Case Studies
How we engage quickly, understand deeply, and implement together.
The Crossroads
The decades-old quant division of this multi trillion-dollar asset manager was hampered by weak performance and low regard by internal allocators.
The Granular Understanding
The current investment team was shackled by the legacy models and expectations of mediocre performance ascribed to previous regimes.
The Executed Plan
Analyzed and dissected the key tenets of the negative perception of the team.
Developed a credible set of shareable mid- and long-term research and communication goals.
Charted a repositioning and messaging strategy designed to acknowledge and then dissemble the perceptions and beliefs of senior management.
Curating a New Edge
“You have enabled us to see and better understand some things that would have been otherwise impossible for us to surface, explore, and address successfully.”
The Crossroads
Despite a decade of strong performance and growing AUM, this leading manager of fintech assets was struggling to gain traction with institutional asset owners.
The Granular Understanding
The firm viewed itself primarily as a fintech expert rather than a private credit asset manager. While this perspective allowed growth among high net worth investors, it did not meet the expectations of institutional investors.
The Executed Plan
Positioned the firm as a Specialty Finance manager within private credit.
Refocused firm communications to highlight risk management, investment process and organizational structure, instead of performance.
Prepared firm to identify and respond to winnable RFPs.
Penetrating Institutional Markets
“Your deep dive into our investment process, organization and positioning helped us understand that performance alone does not persuade allocators or win mandates. We realized we were only 90% ready to compete at the institutional level. Compitium helped us get to the 100% mark required to succeed.”
The Crossroads
This leading consultant had fallen behind its peers in creating an effective campaign targeting women.
The Granular Understanding
While the firm had for decades “walked the walk” in terms of elevating women into leadership roles, they had not integrated the accomplishment into the core story of their value proposition.
The Executed Plan
Developed a positioning that captured the essence of women’s success
Involved all internal stakeholders in support of the campaign
Constructed a strategy for leveraging key assets in support of the mission
Presented a detailed roadmap for global execution
Diversity Marketing
Branding and Distribution
The Crossroads
As this privately held firm grew to $30 Billion AUM, the owner sensed industry headwinds and organizational weaknesses that threatened future success.
The Granular Understanding
Pricing pressure and lackluster performance revealed vulnerabilities in compensation and decision making. Internal frustration and dissatisfaction jeopardized the firm's ability to evolve and put at risk its sterling reputation.
The Executed Plan
Evolved firm management structure, creating Office of the CEO
Explicitly delineated reporting lines, roles and accountability
Articulated partnership expectations and succession planning
Created goal setting and feedback mechanisms for the firm, departments and individuals
Governance, Growth and Succession
The Crossroads
Despite strong investment performance, this family owned mutual fund company allowed confusing messaging and poorly organized sales to diminish profitability.
The Granular Understanding
Confusing messaging, unfocused distribution and poorly organized sales impeded gathering new assets, while expenses continued to increase.
The Executed Plan
Renamed and rebranded the firm
Refocused distribution to maximize platform support and increase profitability
Reduced reliance on expensive wholesalers and focused digital marketing on new FA relationships and sales.