Client Stories

The portfolio management team was unable to provide easy to interpret reports to internal stakeholders using existing performance analysis tools. The primary issue was the inability of the tools to…

To provide more value to clients, this asset manager required an independent way to demonstrate value beyond adhering to the investment philosophy. They needed to be able to prove investment…

This fund of funds team was unable to determine if the funds on the buy list were significantly superior to similar sounding investments. They were also unable to sufficiently differentiate…

To strengthen the governance of their fund investment process, this asset manager wanted to provide better transparency into what was driving the performance and risk of their funds to clients.…