Client portfolio management support to asset management firms

Tailored solutions for global high-net-worth clients – experience the expertise of our client portfolio managers

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.

Who we serve

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
Domain specific knowledge
Leading KPO business with over a decade of experience in the global financial services sector
Technical expertise
Technical expertise
Expertise in sector tools such as Aladdin, Anova, Salesforce, Qvidian and Tableau/Power BI
Best-in-class market solutions
Best-in-class market solutions
Strong sector knowledge, technical skills, portfolio analysis skills and client communication/presentation skills
ROI-driven solutions
ROI-driven solutions
Proven record in implementing industry best practices for proposal, marketing, digital and sales-enablement platforms to ensure improved ROI
Seamless operational capabilities
Seamless operational capabilities
Hassle-free process framework with stringent controls, procedures and documentation in place
Dedicated and uninterrupted support
Dedicated and uninterrupted support
Able to accommodate ad hoc requests such as preparing attribution, performance reports and portfolio review material for CPMs
Seamless service transition
Seamless service transition
Seamless transition and implementation with clearly outlined service-level agreements

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

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