We help family offices and funds optimise portfolio performance

What We Do

We help to optimize all relevant steps of the investment value chain to improve the overall fund returns.

We combine subject matter expertise with continuous and constant engagement to ensure alignment with your portfolio and organizational objectives.

We provide feedback on areas we believe need attention.

We aim to help our clients enhance their Net Value Add by at least 10 basis points.

We developed our proprietary program, iGEN, to support family offices and fund managers reach the goal of improving their Net Value Add year on year.

Gross returns vary materially from year to year (+/- c. 200 bps or more)*
Therefore, maximising return retention is paramount to asset owner success
However, over 75% of returns are eroded by identifiable costs
Leaving only 29 bps average Net Value Add for large institutional managers, and lower still for smaller firms
Understanding how all parts of the investment firm contribute to Net Value Add is key
Deconstructing the Net Value Add is however highly complex as every part of the organization is inter-related

Addressing these challenges in generating and retaining requires resources, time and expertise.
We amplify and help implement your agenda
Bespoke advisory and implementation services addressing the actual, specific issues you’re facing
Not just actionable insights, but actioned insights
Expertise and resourcing across functional areas and asset classes
Holistic, bottom up and top-down analysis of your organisation
Provide tactical and strategic solutions
We aim to be a long-term partner to ensure ongoing organisational excellence