“Affairs are easier of entrance than of exit; and it is but common prudence to see our way out before we venture in.”

– AESOP

Our Vision

The future belongs to people who see possibilities before they become obvious.

For an investment venture to thrive we all have to look ahead, understand and anticipate the trends and forces which will shape the future. Only this way we can move swiftly in preparation for what’s to come and stay successful in meeting objectives. This awareness is the basis of our vision for creating value added services. Investment consulting is an integral part of asset management, and investors’ need for financial advice is growing. Consequently, the need for market intelligence tailored to the needs of this sector is also growing.

Our purpose is to explore the investment consulting sector from all perspectives in order to be the leading provider of in-depth research and analysis on this important market segment. In this respect our vision is to be the preferred partner as an analysis and intelligence provider in investment consultant relations.

Our Mission

Simply, to save our clients’ time, money and concern, and to empower through knowledge and information.

Our mission is to measure and calibrate the investment consulting business in order to enhance transparency to the benefit of all stakeholders in asset management. It’s about market intelligence and analysis that is relevant for the decision-making process and therefore of highly practical benefit. Our activities are designed to add value by making relevant information accessible and accelerate the consultant relationship process.

Asset managers rely on our insight to power their consultant relationship management IQ, boost business development, sales, revenues, and ultimately profit. Institutional investors benefit from the services by receiving full market analysis, being of high value in finding the best fitting investment advice and for pricing negotiations. Investors use our services for strategic planning, and acquisition and disposal activities.