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Projects
and Services
Investment Managers
Innovation-driven
Businesses
Investment
Managers
Internal
Review |
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Our most frequently requested project |
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A comprehensive assessment of investment activities |
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- Philosophy
- People
- Investment process
- Portfolios
- Performance
- Supporting resources |
Internal Reviews consist of an integrated assessment of all aspects
of investment activities (philosophy, people, investment process,
portfolios, performance, and supporting resources), and a comprehensive
set of recommendations.
In addition to analysis
of current strength, Blue Heron assesses the firm and its investment
teams from a developmental perspective, which draws heavily upon
both BHC’s professional experience at the Russell Investment
Group, where they analyzed hundreds of investment management firms.
Internal Reviews also
draw upon principles embodied in Surviving Success:
Managing the Challenges of Growth. This analysis
highlights challenges that may lie ahead and helps explain how to
minimize performance difficulties while trying to accommodate organizational
growth, leadership changes, or an increased asset capacity.
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Certified
Style and Strategy Profile |
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This service is
designed to objectively identify an equity product's strategy
biases based on holdings and returns. Analyses are done
in a consistent manner to enable comparability from one product
to another, and across asset managers. |
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We analyze a portfolio using Russell's portfolio analytics
and Blue Heron's Strategy Performance
Indicators (SPI). |
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We provide the manager with a report that can be used with
prospects and clients. |
Investment professionals universally agree that investment style and
strategy are important, yet relatively few managers have clear and
objective support for the philosophies they describe to their prospects
and clients. This service provides that objective support.
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Product
Planning |
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Product positioning and profiling |
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Product strategy |
| Investment managers frequently ask: |
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What is the profile of our products and how can we effectively
communicate appropriate expectations to clients? |
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Do we have the right product line for the market? |
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Will our existing capabilities support our asset and business
goals? |
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Can and should we support a broader product line with our
existing capabilities? |
Blue Heron’s detailed analysis of investment product profiles
versus others in the marketplace can help address these common problems.
Using an accurate diagnosis of an existing or proposed investment
product’s portfolio structure and investment process, BHC helps
develop a strategy for designing and introducing them to the market.
In so doing, we also review product positioning on a firm-wide basis
and the fit of proposed products with the product line.
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Blue Heron provides investment
insights related to investment strategy. Topics have included:
- The importance of adherence to style and strategy
- Benchmark sensitivity and Growth and Value Managers
- Information ratio stability and manager investment strategy
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Innovation-driven
Businesses
Internal Reviews |
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A comprehensive assessment of |
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- People
- Culture
- Organizational structure
- Business initiatives
- Supporting infrastructure
- Market dynamics |
Internal Reviews consist of an integrated assessment of all relevant
aspects of an organization's circumstances. Internal Reviews
draw upon principles embodied in Surviving Success: Managing the Challenges of Growth.
This analysis highlights challenges that may lie ahead and helps
explain how to minimize difficulties associated with growth and
change.
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Integrated Developmental Strategy |
An integrated developmental strategy identifies the key obstacles
that are likely to be encountered going forward and identifies alternative
paths of development, along with their advantages and disadvantages.
We typically work with our clients over an extended period of time
as they move down a developmental path.
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