
Example Projects |
Project Sponsor |
Developed in-depth analysis of Australian industry fund segment and its trends |
Head of Marketing |
Worked with leading global private equity group to generate a range of new product concepts, and test them with a sample of key decision makers |
Partner |
Advised UK based manager in regards to Australian market entry, including proposition, legal and logistic requirements, and financial projections |
Head of Institutional |
Benchmarked marketing divisions and their performance for major UK fund manager |
Head of Marketing |
Researched applications of ETFs in the Australian marketplace |
Head of Retail |
Example Projects |
Project Sponsor |
Worked with in-house team to review global equities product strategy of a major UK fund manager |
CEO |
Developed direct channel strategy for major Australian fund manager, conducting field research and developing a product and pricing strategy |
Head of Strategy |
Performed product and pricing review of entire product range for Australian subsidiary of major US fund manager |
Head of Retail |
Reviewed alternative investments product strategy for leading Australian alternatives manager and developed new growth options |
CIO |
Mapped Asian intermediary channels for UK manager considering market entry |
Head of Distribution |
Example Projects |
Project Sponsor |
Managed entire product development program for major Australian fund manager (on secondment basis) |
Head of Product |
Provided M&A product and marketing support services for a major fund manager performing due diligence on a prospective masterfund acquisition |
Head of M&A |
Restructured extensive equities product range for major fund manager |
Head of Product |
Designed, developed, delivered hybrid infrastructure fund for major fund manager |
Head of Product |
Extensive range of individual projects to deliver new products across all asset classes and channels in wealth management, structured products, investment banking, investment lending and retail banking |
Varies |
Example Projects |
Project Sponsor |
Ran six-month project to migrate $2 billion model portfolio structure and 20,000 investors to new multi-manager structure |
CEO |
Managed RFI process for services required to in-source an administration capability that was previously outsourced |
Head of Product |
Provided ongoing support to major industry fund to deliver investment management projects |
CIO |
Managed development of significant new structured product for major Australian investment bank |
Head of Product |
Extensive experience in restructuring existing product ranges |
Varies |
Example Projects |
Project Sponsor |
Write quarterly investment and market reviews |
Head of Marketing |
Updated fact sheets and drafted new fact sheets to incorporate legislative changes |
Head of Marketing |
Updated Investment Guide to incorporate new investment options |
CEO |
Identified preferred positioning and key messages for major fund manager |
Head of Strategy |
Completed major PDS updating program |
Head of Marketing |
Re-defined value proposition, streamlined presentations and wrote a research paper validating multi-manager funds |
Investment Marketing & Communications Manager |