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