-
4
years of partnership
-
~$10m
in cost savings
-
+30
member dedicated desk of analysts
-
5
client offices supported
CLIENT CHALLENGES
- A leading Swiss bulge-bracket asset manager was looking for an outsourcing partner to expand its investment team to cover more opportunities across US and European markets
- The engagement began in 2008 with a team of 2 research analysts, scaling up to a team of 30 dedicated analysts in less than 3years. Acuity Knowledge Partners has been in partnership with the client’s PE FoF and Asset Management divisions since 2008
- The goal was to set up an offshore platform to support lean onshore teams globally, with the following key objectives:
- Reducing high cost of external support from consulting firms – which was adversely impacting funds’ management fees – by creating own dedicated offshore team working with fund managers
- Reducing staff and management costs, as partnerships with consulting firms were project-based and most research tasks were still being managed internally; outsourcing partnership helped client control staffing and management efforts
- Retaining key strengths in-house while offshoring standard analyses to free-up onshore bandwidth for deal sourcing and other high-value activities
- Acuity Knowledge Partners developed specific skills to cover additional areas of support, thus becoming the de-facto hiring and support center for the client
OUR APPROACH
- Created standard methodologies to ensure consistent output and quality
- Conducted a whiteboarding session to identify additional areas of support areas to expand the proposition
- Operated as a central team to support over 5 client offices,thus increasing process and cost efficiency
- Reduced due diligence/ turnaround time by 40%, thus enabling the client to increase its focus on highvalue activities and newer geographies
IMPACT DELIVERED
- Aligned industry/ product teams to provide valueadded support with strong integration
- Ensured quick deployment of investible resources within a quick timeframe for fund marketing collaterals, target screening, deep dive industry/ market research, periodic reporting, and due diligence
- Incorporated additional elements, such as portfolio revaluation, cash flow modeling, competitor analysis, and market updates
- Transitioned to client’s virtual environment, delivering stronger
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