What Consultants Really Want


Trust Eclipses Performance

Our latest research reveals that trust and understanding drive consultant recommendations. Asset managers must create a world class investor communications effort to gain that trust.

We’ve outlined just what types of communications consultants are looking for from asset managers’ and how you can best position your firm for success.









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Fees and Investors: Don’t Sell Your Firm Short


Our latest research among institutional investors reveals that once hired, asset managers go silent on fees; most investors also lose focus on this important topic. Investors’ resulting ignorance about their managers’ value proposition leaves managers vulnerable to misunderstanding that can lead to termination.










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Great Thought Leadership

What Successful Asset Managers Do Differently

Your Performance Doesn’t Really Matter

What Successful Asset Managers Do Differently