The markets are unpredictable and the investment business continues to change. Is your organization prepared to adapt and succeed?
Wherever you fit in the investment ecosystem, your world is in flux.
Research firms face significant competitive pressures. Asset managers struggle to stand above the crowd. Many financial advisory firms are growing rapidly but don't differentiate themselves in the investment arena. And the buyers of investment services need to understand the providers of those services and make difficult choices among them. For all, significant changes in the flow of information have disrupted the decision making process.
It is time to step back and rethink your approach. tjb research can help you to do that, offering creative ideas that are customized to your situation.
For example, there is nothing like an independent review to surface issues in your investment process. And an outsider who knows the business, the markets, and how investment ideas can be effectively communicated can give you insight into the disconnects that might be occurring internally and externally.
The missing pieces of your puzzle might be found in the most unusual places - and in an organization that makes investment decisions, everything is connected. You need to see the entire picture.
I have spent my career bringing new perspectives to persistent problems. Today, much of that involves serving as a management consultant that specializes in the investment world, working directly with you and your staff on the "how" of what you do.
In practice, that includes a wide range of activities. At the core is a focus on investment process and communication. Other services that organizations need include due diligence, the training of decision makers, support for investment analysis, transition services when key employees depart, and the design of effective information systems. I am also available to serve as an expert witness.
I write extensively about the investment business and will provide examples of my work at your request.
For further information, please contact me.
Tom Brakke, CFA