis effort on a quarterly basis for a number of key AM actors.

The SPOC build a benchmarking excel (with key criteria) as well as PowerPoint slides recapping the findings.
Our team selected the key indicators to keep a track of, and suggested proactively interesting alternatives when faced with data scarcity.
Some of the key elements being tracked are:

–Quantitative and financial incl. Revenues, net flows, AuM, growth, segments.

–Qualitative incl. Key developments, M&As, alliances, expansion plans, etc…

–Market level tendencies incl. trends, movements, and areas of impact.

All indicators are tracked on a yearly and quarterly basis, and all information is reviewed and re-evaluated once information is restated.

Outcome

Unique expertise on niche research topics incl. the Asset Management industry as well as a strong mastery of financial sector.

Advised the client team and brainstormed on potential solutions for data scarcity.
Leveraged financial databases and expertise in financial analysis.
Utilized deep sector knowledge to better anticipate and decipher trends, market evolutions, and Asset Managers positioning.