Overview
Our experienced client portfolio managers (CPMs) work with onshore CPMs to provide a holistic solution for managing high-net-worth global clients. We customise services, construct investment strategies based on precise and integrated market data and provide methodical investor-focused reports that introduce efficiency and accuracy. Our team collaborates seamlessly with sales, marketing, product control, quantitative research, market research, asset management and client-servicing teams to deliver the best possible service.
Our approach
Our experienced team of CPMs provides a holistic solution by supporting onshore teams to meet the requirements of their institutional investors. We are experienced in customising services so CPMs can compile investment strategies based on precise and integrated market data and better service their clients/prospective clients.
Our team specialises in working seamlessly with sales, marketing, product control, quantitative research, market research, asset management and client-servicing teams.
We help CPMs achieve sales goals by uncovering additional client needs and deepening existing relationships. We strive to ultimately help firms expand the percentage of wallet share (i.e., increase AuM and account types) of existing clients.
Support We Offer
- We analyse capital markets data to support investment strategies, track global trends and compare portfolio performance
- We assist with asset management, research and origination tasks for investment/portfolio management teams
- We evaluate new strategies/markets to support product launches from a portfolio management perspective
- We prepare informative reports for clients’ sales and trading teams
- We assist with research and analytics for investment strategy white papers
- We maintain checklists for investment manager reviews and report on market trends
- We support senior analysts with presentation material and reports
- We oversee investment portfolios/mandates, monitor compliance, track performance and improve risk-return profiles
- We profile prospective institutional clients to understand their investment goals so that CPMs can design strategies for new-business development
- We help sales and marketing teams understand existing clients’ future investment requirements and pitch new strategies that align with their risk appetite
- We participate in the sales process and client-service efforts and contribute to improving the teams’ operations
- We provide input on business-development initiatives, including compiling responses to requests for proposal and submitting, producing and reviewing presentation material
Support We Offer
- We analyse capital markets data to support investment strategies, track global trends and compare portfolio performance
- We assist with asset management, research and origination tasks for investment/portfolio management teams
- We evaluate new strategies/markets to support product launches from a portfolio management perspective
- We prepare informative reports for clients’ sales and trading teams
- We assist with research and analytics for investment strategy white papers
- We maintain checklists for investment manager reviews and report on market trends
- We support senior analysts with presentation material and reports
- We oversee investment portfolios/mandates, monitor compliance, track performance and improve risk-return profiles
- We profile prospective institutional clients to understand their investment goals so that CPMs can design strategies for new-business development
- We help sales and marketing teams understand existing clients’ future investment requirements and pitch new strategies that align with their risk appetite
- We participate in the sales process and client-service efforts and contribute to improving the teams’ operations
- We provide input on business-development initiatives, including compiling responses to requests for proposal and submitting, producing and reviewing presentation material
Client Testimonials
I had high expectations for our partnership with Acuity, and they have exceeded them. Acuity is diligent, thoughtful and thorough, and a valuable member of the Fixed Income CPM Team.
Senior Vice President, Client Portfolio Manager and Head of Fixed Income US private global asset manager
Acuity Knowledge Partners has quickly become a valued part of our team. The calibre of the individuals and the focus on delivering high-quality work are hallmarks of the organisation. We have been very pleased with our engagement.
Head, Global Client Portfolio Management US private global asset manager
How we are different
Domain specific knowledge
Technical expertise
Best-in-class market solutions
ROI-driven solutions
Seamless operational capabilities
Dedicated and uninterrupted support
Seamless service transition
What we have done
Setting up a sales operations team for a US-based asset manager
What we are proud of
T+5 to T+2
significant reduction in turnaround time
99.7%
maintained consistent quality
Our Perspective on Client portfolio management support to asset management firms
Meet our experts
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