About Blue Heron Consulting

Founded in 1999, Blue Heron Consulting has advised some of the world's top asset management firms, whose combined assets under management are nearly $1 trillion.

We help Heads of Investments and CIOs improve the investment decision-making processes, investment processes, risk management, and governance structures. Our solutions produce:

• More robust investment processes and decision-making structures

• More attractive investment products

• Cost effective use of resources

• Effective and efficient investment management infrastructures

• Success in attracting and retaining key personnel

Blue Heron's clients include investment management independent boutique asset managers, multinational banks, insurance companies and mutual fund companies.  Over 700 investment professionals have been involved in our projects. 

We believe active management works best when...

• Managers focus on strategies that correlate with their competitive strengths

• Their clients (the asset owners) are patient during periods of poor performance attributable to strategy biases

• Asset owners have an accurate understanding of a manager's biases in the hiring process

We have also advised businesses in the biotech and internet sectors.