Expand domestic asset management business to Continental Europe on behalf of established Nordic-based asset manager

Client Case

Expand domestic asset management business to Continental Europe on behalf of established Nordic-based asset manager

Senior management at established Nordic-based asset manager sought to diversify client assets and growth prospects outside of its Nordic home market. Due limited sales and marketing resources, a third-party sales approach was desired. The Client brought in Kirstein to provide an independent market review, sourcing, and selection of third-party distribution partners in Germany, Austria, Switzerland, the Netherlands as well as the Nordic region.

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Objectives

  • Validate commercial viability of Client’s entire product portfolio to select most relevant asset management products for European distribution (institutional and wholesale markets)
  • Review market for European third-party marketeers, assess and engage with leading agencies (based on due diligence of each third-party marketeer) and negotiate terms and pricing
  • Increase chances of success by ensuring that the Client’s future partner strategy is based on a structured, focused and well-tested approach to partner selection

location

Nordic region

Project type

Product assessment and partnership formation

Client type

Privately held organization

Advance offering on emerging markets equity of leading U.K.-based equity specialist

Client Case

Advance offering on emerging markets equity of leading U.K.-based equity specialist

Portfolio management leads at U.K.-based equity specialist has historically experienced high success selling its emerging markets equity funds to European investors but has in recent years experienced push-back from investors due to ESG. The Client brought in Kirstein to provide an independent review of the team’s methodology on ESG, how ESG was implemented into the portfolio management, and how these capabilities compared to leading industry peers.

Objectives

  • Validate commercial viability of emerging markets equity proposition by in-depth understanding of European investors demand on ESG
  • Assess client proposition through detailed operational due diligence, and help visualize gaps in offering and direct investment process (best-in-progress versus non-financial impact) towards buyer preference
  • Increase chances of success by ensuring that the Client’s product strategy are aligned with European institutional investors’ expectations

location

United Kingdom

Project type

Product assessment and proposition development

Client type

Privately held organisation

Advance leading North American asset management organisation with ESG

Client Case

Advance leading North American asset management organisation with ESG

Senior management at leading North American asset management organisation has elevated the task of advancing the ESG proposition of each of its equity and fixed income investment team. The Client brought in Kirstein to provide an independent review of the firm-wide efforts on ESG, and to help advance the proposition of each investment team in the context of ESG.

Objectives

  • Validate commercial viability of the current ESG efforts by in-depth understanding of requirements to successfully sell funds to European investors
  • Advance firm-wide and product-wide positioning on ESG via a pragmatic and action-oriented consultancy support
  • Increase chances of success by ensuring that the Client’s current ESG capabilities and product strategy are aligned with European institutional investors’ expectations

location

North America

Project type

People and organisational development

Client type

Subsidiary of listed financial service company