Associate
Consulting and On Demand Research
Strategic Insight offers a broad range of consulting
services through which we address your special requests
and needs. For many clients, we function as an extension
of their marketing, research, and distribution departments,
and are their first point of contact when they have
a question. Although we fulfill most client requests
within a day or two, some projects entail more in-depth
consulting lasting a few weeks. These services are
covered under an annual retainer.
Underlying all of the work we do for clients
are 20 years of accumulated knowledge and research,
and the fund industry's most comprehensive databases.
Our Simfund 4.0 database contains over 1000 data
items on the universe of open-end and closed-end
funds, including historical and current cash flows
and assets, total returns, ratings and rankings,
current and past yields, multiple measures of
performance volatility, pricing, dealer concessions
and trails, investment practices, and comprehensive
fee and expense data.
Among some of the on demand research and consulting
projects we have done for clients in recent years:
- Product line positioning, identifying opportunities
for new fund development or streamlining through
fund mergers or liquidations;
- Alternative pricing strategy analysis and
alignment within different distribution channels;
- How to increase fund distribution given a
company's specific situation, reviewing potential
of alternative channels;
- Creating comprehensive peer group comparisons
for internal monthly monitoring by clients;
- Customized fee and expense benchmarking, advisory
fee breakpoint analysis;
- Redemption and customer retention benchmarking;
- Strategic planning and projections for budgeting;
- Determinants of individual fund and company
success, M&A opportunities and limitations.
Senior Consulting
In addition to on demand research, our Principals
and Senior Associates engage in hundreds of confidential
consultations with clients annually, addressing
a wide range of topics. In these meetings, our
clients usually bring together senior executives
from various areas of their organization to discuss
market trends, product development ideas, competitive
issues, and new marketing opportunities and strategies.
To learn more about how you can access our consulting
services, please contact:
Rita Leytush
(212) 944-4466
rita@sionline.com |
